Past Events
September 2012 Dinner Meeting
Date: September 19, 2012
Location: The Rainier Club
Topic: "Repeal of the Repeal."
Topic focused on leferageduses of the increased gift and GST exemptions, as well as planning and review of existing client estate planning documents. The potential proposal to coordinate the grantor trust rules with the transfer tax rules was also analyzed.
SEATTLEEPCPPTRepealoftheRepeal_v3.PPT
May 2012 Dinner Meeting
Date: May 16, 2012
Location: The Rainier Club
Speaker: Wayne Tonning
Topic: Trust Owned Life Insurance
TOLISessionforSeattleEstatePlanningCouncil-Draft2.docx
February 2012 Dinner Meeting
Date: February 15, 2012
Location: The Rainier Club
Speaker: Wendy Goffe
Topic: Highlights from Heckerling Institute on Estate Planning
heckerling_report_2012_portability_part_one.authcheckdam.pdf
December 2011 Quarterly Dinner Meeting
Date: December 7, 2011
Location: The Rainier Club
Speaker: Terrance Franklin, Sacks Glazier Franklin & Lodise
Topic: Seven Deadly Claims
Franklindinner#1.pdf
September 2011 Dinner Meeting
Date: September 21, 2011
Location: The Rainier Club
Speaker: Gail Mautner, JD
Topic: The New WA Trust Act Amendments & How They Will Affect Your Clients
ABaker'sDozen...WATrustLaw.PDF
May 18, 2011 Dinner Meeting
Date: May 18, 2011
Location: The Rainier Club
Topic: Estate Planning and Administration under the Tax Relief, Unemployment Insurance Reathorization, and Jobs Creation Act of 2010
Seattle2011Outline.pdf
February 16, 2011 Quarterly Dinner Meeting
Date: February 16, 2011
Location: The Rainier Club
Dinner Meeting featuring William (Trey) Cousins
MicrosoftPowerPoint-Seattle-EstatePlanning.pdf
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