May 2022 Quarterly Dinner Meeting

Date: Wednesday, May 18, 2022
Time: 4:30pm - 6:00pm
Location: Virtual
Speaker: PSBJ Author Spotlight

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Every year the members of The Estate Planning Council of Seattle are asked to volunteer their expertise by writing an article for the Puget Sound Business Journal Estate Planning Insert.

This year we'd like to spotlight a few of our authors by inviting them to speak at our May 18th Dinner Meeting!

Speaker Line-Up:

Sharon Perlin – Wells Fargo Private Bank "Opinion: How much is enough? Questions to ask about inheritance"  (this article is from the 2020 insert)

Sarah Bowman - K&L Gates "How your fast-growing business can affect your family’s future finances and estate plan"

Mike Teramoto - BECU Trust Services "Benefits that a corporate trustee can provide"

Sherry Bosse Lueders - Stacey L. Romberg, Attorney at Law "Digital footprint after death"

Greg Pittman - Helsell Fetterman LLP "In Transit - The impact of moving on your estate plan (COVID has prompted people to move) - state estate taxes, probate processes"



*This event wil be on Zoom 

4:30pm ~ Welcome - Networking - Elections & Treasurer's Report

5:00pm ~ Speaker Introductions & Presentations (each author will have have 10 minutes to review their article)

5:50pm ~ Q&A 

6:00pm ~ Adjourn

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