ESTATE PLANNING COUNCIL OF SEATTLE

Cocktails 5:00pm

Annual Meeting 5:45pm 

Presentation & Dinner 6:00-7:00pm

Speakers: Brandon Smith & Diana Shriner

"A Tale of Two Washingtons: Legislative Happenings in 2025"

Annual Business Meeting

We will vote on the 2025/2026 EPC Seattle Officers & Board of Directors at the start of the dinner meeting!

President - Allison Kollack - CPA, Eide Bailly, LLP

President Elect - Sharon Perlin - JD, Whitter Trust

Treasurer - Marie Nourse, CPA, RSM US

Secretary - Chad Proctor, CTFA, BNY Mellon

Immediate Past President -  Teresa Byers - JD, Ogden Murphy Wallace, PLLC

Seminar Chair - Alex Hurt, JD, K&L Gates

Seminar Co-Chair - TBA

Executive Committee (Term 1) - Johanna Coolbaugh, JD, Stokes Lawrence PS

Executive Committee (Term 1) Sabrian Lai, JD, Corient Wealth Advisors

Executive Committee (Term 2) Tandilyn Cain, JD, RSM US 

Executive Committee (Term 2) Michael Vranizan, Trust, Vranizan & Associates

Motion to the membership
That the Board approve an amendment to the Articles to include Certified Personal Guardians (CPGC) as a recognized designation eligible for membership, and to reflect this designation on the membership application as appropriate for qualification.

Speaker Bio's

Brandon Smith, JD

Brandon serves as a subject matter expert for LNW clients, wealth managers and
analysts, helping to identify appropriate tax, trust and estate planning strategies
for the unique circumstance of individuals and families with multigenerational
wealth. He also works closely with the LNW trust services team on matters
pertaining to the firm’s trust companies in Washington State and South Dakota
and is a member of the South Dakota entity's Board of Directors. An important
aspect of Brandon’s work is monitoring developments in tax and financial law at
the federal and state levels to provide LNW colleagues and clients with proactive
analysis and insights.
To his work, Brandon brings nearly two decades of legal and wealth management
experience focused on trust and estate planning. Prior to joining LNW, he was a
Wealth Strategist at UBS Financial Services in San Francisco and before that, a
trusts and estate attorney with the Pittsburgh, Pennsylvania law firm Williams
Coulson. He began his legal career with the Charitable Trusts and Foundations
Division of the Attorney General for Pennsylvania.
Brandon strives to find estate planning solutions that provide optimal financial
results and work well for each generation within the family. It is a balancing act to
which he brings expertise, curiosity and a genuine desire to find solutions that
withstand the test of time.

Diana Shiner, JD, CTFA

Diana is passionate about developing and implementing comprehensive
strategies for wealth management that align with the goals of each client
and their family, including administration of trusts at LNW. Diana utilizes
her wide-ranging experience in private banking, estate planning and
settlement, business formation and governance, real estate, and family
law to tailor sophisticated solutions for individuals and families with
complex finances and asset holdings.
Known for her candid communication style and ability to simplify
intricate concepts, Diana allows clients to explore possibilities which
result in informed, confident financial decisions.
Diana’s career spans more than two decades in law, wealth management
and private banking. Before joining LNW, she was Senior Fiduciary
Strategist, Senior Vice President at Key Private Bank and legal counsel at
Cook & Bartlett, PLLC.