October
5, 2015, /PRNewswire/ -- Near the time of their deaths, two well-known
names made the news locally as a result of disputes with family members. The
children of radio icon Casey Kasem fought his wife for visitation rights in
the months before he died. And two sons of true crime writer Ann Rule faced
criminal charges for allegedly bilking their ill and dying mother.
Months
after both Kasem and Rule passed on, estate planners will gather in Seattle Nov.
2-3, 2015, for the 60th annual Estate Planning Seminar.
They will discuss a multitude of
estate planning topics, including a focus this year on planning for the aging
demographic, planning for the new "modern family," and staying inside
the ethics lines when clients cross borders.
While
the Kasem and Rule cases made headlines, estate planners say they face similar
challenges with clients and their families all the time. This seminar gives
them a chance to hear from experts on best practices and to share solutions to
situations they've seen.
"The
beauty of having people come to this conference is so we can raise the issues
and have a collaborative environment so people can speak to one another and
speak to the speakers," said seminar chair Tammy Miller, CFP®, CTFA,
CAP® with Wells Fargo Private Bank inSeattle.
"Attendees will hear
different perspectives from different people because of what their practice
area is."
Nearly
1,000 estate planners from Washington state and elsewhere in the
country are expect to attend the seminar, which is hosted by the Estate Planning Council of
Seattle and the University of Washington School of Law Graduate Program in
Taxation.
It takes place at theWashington State Convention Center, 800 Convention Place, Seattle.
The seminar is one of the largest of its kind in the country and attracts top
lawyers, accountants, insurance professionals, trust officers, financial
planners, and planned giving/development officers for nonprofit organizations.
One
of this year's main themes is planning for the aging demographic. When a client
suffers from diminished capacity, the lawyer's ethical responsibilities and
constraints can be confusing and sometimes counter-intuitive.
Speaker Adam
Streisand of Sheppard, Mullin, Richter & Hampton LLP in Century
City, Calif., will help demystify the ethical conundrum and offer strategies
for planning to avoid it.
Estate planners are also faced with more complicated
family demographics that represent the diversity seen in today's changing
family structure.
Lauren Wolven with Levenfeld Pearlstein, LLC, in Chicago,
will help planners work to reduce conflicts within the modern family through
thoughtful anticipatory planning that takes into account second or subsequent
marriages, long-term non-married relationships, same-sex couples and twilight
relationships.
Other
hot topics to be covered include details on how estate planning professionals
in different disciplines can work together, estate planning strategies for
retirement assets, how to properly plan for art and collectibles in an
estate, and updates on the federal and state estate taxes. Find the full
program here.
This
year also marks a new partnership between the Estate Planning Council of Seattle and
the University of Washington School of Law.
"We have a flexible
partner to take this seminar into the future and quickly respond to changes in
our practice area," Miller said.
This year's seminar includes more panel
discussions to offer varying perspectives on a single topic and seminar
organizers have created a new website and mobile technology app to offer
participants additional online resources.
The
seminar runs from 6:45 a.m. to 5:10 p.m. Nov. 2 and from 7:15
a.m. to 4:55 p.m. Nov. 3. For more information about the Estate
Planning Seminar, contact Heather Alhadeff athla3@uw.edu or 206-616-3361.
Register online at www.seattleestateplanningseminar.com.
About
the Estate Planning Council of Seattle: Originally founded in the early 1940s
and one of the leading estate planning councils in the nation, the Estate
Planning Council of Seattle is comprised of King County's top
estate planning lawyers, financial planners, certified public accountants,
trust officers and insurance agents.
The council aims to promote the highest
quality estate planning services in the Pacific Northwest by developing and
improving the capabilities of its members, fostering cooperation among
professionals, and by educating the public about estate planning matters.
New
members are welcome. Membership includes colleagues to network with at
quarterly dinner meetings, helpful information about specific fields of
expertise, and a welcoming organization that values high quality estate
planning to help members of the community. For more information go to www.epcseattle.org.
About
the University of Washington School of Law Graduate Program in Taxation: TheUniversity of
Washington graduate program in taxation provides a rigorous study of tax
law leading to the degree of Master of Laws (LL.M.) in Taxation. The UW School
of Law is a highly-ranked law school in one of the premier research
universities in the world, enabling the Tax LL.M. to draw faculty from a
dynamic legal community. Courses are taught by nationally-recognized scholars
and leading practitioners in their area of specialty who bring cutting-edge
practice experience to the classroom. For more information go tohttps://www.law.washington.edu/apply/llm/tax/.
No comments:
Post a Comment