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Publications
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04.06.2015Irrevocable Life Insurance Trusts - Tax and Nontax AdvantagesUpdatesCreating an Irrevocable Life Insurance Trust (ILIT) can dramatically increase the liquidity of an individual’s estate and effectively leverage the value of the annual $14,000 per donee gift tax exclusion and the $5,430,000 generation-skipping transfer tax (GSTT) exemption for U.S. persons. (The annual exclusion is $14,000 in 2015.
Presentations
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11.30.2022Testamentary Trust FundingSpeaking Engagements18th Annual Probate Administration – King County Bar Association / Seattle, Washington
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08.01.2019 - 08.04.2019
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11.03.2017Solving Tax and Non-Tax Issues with Montana’s Uniform Trust CodeSpeaking EngagementsMontana Tax Institute / Missoula, MT
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08.29.2017State Law Formation of Nonprofit CorporationSpeaking EngagementsNonprofit Advocates Second Workshop / Seattle, WA
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04.19.2017The Fiduciary Duties of a Nonprofit Board of DirectorsSpeaking EngagementsCommittee for Children / Seattle, WA
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11.10.2016Nonprofit Law Basics; Nuts & Bolts Nonprofit Law Training Washington Nonprofit Governance Issues and Applying for Tax-Exempt StatusSpeaking EngagementsWayfind / Kent, WA
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10.06.2016Testamentary Trust Funding & Estate Tax ElectionsSpeaking Engagements12th Annual Probate Administration Seminar – King County Bar Association / Seattle, WA
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04.28.2016Personal Estate Planning For the 99%: Drafting Wills for Families: Including Guardianships & Trusts for Minors and Special NeedsSpeaking EngagementsKing County Bar Association / Seattle, WA
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11.19.2015Testamentary Trust Funding & Estate Tax ElectionsSpeaking Engagements11th Annual Probate Administration Seminar – King County Bar Association / Seattle, WA
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06.15.2015Tools for Success: Essentials for New NonprofitsSpeaking EngagementsWashington Secretary of State / Olympia, WA
