Category Archives: Meeting

Defensive Trustee Reporting 9/20/2016

Meeting Notes

What are the defenses available to trustees against claims brought by trust beneficiaries?   How much does one disclose – and when – in regards to trust accounting and background?  What due diligence should be in place when accepting a successor fiduciary position; or when a trust relationship is terminated?  Why is it important to have a proactive strategy in order to minimize potential conflicts?  This presentation will discuss the fundamentals of trust reporting and ways to more fully expand on defensive strategies.

Hilary A. Newcomb has worked in the estate and trust field for her entire legal career.  She practices fiduciary litigation, probate and trust administration, estate planning, guardianships and conservatorships.  She has prior experience in the areas of taxable estate planning, charitable foundations, business formation, trust and estate dispute resolution and trial practice.  She earned her J.D. at Santa Clara University’s School of Law and her B.A. from Santa Clara University. Hilary has presented before many groups and has authored published articles about estate planning.

Social Security…2016 and Beyond 5/17/2016

Annual Meeting Agenda

Tim Amen – Guest Speaker, Brighton Jones

Tim Amen is a Lead Advisor with Brighton Jones a leading wealth management firm that brings value to a client relationship by focusing on helping people navigate life’s many complexities.  His presentation will draw attention to recent changes to the social security system, how the new rules affect current retirees and those becoming seasoned enough to claim social security as well as case study strategies.

Tim holds a Bachelor of Science degree from the University of Arizona, the Certified Financial Planner designation and a Master’s in Financial Planning from the College for Financial Planning.  As a Lead Advisor he works with a diversity of individuals and families in helping them achieve their financial goals and allowing them to enjoy other life pursuits.

War & PEAC 4/19/2016

Meeting Notes

Jeffrey Cheyne and Darlene Pasieczny – Guest Speakers

Samuels Yoelin Kantor, LLP

Negotiating With The Tech Industry Over Fiduciary Access To Digital Property

Jeffrey M. Cheyne, a Partner at Samuels Yoelin Kantor LLP, Portland; B.A., University of Oregon (1963); J.D., (1975), LLM Tax, (1984), University of San Diego; member of the Oregon State Bar since 1990; member, California and Washington State Bars; practice focuses on estate planning and administration, and tax planning; fellow, American College of Trust and Estate Council; member, OSB Estate Planning and Administration Section; member, Probate Update Workgroup of the Oregon Law Commission; past chair, OSB Estate Planning and Administration Section.

Darlene Pasieczny, an associate at Samuels Yoelin Kantor is a member of the firm’s securities and litigation team focusing on investor protection and investment loss recovery for individuals, fiduciaries, groups, retirement funds, pension plans, municipalities and institutional investors in court and FINRA arbitration.  She is also a member of the Public Investors Arbitration Bar Association (PIABA) an international bar association whose members represent investors in disputes with the securities industry.

Their presentation will highlight recent changes to digital asset legislation in Oregon and Washington and access limitations.

2016 Investment Market Forecast – Do Politics Play? 2/16/2016

Meeting Notes

Matthew C. Rast and Britton Smith – Guest Speakers

US Bank Charitable Services Portfolio Managers

The financial markets of 2016 have started off with a certain level of volatility influenced by global macro events such as the slowdown in the Chinese economy and the continued fall in commodity prices. Potentially complicating market performance are the prevalent theories in election years.   The State of Iowa helped set the pace for presidential front runners.  Does the market favor one political party over the other?   Are there potential policy implications to election outcomes?

2015-2016 Tax Planning Strategies 1/19/2016

Meeting Notes

Roy Abramowitz, CPA, CFP, Shareholder, Perkins and Co.

Roy has been with the firm since 1987 and is a former leader of its Legacy Planning Practice Group.  He is a seasoned tax professional specializing in income, estate, retirement and charitable tax planning for wealthy individuals and families.  He also has significant experience with succession, transaction, and entity planning for family-owned businesses and is the firm’s representative for the Family Firm Institute.  In addition to Legacy Planning, he serves many clients in the nonprofit sector and is and is a member of the firm’s Nonprofit Practice Group.

Amy Kutzkey, CPA, Tax Senior Manager, Perkins and Co.

Amy joined the Perkins and Co tax department in January 2015, after relocating from the Los Angeles, California area.  She brings with her 15 years of public accounting experience and is a member of the firm’s Legacy Planning Practice Group.  Amy started her career working with high net worth individuals and their related companies, giving her insight into the family dynamics that come along with owning family businesses.  She has experience with family groups, high net worth individuals, closely held businesses, trusts, private foundations, family offices, and ultimately their estates.

Finding Your Client’s Money 11/17/2015

Meeting Notes

Tiffany-Couch

Think white collar crime can’t happen to you or your clients? Think again! Tiffany R. Couch, CPA/CFF, CFE will provide you the technical knowledge you need to understand typical fraud schemes, red flags of fraud, and the prevalence of these crimes on small business, non-profits and at-risk members of our society. From there, the discussion will include preservation of both electronic and physical evidence; the pros and cons of pursuing criminal charges; and understanding how a strong insurance claim can recoup your client’s funds quickly. Ms. Couch will also touch on easy and cost-effective fraud prevention tools – helping you add value to your client before a fraud happens to them. Key points will be highlighted by stories of actual fraud investigations and the action steps that produced desirable outcomes.

Tiffany is Principal at Acuity Forensics, a Pacific Northwest forensics accounting firm with a national presence. She has more than 18 years of experience in the field of accounting, with the last 11 years focused completely on forensic accounting related engagements. Her expertise is in matters involving fraud investigation, forensic accounting, contract and regulatory compliance, internal control risk assessment, and complex litigation. Ms. Couch is the winner of the 2014 James R. Baker Speaker of the Year, presented by the Association of Certified Fraud Examiners (ACFE) to honor an individual who has demonstrated the true spirit of leadership in communication, presentation and quality instruction. She also serves as Vice Chair on the Board of Regents and is a faculty member for the ACFE, the world’s largest anti-fraud organization and the premier provider of anti-fraud training and education.

3 Tools & 3 Techniques in Planned Giving 10/20/2015

Meeting Notes

Meeting Location

Gene-Christian

Gene Christian is considered one of the region’s foremost authorities in the fields of planned giving and advancement.  He regularly contributes to regional and national publications and presents at conferences all over the U.S.  He works with many organizations by conducting visioning and strategic planning sessions.  He received his Bachelor’s degree from George Fox University and a Master’s in Education from the University of California at San Diego.

In 2014 Gene received the “Distinguished Service Award” from the NW Planned Giving Roundtable for his exemplary service and commitment to the planned giving community.

Discerning Intent: Four Recent Cases 9/22/2015

Meeting Notes

Judge Robert Lewis is a graduate of Western Washington State College and the University of Washington Law School.  After admission to the Washington State Bar in October, 1981, he worked for Eastside Defender Association in Seattle as a trial attorney. Judge Lewis practiced law in Camas from 1984-2004 with the firm of Knapp, O’Dell, Lewis and MacPherson. Although the firm was a typical small town general practice, his primary focus was criminal defense and family law.  He was appointed to the superior court bench in November, 2004.

Estate Planning Goes To Hollywood 5/26/2015

Meeting Notes

Bob Kabacy

Bob Kabacy, Director

Bill Roller

Bill Roller, Technical Assistance

Come learn how Hollywood uses estate planning to create drama!  By watching and learning about certain estate planning issues in the movies, you will better understand how your clients perceive issues and what hot buttons exist in planning.  While the movies may be fictional, some of the stories reflect real life and situations we may run across as professionals.  Issue spotting and discussion about wills, trusts, conditional gifts, ethics and more will be presented in an entertaining and novel format.  Don’t miss it.

An Introduction to the Fiduciary Income Tax 4/28/2015

Meeting Notes

Philip N. Jones is admitted to practice law in Oregon and Washington. Since 1976, he has been with the firm of Duffy Kekel LLP, with offices in Portland and Vancouver. Mr. Jones practices primarily in the areas of estate planning, estate and trust administration and taxation, and estate and trust litigation. He is a member of the American College of Trust and Estate Counsel and the Estate Planning Council of Portland. For twenty years he served as an Adjunct Professor of Law at Lewis & Clark Law School, where he taught Estate & Gift Taxation and Federal Tax Procedure. He is also the author of numerous articles in the Journal of Taxation and other publications.