Category Archives: Meeting

Financial Exploitation of Vulnerable Adults 11/27/2018

Presentation

Kristen Standifer is a Financial Legal Examiner for the Washington state Securities Division.  In this position, she provides the licensing and examination unit with enforcement and legal support relating to investment adviser and broker-dealer business practices. In addition, she regularly gives presentations on topics such as regulatory compliance, financial education, Washington’s vulnerable adult statute, and preventing fraud. She serves on the Senior Issues Advisory Committee for the North American Securities Administrators Association, also known as NASAA, an association of state and provincial securities regulators. She is the chair of NASAA’s Broker-Dealer Regulatory Policy and Procedure project group.  Kristen previously worked at the Office of the Attorney General where she litigated issues related to health care and senior abuse.  She was a financial analyst prior to obtaining her law degree.

How Do You Get Your Client to Their Goal . . . Sanely? 10/25/2016

Gene Christian Presentation

Chris Cline Presentation

The Humane Society for SW Washington is hosting at their headquarters the Estate Planning Council of SW Washington.   This special event will include a facilities tour and an action packed panel discussion about estate and charitable planning.  The panelists, all of whom are experts in their fields of practice, will share experiences as to what works — and what can go bad — in estate planning. They will share their insights on starting a dialogue on how a charitable trust can benefit a client, their heirs as well as a nonprofit organization.  Of course no presentation would be complete without the psychological significance of listening to a client and being able to meet their estate planning goal.  Finally the panelists will discuss the benefits of including provisions in an estate plan for one’s beloved pet.     

Alicia “Lisa” Lowe is an attorney with Schwabe, Williamson and Wyatt and brings a realistic approach to estate planning.   Gene Christian is an authority in the fields of planned giving and advancement.   Chris Cline leads the Riverview Trust Company team and will share his perspective as to how one can effectively administer an estate plan.  

Fun in Philanthropy 10/17/2017

Presentation

The Clark County Food Bank is hosting the Estate Planning Council of SW Washington.   Annually the Clark County Food Bank distributes over 6 million pounds of food and 5 million meals to people in need.   Through valued partnerships with 37 local agencies and multiple programs the food bank is able to collectively work toward alleviating hunger and its root causes in our community.  This presentation will include a philanthropy discussion about estate and charitable gift planning as well as tour of the food bank facilities. 

With nine years of charitable gift planning experiences in addition to 20 years in the wealth management field of trust and investments, Arlene Cogen is able to share philanthropic life lessons learned.   The presentation will discuss the important role that an advisor has in starting a philanthropic conversation with their client.  She will share practical insights on how to start this conversation, explain why it is important to listen to philanthropic oriented clients, and most importantly how it will enhance relationships. 

Do I Have to Accept This Power of Attorney? 11/14/2017

Presentation

Slides

Jenifer A. Jewkes is a member of the Trusts and Estates Practice Group of Lane Powell PC and focuses her practice on estate and succession planning, as well as estate and trust administration for high net worth families and individuals.  As a former Tax Manager with Deloitte Tax LLP, Jenifer has experience in planning and compliance with regard to income, estate, gift and generation-skipping transfer taxes. She advises individuals, trusts, estates, tax-exempt organizations, corporations and partnerships on tax and planning matters.

Jamie R. Lanier is a member of the Trusts and Estates Practice Group of Lane Powell PC and works with individuals and families to help them achieve their estate and personal planning goals.  Specifically, she focuses her practice on gift and estate tax issues and trust and estate administration. Jamie also has experience advising nonprofit organizations with respect to formation and compliance issues.  Prior to joining Lane Powell, Jamie served as a Law Clerk to the Honorable Marc Barreca in the U.S. Bankruptcy Court for the Western District of Washington.

Donor Advised Funds vs Private Foundations vs Supporting Organizations 11/15/2016

Presentation

At times individuals struggle to understand the distinctions between various charitable vehicles such as: donor advised funds, private foundations and supporting organizations.  In the world of charitable gift planning there is no “one size fits all” solution.  These charitable options offer a variety of alternatives to help people support the causes that are important to them.  The dialogue will focus on how to implement the best choice for charitable giving. 

Jennifer Rhoads is president of the Community Foundation for Southwest Washington.  Before joining the Foundation, Jennifer spent 15 years working extensively in financial planning and wealth management.  She has experience with a variety of professional financial planning services for affluent clients, including charitable planning, trust and estate services.   Jennifer is a Certified Financial Planner and a graduate of the Pacific Coast Banking School.  She graduated from Washington State University, Pullman with a Bachelor of Arts Degree in Communication from the Edward R. Murrow School of Communications.

How Do You Get Your Client to Their Goal . . . Sanely? 10/25/2016

The Humane Society for SW Washington is hosting at their headquarters the Estate Planning Council of SW Washington.   This special event will include a facilities tour and an action packed panel discussion about estate and charitable planning.  The panelists, all of whom are experts in their fields of practice, will share experiences as to what works — and what can go bad — in estate planning. They will share their insights on starting a dialogue on how a charitable trust can benefit a client, their heirs as well as a nonprofit organization.  Of course no presentation would be complete without the psychological significance of listening to a client and being able to meet their estate planning goal.  Finally the panelists will discuss the benefits of including provisions in an estate plan for one’s beloved pet.     

Alicia “Lisa” Lowe is an attorney with Schwabe, Williamson and Wyatt and brings a realistic approach to estate planning.   Gene Christian is an authority in the fields of planned giving and advancement.   Chris Cline leads the Riverview Trust Company team and will share his perspective as to how one can effectively administer an estate plan.  

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?