Advising Clients in a Shifting Environment: Fall Probate and Trust Seminar

Advising Clients in a Shifting Environment: Fall Probate and Trust Seminar
Presented by the Washington State Bar Association, Real Property, Probate & Trust Section

Spotlight on JAMS Speaker: Commissioner Eric B. Watness (Ret.)
December 2, 2015 | 1:00 PM 

Estate planning continues to shift in subtle and dramatic ways. Join this seminar to keep up to date on the issues that will likely affect your current and future clients:

  • Income tax, trusts and estates
  • TEDRA case law, current application of the act, and issues
  • Treatment of retirement assets
  • Directed Trust v. Enhanced delegation – the impact of new statutes
  • Implications associated with the new LLC Act
  • And of course – discuss some of the ethics issues that are unique to estate planning clients

Our faculty of experienced legal practitioners, wealth managers, and long term planning professionals, will take you through issues and pragmatic solutions you can start using immediately

December 2, 2015
8:25 AM - 4:15 PM

Location:
Washington State Bar Association
1325 4th Avenue, Suite 600
Seattle, WA 98101-2539

Questions? Please email cle@wsba.org or call toll free 1-800-945-WSBA

Featured People

Comm. Eric B. Watness (Ret.)
  • Arbitration
  • Business/Commercial
  • Construction Defect
  • Education/Schools
  • Estate/Probate/Trusts
  • Family Law
  • Government/Public Agency
  • Indian Law
  • Personal Injury/Torts
  • Special Master/Discovery Referee