Monday, May 9th 12:00pm - 1:00pm
Online via Zoom
CE credit for CLE, CFP applied for
In this seminar we will offer practical guidance and explanations including:
Overview of the Probate Process, Timelines and Expectations
Description of Roles of Personal Representative, Legal Counsel and Charitable Organization
Tips for Efficient Intake and Management of Estate Gifts
Situations that Require Extra Attention
Real-Life Examples
Presenters:
RoseMary Reed, JD | Stokes Lawrence, P.S.
RoseMary serves as general counsel to wealthy individuals, their families, and their businesses. She works closely with clients to design and implement sophisticated strategies integral to family wealth planning. High-net-worth individuals, including real estate developers, entrepreneurs, business owners, principals of private equity and venture capital firms and executives of privately-held and public companies, turn to her for advice and counsel in all aspects of wealth transfer strategies, income and transfer tax planning, philanthropy, and business succession.
She also assists families with probate and trust administration. In addition to her trust and estate work, RoseMary advises not-for-profit organizations on a variety of issues, including obtaining and maintaining 501(c)(3) status. She has been listed as Lawyer of the Year for Nonprofit/Charites Law and Trust and Estates by Best Lawyers, and is ranked in Chambers and Partners High Net Worth guide.
Elizabeth Hikida Garner | Manager of Estates, Planned Giving, University of Washington
Elizabeth Hikida Garner joined the Planned Giving office at the University of Washington in 2001. For the past 16 years she has worked exclusively on bequest gifts and gifts after death such as remainder interests in charitable trusts, life insurance and retirement accounts to the University. Elizabeth received her degree from Western Washington University.