Presented in partnership with the WSBA Real Property, Probate and Trust Section
Join us online for pivotal probate and trust law insights and updates. Explore considerations related to gifting, estate and trust planning, tax audits and planning. We will explore the possible relationship and...
Presented in partnership with the WSBA Real Property, Probate and Trust Section
Join us online for pivotal probate and trust law insights and updates. Explore considerations related to gifting, estate and trust planning, tax audits and planning. We will explore the possible relationship and challenges related to mental illness, addiction and professional responsibilities.
CO-CHAIRS
Sarah B. Bowman – K&L Gates LLP, Seattle, WA
Chadwick Proctor – BNY Mellon Wealth Management, Seattle, WA
FACULTY
Phil Cook – Pacific Trust Company and Bridger Trust Company, Seattle, WA
Janice Feldman – Ledingham Law, LLC, Frederick, MD
Leslie Hagin – Attorney, Seattle, WA
Sarah Hopper – Sound Philanthropy, Bainbridge Island, WA
Alexander Hurt – K&L Gates LLP, Seattle, WA
Jessica Ledingham – Ledingham Law, LLC, Frederick, MD
Antonio Rosendo – Spur Philanthropy, Colorado Springs, CO
Karen Sughihara – BNY Mellon Wealth Management, San Francisco, CA
SCHEDULE
8:10 a.m. Webcast Login Opens
8:25 a.m. Webcast Begins
11:45 a.m. - 12:45 p.m. Lunch
4:00 p.m. Adjourn
SEMINAR AGENDA
For accessibility or accommodation requests, or other questions, please email
cle@wsba.org or call 206-443-9722 (toll free: 800-945-9722).
Seminar Registration Transfers, Refunds and Cancellations: In most circumstances, if you cannot attend the live event, we can
transfer your registration to the on-demand product, once available (8-10 weeks from the program delivery date). Generally, for
webcast/webinar registrations, tuition fees may be refunded, less $25 for processing, for written cancellations postmarked, emailed, or faxed up
to the start of the event. For in-person registrations, tuition fees may be refunded, less $25 for processing, for written cancellations
postmarked, emailed, or faxed by 5 p.m. up to three business days before the event. No refunds will be provided after the dates specified. You
may also send a substitute in lieu of canceling.
When applicable, specific exceptions to these policies will be noted on individual event
registration pages. Please email
cle@wsba.org with any requests or questions.