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Estate Planning Brochure

Estate Planning Brochure

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Published by: kams01us on Sep 25, 2010
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AnnualEstate Planning Seminar
 Washington State Convention and rade CenterSixth Floor, Ballrooms A, B and COn Pike Street, Between 7th and 8th Avenues, Seattle
Sponsored by the
Estate Planning Council o Seattle
and the
 Washington State Bar Association
 Presented in cooperation with the Alaska Bar Association and the Utah State Bar
The Innovator in Legal Education
Utah State Bar
 Audio Visual Services Support Sponsor 
Pacifc Portolio rust Company 
Friday Coee Service Sponsor 
 Wells Fargo Private Bank 
Bronze Sponsor 
 Washington Archives Management
Special Tanks to the Following Sponsors:
A limited number o rooms are available through lodgingblocks. Contact the
Sheraton Seattle Hotel
or the
Paramount Hotel
directly, mentioning the Washington State Bar Associationroom block. Where applicable, an early departure ee orresort charge may be assessed.
For Sheraton Seattle Hotel: 1-888-627-7056; ask or reservations;
rates begin at $159 + taxes per night or single/doubleoccupancy – cuto date August 31, 2009.For Paramount Hotel: 206-292-9500; ask or reservations;rates begin at $155 + taxes per night or single/doubleoccupancy – cuto date September 1, 2009.Reservation requests ater the cuto dates are subject to spaceand rate availability.
Receive updates in all major areas of estate planning
Meet the Speakers Forum
Our celebrated speakers will be available in Room 601 atertheir presentations or inormal discussion about their topicand to answer your questions.
41 Exhibitors in our Exhibit Hall
During both days o the program, make the Exhibit Hall the centero your networking opportunities. Visit our exhibitors to learn more
about services and products o interest to estate planning proessionals,
meet with other attendees, enjoy rereshments, and enter to wingreat door prizes!
21Timely Topics for Your Benefit
Gain a better understanding o developments on the ederal leveland other cutting-edge issues acing estate planners – such as
Estate Planning in an Era of Lost Value 
The most comprehensive
spectacular aculty 
o nationally and locallyrenowned speakers
networking opportunities
A unique opportunity to pose questions to acultyin our
Meet the Speakers Room
Cutting-edge issues
acing estate planners
    p    A
Tursday Aternoon Break Sponsor 
Te Seattle Foundation
Tursday Lunch Sponsor 
 West, A Tomson Reuters business
Friday Lunch Sponsor 
Union Bank, N.A.
Friday Aternoon Break Sponsor 
Te Washington rustee Ltd.
6:45 a.m.
Check-in for Pre-registrants • Walk-in RegistrationBegins • Distribution of Coursebooks • Sign-in forSelected Professions on Attendance Sheets • ExhibitHall Opens • Coffee and Pastry Service
Due to anticipated crowds, we encourage you to arrive by 7:15 a.m. or check-in.We recognize and thank our Bronze Sponsor:
Washington Archives Management 
We recognize and thank our Audiovisual Services Support Sponsor:
Pacifc Portolio rust Company 
8:00 a.m.
Welcome and Introductions by Co-chairs
 Julie Green, CLU (Chair) – Wealth Management Advisor,Northwestern Mutual Financial Network, Seattle Kirstin L. Humann (Co-chair) – Fahlman, Olson & Little,PLLC, Seattle 
8:15 a.m.
Charitable Remainder Trusts—Avoiding Bad Heir Daysand Near-Death Tax Experiences
Key Features: A whirlwind tour o charitable remainder unitrustsand annuity trusts. How to choose wisely among these plans; alsoterminating existing trusts and donating the remaining lie interestor dividing the assets between the income benefciary and thecharity; plus pitalls to avoid—or once you have allen in, how toclimb out.
Conrad eitell – Principal, Cummings & Lockwood, LLC,Stamord, C 
9:15 a.m.Estate Planning in an Era of Lost Value
Key Features: Clients usually enter into estate planning transactionson the assumption that asset values will rise. But values do notalways rise; they sometimes decline precipitously. This presentationwill address ways you can help clients adjust their estate plans toaccommodate a loss in value o assets as well as the opportunitiespresented by historically low values. Topics covered will includegits, disclaimers, eects o declining values on tax-driven ormulas,and substituting assets in trusts.
 M. Read Moore – McDermott Will & Emery LLP, Chicago, IL
10:15 a.m.Break in Exhibit Hall10:35 a.m.Federal Tax Update
Key Features: Stay current with this recap o the major cases,rulings, legislation, and regulations rom the past 12 months. Thissession will ocus on the ederal income, estate, and git taxdevelopments relevant to individuals and small businesses.
Proessor Samuel A. Donaldson – Director, Graduate Program inaxation, University o Washington School o Law; O Counsel,Perkins Coie LLP, Seattl
12:05 p.m.
Lunch Served in Room 6E • Dessert Served in Exhibit Area
We recognize and thank our Tursday Lunch Sponsor:
West, A Tomson Reuters business 
1:15 p.m.
The Morning After: Avoiding Tax Surprises in
T&E Settlements
Key Features: Without knowing the tax consequences o settlementsamong trust and estate fduciaries, benefciaries and the IRS, youdo not know how much your client has won or lost. This session willreview the potential git, estate and GST tax aspects o settlementsin such contests, including a review o signifcant changes in therules governing deductions under Section 2053.
 Julie K. Kwon – Stanord University, Stanord, CA
2:15 p.m.
Family Investment Partnerships: Structure, Design,Issues and Problems Beyond the Valuation Discount
Key Features: Family limited partnerships are the most popularestate planning vehicle today, but valuation discounts may becomea thing o the past (at least with respect to passive assets). Thispresentation will discuss how partnerships can be used tocommingle and manage liquid investments o amilies, beyond thevaluation discount. It will discuss alternative design and structuresrom the typical single class ownership structure to more exoticstructures that would include series, qualifed preerred, guaranteedinterests, etc. It will discuss a myriad o securities law, partnershiptax, income tax, and transer tax (specifcally Chapter 14) issues,along with the investment advantages and disadvantages o eachtype o structure.
Paul S. Lee – National Managing Director, Bernstein Global Wealth Management, New York, N
3:00 p.m.Break in Exhibit Hall
We recognize and thank our Tursday Aternoon Break Sponsor:
Te Seattle Foundation
3:20 p.m.
Washington State Recent Developments
Key Features: This presentation will update you on those Washingtoncases you missed reading this year but which may aect yourpractice. Also, highlights o new statutes rom the WashingtonState Legislature that aect your practice will be discussed. Recenttrends will be identifed and practice tips will be shared.
 Janis Rieke Cunningham – Perkins Coie LLP, Seattle (Day One continued next page)
Tursday, October 1, 2009

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