Document Library

Categories

Council Documents

Document Name Date Added
Map to Hemmingson Center 2024-09-07

A. Bylaws

Document Name Date Added
Bylaws 2025-06-02

C. 2024-2025 Programming Year

Document Name Date Added
Panel Questions 2025-05-28
Sam Donaldson Materials 2025-05-28
Donna Peck Presentation 2025-07-01
Greg Bowman Presentation 2025-05-29
Kevin Sell Presentation 2025-05-28

D. 2023-2024 Programming Year

Document Name Date Added
Unusual Assets Art, Guns, Wine, Cannabis 2024-03-22
HGIT Fact Card RIA 2024-01-28
Samantha Porter Presenation 2024-05-17
Ronda Larson Kramer Presenation.1 2024-05-17
Chris Brandkamp Presentation 2024-05-17
Bruce Moen Presentation.1 2024-05-17
Hines 1031 721 Exchange Brochure 2024-01-28
Exchange Strategies for Concentrated Real Estate Positions 2024-01-01
Ronda Larson Kramer Presentation.2 2024-05-17
Jim Lusk Presentation 2024-05-17
Bruce Moen Presentation.2 2024-05-17

E. 2022-2023 Programming Year

Document Name Date Added
From Bach to Business 2023-05-26
Purposeful Trusts and Legacies 2023-05-26
Generational Estate Planning 2023-05-26
Economic Update Presentation 2023-05-12
Older Adult Abuse 2023-03-26
TRG Ethics 2022-09-11
Recent Tax Developments 2023-05-26
Life Settlements and Life Insurance Valuation 2023-05-26
Generational Estate Planning 2023-05-23
Agenda for 2023 Annual Seminar
Agenda.docx (27K)
2023-05-12
Tools to Examine Government Spending 2023-01-03

F. 2021-2022 Programming Year

Document Name Date Added
Longevity by Dr Robert Pokorski
Longevity.pdf (2384K)
2022-05-13
Decline of Cognitive & Financial Ability by Dr Robert Pokorski 2022-05-13
Current Behavioral Finance Presentation by Kit Mac Nee 2022-05-07
Maximizing Impact of Charitable Giving 2022-07-10
Update re WA Probate Trust Law-2021 2021-11-17
Forensic Accounting 2021-09-27
Long Term Care by Dr Robert Pokorski 2022-05-13
Social Security & WA Medicaid Rules for SNT by Sean R Bleck 2022-05-07
Valuation Presentation by Scott Martin 2022-05-07
15 Questions to Ask Clients About Their Charitable Giving 2022-01-18
WA Guardianship Law 2021-11-17

G. 2020-2021 Programming Year

Document Name Date Added
Conflict of Interest Presentation 2021-04-30
2020 Tax Update - Kevin Sell 2021-01-13
Medicaid for Estate Planning 2020-10-29
Protecting Digital Assets - Full Presentation 2020-09-28
Pearls and Pitfalls Advance Directives for CEL 2021-05-17
Testamentary Trusts - Angela Macey-Cushman 2021-05-11
Article - Conflict of Interest
Article.pdf (67K)
2021-04-30
Washington Long Term Care Trust Act 2021-03-12
Medicaid for Estate Planners Presentation 2020-11-12
Digital Assets 2020-10-13
Fifty Steps - Protecting Digital Assests 2020-09-28
Surrogate Decision Making Pack 2021-05-17
Real World Application of Health Care POA 2021-05-11
Young v Boatman 2021-04-30

H. 2019-2020 Programming Year

Document Name Date Added
Specialty Asset Management 2020-02-17
November 12, 2019 Dinner Meeting Presentation 2019-11-01
Transfer of Wealth - Imagine the Possibility 2020-05-19
Navigating the Current Charitable Planning Landscape: A view from the inside 2020-05-19
Pension Options Planning 2020-05-19
Ethics Presentation 2020-05-18
January 21, 2020 Meeting - TEDRA Litigation Updates 2020-01-09
September 24, 2019 Presentation - Financial Exploitation of Vulnerable Adults 2019-09-13
Identity Theft Information from Wendy Goffe's Presentation 2020-05-19
EP for the Evolving Modern Family 2020-05-19
Ethics Presentation Powerpoint 2020-05-18

I. 2018-2019 Programming Year

Document Name Date Added
Adam Sweet TAX REFORM: THE CURRENT STATE OF AFFAIRSFOR INDIVIDUALS & SMALL BUSINESSES 2019-05-13
Meet the Faculty Annual Seminar - Planning for Our Clients Future 5.14.19 2019-05-11
Jordon Rosen Estate Planning for the 99% of Us 2019-05-01
3.26.19 Irrevocable Life Insurance Trust (ILIT) Administration Risks by John Barkhurst 2019-03-20
3.26.19 Slideshow PDF Irrevocable Life Insurance Trust (ILIT) Administration Risks.docx 2019-03-20
11.6.18 Valuation issues in Estate Planning and Business Planning - A Panel Discussion 2018-10-24
Curt Crusch Presents APS Elder Abuse 2019-05-13
Ashley Strumbaugh - Spokane Market Update 2019-05-10
Katherine Roy 2019 Guide to Retirement Presentation 5.14.19 2019-05-01
3.26.19 Extra Presentation Material - Remediation Case Studies (1) 2019-03-20
1.22.19 SEPC - WHAT IS A GUARDIAN AD LITEM - WHEN ARE THEY NECESSARY by Lisa Malpass J.D. 2019-01-15
9/18/18 When 2018-10-23

J. 2017-2018 Programming Year

Document Name Date Added
5 -Sam Donaldson - Contemporary Planning Strategies After the Tax Cuts and Jobs Act 2018-05-11
Business Succession Planning 2018-05-01
03.20.18 Justin Miller - Successful Families 2018-03-22
The Care & Feeding of Self-Directed IRAs by Warren L. Baker 1/30/18 2017-12-12
Gair Petrie WSBA Lecture 2017-08-11
9/12/17 Estate Planning for Digital Assets Outline 2017-09-11
Paul Viren - The Death of Long-Term Care Insurance - Now What? 2018-05-11
Economic Update 2018-05-02
The Role of Aging Life Care Mgrs in Estate Planning 2018-05-01
Secrets of Successful Families: Transfering Values with Wealth for a Lasting Legacy 2018-03-12
Print Materials for Estate Planning for Digital Assets 2017-09-11
Doug Lodmell presentation You Tube Link.docx 2017-08-11

K. 2016-2017 Programming Year

Document Name Date Added
David Murray - Secondary Planning for CRT's 2017-05-30
05/23/17 Annual Seminar Agenda 2017-05-30
01/10/17 Updates of Trusts PowerPoint 2017-05-30
11/1/16 Income Tax Considerations for Trusts: Hot Topics 2017-05-30
09/13/16 Dinner Meeting 2017-05-30
Kelli Franco and Val Perry - What to Expect from President Trump's Tax Reform 2017-05-30
Gair Petrie's Lecture 2017-05-30
J. Patrick Clunan - Understanding your Social Security Options 2017-05-30
Doug Lodmell - The Bridge Trust - Offshore Protection with Domestic Simplicity 2017-05-30
Faculty Annual Seminar 2017-05-30
2017 Economic Outlook 2017-05-30
11/01/16 PowerPoint Notes by Justin Miller 2017-05-30
10/11/16 Building Collaborative Relationships with Like-Minded Advisors 2016-11-01
09/13/16 SEPC September Meeting Documents 2016-11-01
Wendy Goffe - Administering Unusual Assets and Cannabis 2017-05-30
Michael Brejda - Economic Update 2017-05-30

L. 2015-2016 Programming Year

Document Name Date Added
ABCandDs of Medicare Presentation by Greer Gibson Bacon 03.15.16 2016-08-12
11/10/15 - Estate Planning for the Modern Couple 2016-08-12
09/13/16 Presentation Documents - PowerPoint 2016-11-01
Marc McCall - Defined Benefit Plan Summary 2016-08-12
5/17/16 Panel Discussion: Practical Planning Tips for Clients Facing the End of Life 2016-05-31
Marc McCall - Cash Balance Plan Summary 2016-08-12
5/17/16 Judd Marten Presents - Coordinating IRAs with Estate Planning 2016-05-31
Social Security Update Presenation Bonus by Greer Gibson Bacon 03.15.16 2016-08-12
03/15/16 The A, B, C and D's of Medicare by Greer Gibson Bacon 2016-08-12
1/19/16 - Unmarried Individuals & Estate Planning Issues 2016-08-12
Marc McCall - Safe Harbor Feature Summary 2016-08-12
05/17/16 Paul Viren Presents - SEPC Planning for the 99% 2016-05-31
Marc McCall - Overview of DB Plans 2016-08-12
5/17/16 Panel Discussion: Practical Planning Tips for Clients Facing the End of Life 2016-05-31
5/17/16 Stefanie Page & Jenny Gordon Presents - Behavioral Finance Common Sense isn't always common 2016-05-31

M. Archive

Document Name Date Added
Nov 2011 - Garry Shea Outline 2013-12-26
Kristi Mathisen - Wealth Management 2014-07-30
March 2013 - Fundamental Rules for Professional Conduct 2014-09-03
Nov 2011 - Buddy Sliva Outline 2013-12-26
March 2014 - Rochelle Haller, Estate Planning of Digital Assets 2014-09-03
March 2013 - Code of Professional Responsibility 2014-09-03
Sept 2011 - Mathisen Powerpoint 2013-12-26
January 2014 - Practical Issues in Trust Administration, Trent Kiziah 2014-09-03
Aging, Challenged & Changed - John Mitchell 2016-05-12
March 2013 - AICPA Code of Professional Conduct 2014-09-03
Sept 2011 - Mathisen Outline 2013-12-26
November 2013 - Benefits 101 - Health Care Reform 2014-09-03
Dax Stadjuhar, Navigating Generational Differences 2015-08-21
March 2013 - Sharon Morgan, Speaker Outline 2014-09-03
Marc McCall, Innovative Plan Designs 2015-08-21
November 2012 - David Wolf, Panel Participant 2014-09-03
Tom Forrest Changing Trust Situs 2013-12-26
Annual Meeting 2012 - Natalie Choate Flyer 2014-09-03
Jan 2012 - Jim Black Outline 2013-12-26
March 2013 - Schwab Conversations Starters 2014-09-03
Barbara Isenhour - Special Needs Planning 2014-07-30
Nov 2011 - Speaker Contact Information 2013-12-26
March 2013: Case Study #2 2013-12-26
Nov 2011 - David Green Outline 2013-12-26
Professor Samuel A. Donaldson - Federal Tax Update 2014-07-30
March 2013 - Model Standards of Practice for Charitiable Gift P 2014-09-03
Nov 2011 - Buddy Sliva Entrust Bio 2013-12-26
January 2014 - Trent Kiziah, Discretionary Distribution Scenarios 2014-09-03
March 2013 - CFP Code of Ethics and Professional Re 2014-09-03
Sept 2011-Trust & Estate Update-Late Breaking News 2016-02-04
November 2013 - HCR Exchange Health Insurance Subsidies 2014-09-03
UPIA-TOLI - Gary L. Flotron 2016-05-12
March 2013 - Case Study #1 2014-09-03
Sept 2011 - Kristi Mathisen JD CPA Bio 2013-12-26
September 2013 - Wendy Goffe, After Windsor 2014-09-03
Tom M. Culbertson, Washington QTIP Trusts 2015-08-21
January 2013 - Stephanie Taylor JD, LL.M 2014-09-03
Doug Lawrence Planning for the $10MM-$2MM Estate 2013-12-26
September 2012 - Frank L. Pape, CFA Presentation 2014-09-03
Justin Ransome's Recent Developments 2013-12-26
March 2012 - Isenhour Speaker Outline 2014-09-03
Doug Lawrence, Stokes & Lawrence 2014-09-03
Doug Wright - Economic Forcast 2014-07-30
The Future for Estate Planners 2013-12-26
March 2013 Case Study #3 2013-12-26