2024 Annual Seminar

Date: Tuesday, May 14, 2024
Time: 8:00am - 5:00pm
Location: Hemmingson Auditorium, Gonzaga University

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Samantha Potter

Presentation: We're Doing Death Dead Wrong! - Estate Planning/Administration, Preparation for Death and Dying

Samantha Potter is a Registered Paralegal who has worked for over 27 years at Lucent Law (starting at Hennessey & Edwards, before the two firms merged in 2018), and her primary focus is estate planning and administration.

Following a breast cancer diagnosis in 2021, and in preparation for her eventual retirement, Samantha founded Rubicon’s Edge Consulting, LLC,  where she offers End-of-Life Doula Services, assisting people prepare for and come to terms with dying, accompanying them on their final life transition; Bereavement Support for the loved ones left behind; and Life Transitions Coaching for those facing major life changes.


Bruce Moen

Presentation: Fiduciary Hats - Obligations as Fiduciaries, Estate Administration and Litigation

I have been in private practice in Washington since 1976.  My practice has been limited to estate administration and estate litigation for approximately 35 years.  I have administered literally hundreds of estates and participated in related litigation. I have lectured at legal seminars sponsored by the Washington State Bar Association, the King County Bar Association, and the National Business Institute and authored over 60 articles for legal seminars. The Court of Appeals referred to me as an “acknowledged expert in the field of the administration of trusts, guardianships, and estates” and based their holding upon my testimony in an unpublished opinion.


Chris Brandkamp

Presentation Topic: Issues When Buying or Selling a Book of Business - Tips on Business Purchase and Transfer

The dad of three great kids, husband of a wonderful lady he met in High School, aircraft builder and pilot, tax accountant (he really  didn't like that), employee at six different companies all of which no longer exist and then, at age 37, he finally found his gift in financial planning, guidance and investing. 


Ronda Larson Kramer

Presentation Title: Long-Term Care Planning for Estate Planning Clients - Holistic Estate Planning, Elder Law and Medicaid

Ronda Larson Kramer has practiced law in the Puget Sound region since 2001. She is a member of the WSBA’s Elder Law Section; King County Bar Association’s Guardianship and Elder Law Section; and the National Academy of Elder Law Attorneys (NAELA). She is VA accredited, and she is a board member of Senior Services for South Sound. She received her JD, master of tax laws (LL.M.), and a Master of Urban Planning (MUP) from the University of Washington. In her free time, she enjoys working on her family’s stewardship forest, and recently she has put her MUP to use for the first time to prevent a development that would pave over adjacent forestland in violation of the state’s growth management laws.


Jim Lusk

Presentation: Social Security - Use It or Lose It

Jim is the President of and Founder of Retirement Nationwide, Inc. since 1985, President of NAIFA Spokane (National Association of Insurance and Financial Advisors), since 2017, and Past President of Eugene Chapter of The Society of Financial Services Professionals, current board member Spokane Chapter. He is a member of FPA (Financial Planning Association) and a member of The Million Dollar Round Table 1984-1991. He is also speaker to numerous groups on Sales Training, Motivation, Pre-Retirement Planning, and other Financial Services.

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