Past Events

May 14, 2024 2024 Annual Seminar
March 19, 2024 Regulated Assets, Art and Collectibles in an Estate Plan
Wendy Goffe, JD
January 16, 2024 Exchange Strategies for Concentrated Real Estate Positions
Jeffrey Walter, CFP, CMFC
November 21, 2023 Planning Ahead - Help Your Clients Keep Control of Their Lives and Money if They Become Incapacitated
Brad Stark, CFP; Brent T. Stanyer, J.D.
September 19, 2023 Where the Rubber Meets the Road in Estate Planning
Jennifer Hicks, Diane Kiepe, C. Eric Christiansen
May 23, 2023 2023 Annual Seminar
William Etter, Grant Forsyth, Kevin Sell, Jamie Mendelsohn, John A. Warnick
March 21, 2023 Older Adult Abuse and Exploitation featuring Dennis P. Hession
Dennis P. Hession
January 17, 2023 Tools to Examine Government Spending: Where Do Your Tax Dollars Go? featuring Christine Kuglin JD, LLM, CPA, CFE
Christine Kuglin JD, LLM, CPA, CFE
December 8, 2022 Winter Social Event
Happy Hour
November 8, 2022 Seattle Conference Summary Presented by SEPC Members
Moderator: Diane J. Kiepe
September 20, 2022 September Dinner Meeting featuring Tiffany R. Gorton, J.D., LL.M
Tiffany R. Gorton, J.D., LL.M., KHBB LAW PLLC
May 17, 2022 2022 SEPC Annual Seminar
Robert Pokorski, MD, MBA; Sean R. Bleck; Scott Martin, CPA/ABV, ASA; Kit Mac Nee, CFP, CRPC, AEP
March 15, 2022 Post-Mortem Estate Planning
Jeremiah W. Doyle, IV
January 18, 2022 A Bold Framework for Helping Clients Maximize the Impact of their Charitable Giving
Jennifer J. Hicks, CFRE, CAP Principal, Glenrose Philanthropy Advisors
November 16, 2021 November Dinner Meeting - In Depth discussions from Seattle EP Conference and 58th Annual NAEPC Conference
Hosted by Megan Lewis, President, SEPC
November 9, 2021 Roundtable Event
Roundtable Event
September 28, 2021 Forensic Accounting – What is it, who does it, and when do I need it?
Lenore Romney of Romney Financial Forensics, LLC
May 11, 2021 19th Annual Seminar for 2020-2021
Sheila Ridgway-Conflict of Interest; Angela Macey-Cushman-Special Needs Trust; Real World Application of Health Care POA & Directive - Panel
March 9, 2021 Long Term Care Act, Washington State
David Wolf, Wolf & Associates
January 12, 2021 2020 Tax Update with Kevin Sell, CPA
Kevin Sell, CPA, HMA CPA
November 10, 2020 Medicaid for Estate Planning by Elizabeth Wallace
Elizabeth Wallace
September 22, 2020 Protecting Digital Property - Creative Estate Planning Ideas and Recent Developments
Betsy Ehrenberg, CEO - Founder at Legacy Concierge LLC
May 19, 2020 SEPC Annual Seminar May 19, 2020
See Agenda below
March 17, 2020 CANCELED March 17 Dinner Meeting
January 21, 2020 January 21, 2020 SEPC Dinner Meeting - TEDRA Litigation Updates
James A. McPhee
November 12, 2019 November 12, 2019 - How a Person’s Love Life can Complicate their Estate Plan
Paul Firuz, Attorney
September 24, 2019 Save the Date - September 24, 2019 Dinner Meeting
Kristen Standifer
May 16, 2019 Annual Seminar May 14, 2019 - Survey Request
SEPC Members - we need YOUR Feedback!
May 14, 2019 2019 SEPC Annual Seminar Planning for Our Clients’ Future
There will be NINE Amazing Speakers this Year!
March 26, 2019 Irrevocable Life Insurance Trust (ILIT) Administration Risks
John Barkhurst, Sr. New Business Development Manager ITM TwentyFirst
Lisa A. Malpass, J.D., Winston & Cashatt, Lawyers
December 17, 2018 SEPC Wins Council of Excellence Award 2018
November 6, 2018 Valuation issues in Estate and Business Planning - A Panel Discussion
Kevin Sell, April Anderson & Scott Martin
September 18, 2018 September Dinner Meeting
David Green, CPA/PFS, AEP®, CFP®, J.D., LL.M.
May 15, 2018 Annual Seminar - All day event
7 Speakers for the All Day event
March 20, 2018 Secrets of Successful Families: Transfering Values with Wealth for a Lasting Legacy
Justin T. Miller, J.D.., LL.M., TEP, AEP®, CFP®
January 30, 2018 Care and Feeding of Self-Directed IRAs
Warren L. Baker JD, LL.M., Fairview Law Group, PS
November 21, 2017 The Intersection of Trust Administration & Investment Management: A Panel Discussion
Dave MacCulloch & Matthew Clarke
October 11, 2017 Integrating Asset Protection Planning Into Your Estate Planning Practice
Douglass S. Lodmell, JD, LL.M.,
September 13, 2017 Survey - September 12, 2017 Dinner Meeting
September 12, 2017 9/12/17 September Dinner Meeting
Stephanie R. Taylor, JD, LLM
August 16, 2017 2017-2018 Dinner Meeting Dates Available Now!
Mark Your Calendars!
August 11, 2017 Membership Renewal
Program Year 2017-2018
July 17, 2017 Dinner Meeting Announcement 2017-2018 Program Year
June 14, 2017 Robert G. Alexander Webinar Series
Lee J. Slavutin, MD, CLU®, AEP® (Distinguished)
May 23, 2017 5/23/17 SEPC Annual Seminar
Too Many to list
May 10, 2017 Webinar: Effective Estate Planning for Diminished Capacity; Can You Really Avoid a Guardianship?
Diana S.C. Zeydel, JD, LL.M., AEP®
March 14, 2017 3/14/17 March Dinner Meeting - 2017 Economic Outlook
Steve Scranton
January 10, 2017 January 10th Dinner Meeting - Updates on Washington Trusts & Estates
Stephanie Taylor, J.D., LL.M.
November 1, 2016 Income Tax Considerations for Trusts: Hot Topics
Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®
October 31, 2016 Map to new Meeting location on November 1st
October 11, 2016 10/11/16 Meeting Canceled
Alan Prat
September 13, 2016 The Practical Implications of the Regulations Restricting Valuations Discounts for Estate and Gift Tax Purposes
Thomas M. Culbertson
August 12, 2016 New Event Location & Map for Dinner Meetings
Spokane Estate Planning Council
May 17, 2016 2016 Annual Seminar
Multiple Speakers for this ALL Day Event
March 15, 2016 March Dinner Meeting - The A, B, C and Ds of Medicare
Greer Gibson Bacon
January 19, 2016 Presentation Materials Unmarried Individuals & Estate Planning Issues
Diane J. Kiepe
January 19, 2016 January Dinner Meeting - Unmarried Individuals & Estate Planning Issues
Diane J. Kiepe
November 10, 2015 November Dinner Meeting Estate Planning for the Modern Couple
Seanna M. Bodholt, Principal
September 15, 2015 September Dinner Meeting - Hospice 101
Tamitha Shockley, APR
May 12, 2015 Annual Seminar
Gary Flotron, John Mitchell, Brian Doherty
March 10, 2015 Navigating Generational Differences: Communicating vs. Connecting.
Daxs Stadjuhar, The Financial Services NETWORK
January 13, 2015 Washington Planning with QTIPs
Tom Culbertson
November 11, 2014 Results of the Midterm Elections and the Impact on Federal & Washington Tax Policy
David Zaudtke, CPA/PFS, JD, CFP, Eide Bailly LLP and Lisa Brown, PhD, WSU Spokane
September 9, 2014 Innovative Plan Designs with 401(k) and Cash Balance Plans
Marc McCall
May 20, 2014 Annual SEPC Seminar
Prof. Sam Donaldson, Kristi Mathisen, CPA, JD; Shann Ray Ferch, PhD; Barbara Isenhour, JD; Doug Wright
March 11, 2014 Estate Planning Considerations for Digital Assets
Rochelle L. Haller, J.D. Graham & Dunn, PC, Seattle
January 14, 2014 Discretionary Distributions: The Obligations of a Fiduciary
Trent Kiziah, U.S. Trust, California
November 12, 2013 Affordable Health Care Act: The Changing Face of Health Care
Joe Roberts, Moloney + O'Neill
September 10, 2013 Planning for Post Windsor:Estate Planning for Same Sex Couples in Washington
Wendy Goffe, JD: Stoel Rives, LLP
May 14, 2013 SEPC Annual Seminar
Thomas M. Forrest, Justin Ransome, Gair Petrie, Doug Lawrence
March 12, 2013 Ethical Issues in Charitable Planning with Case Studies
Sharon L. Morgan JD and Gayle Ogden JD, WSU Foundation
January 8, 2013 The Evolving Obligations of Fiduciaries in Washington State
Stephanie Taylor
November 13, 2012 What Advisors Should Know About Options for Senior Living in Spokane
Panel Discussion
September 11, 2012 September Meeting - Investing in an Uncertain World
Frank Pape, CFA, CPA
May 8, 2012 Annual Meeting - Estate & Distribution Planning for Retirement Benefits
Natalie Choate
March 13, 2012 March Meeting - Special Needs Trusts, including Insurance Planning
Barbara Isenhour, J.D.
January 10, 2012 January Meeting - Estate Planning for Real Estate
Jim Black, J.D.
November 8, 2011 November Meeting - Self-Directed IRAs - Legal, Tax, Planning, and Administrative Perspectives
September 13, 2011 SEPC September Meeting - Trust Accounting and Reporting, and Highlights of Changes to Trust Act
Kristi Mathisen, CPA/PFS, JD, Laird Norton Tyee
May 17, 2011 SEPC Annual Seminar 2011
See Agenda
March 8, 2011 Federal and State Estate Tax Update
Mark Roberts, J.D. - K&L Gates
January 11, 2011 What Estate Planners Should Know About Health Care Reform
Craig Culbertson and Robert Grannum, CPA
November 9, 2010 Social Security Claiming Strategies - Maximizing Retire and Survivor Benefits
Greer Gibson Bacon, CFP(R)
September 14, 2010 Vulnerable Adults: Dealing with Clients with Diminished Capacity
Numerous speakers on the topic.
May 18, 2010 SEPC Annual Seminar 2010
All Day Event
March 9, 2010 57th Annual Tax Institute Update
Samuel Donaldson
January 12, 2010 Tax Planning for Unmarried, But Committed, Couples
Gary Randall
November 10, 2009 SEPC November Meeting - Regulatory Update – WA Dept of Financial Institutions/Securities
Mike Stevenson
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