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Endowment Estate Planning Webinars

Estate Planning through a Racial and Social Justice Lens

Estate Planning through a Racial and Social Justice Lens (1 CLE credit available)

Tuesday, September 22nd, 12:00-1:30

Register now at: https://us02web.zoom.us/webinar/register/WN_HF54ouvAT_ezZ50DtP3DYg 

Want to leave a legacy of justice?  Join us to hear about how to incorporate a race and social justice lens to your estate planning.

This webinar will invite people to consider how their economic benefits come with a greater call for responsibility, review recent tax policies that widen the racial wealth gap, and describe how social and racial justice  can be incorporated in estate planning. This event is hosted by the Endowment for Equal Justice, the only sustainable fund for legal aid in Washington state. 5 law and legal and .5 ethics CLE credits available. Activity ID: 1147677.

Materials:

Estate Planning with a Social Justice Lens Handout

Infographic -The Racial Wealth Gap

Video Recording of Webinar:

Our Speakers:

Lorraine del Prado, CSPG, FCEP

Lorraine del Prado is principal of del Prado Philanthropy and Vice President of Thompson & Associates.  She specializes in values-based estate planning consulting and philanthropic planning and is a frequent speaker on topics related to philanthropy and purposeful estate plans.  Lorraine has been in the field of charitable planning for more than 27 years and holds the designations of Certified Specialist in Planned Giving (CSPG) and Fellow in Charitable Estate Planning (FCEP).  She is President of Leave 10, Board Member of the Seattle Philanthropic Advisors Network and Past Chair of the Grant Leadership Team of the Washington Women’s Foundation.  She is also a member of the Purposeful Planning Institute, the Washington Planned Giving Council and the Estate Planning Council of Seattle.

Elena Pullen-Venema, CAP©

Elena Pullen-Venema has been with the Community Foundation of Snohomish County since 2013. As Director of Gift Planning, she works closely with individuals, families, and their accountants, attorneys and financial advisors to help build tax friendly charitable giving options that create meaningful legacies and grow philanthropy throughout Snohomish County. Elena is Co-Chair of the Advancing Leadership Committee for the Association of African American Financial Advisors. She is also former Board President for the Snohomish County Estate Planning Council. With more than 20 years of experience in the nonprofit sector, Elena also has her MBA in Finance. She received her Chartered Advisor in Philanthropy (CAP©) designation from the American College of Financial Services in September 2018.

If you have any questions for our speakers related to the webinar topic, please email your questions to jessican@legalfoundation.org. Recording available upon request.

 

Estate Planning 101 (1 Ethics CLE Credit Pending)

Tuesday, October 20th, 12:00-1:30

Register now at: https://us02web.zoom.us/webinar/register/WN_PbnMLCW4Rcmq6WD-_feQMA

Ready to look at or revise your estate plan? Join Estate Planning expert Teresa Byers to hear about what’s new and important to remember as you begin or revise your will. Attorney Michael J. Longyear will moderate and you will learn how you can leave a legacy of justice from Gail Mautner. We will cover topics such as what is a will and who’s involved in it, the difference between probate and non-probate assets, the SECURE Act of 2020 and what it means for you, and the benefits of charitable giving. Activity ID: 1151174.

It’s a good time to think about the future and your estate. We can help. This event is hosted by the Endowment for Equal Justice. 1 CLE credit pending. For any questions, email jessican@legalfoundation.org.

Materials:

Estate Planning 101 Powerpoint

Our Speakers: 

Teresa Byers, Ogden Murphy Wallace

Washington courts have confirmed time and again that the right to dispose of one’s property is a valuable right, and a right to be sustained whenever possible. Teresa is an advocate for the exercise and defense of that valuable right. Specifically, Teresa engages in proactive estate planning to help her clients create estate plans that manifest their intentions and values, including caring for family members, creating and funding trusts, advising on gifts, avoiding unnecessary taxes, and protecting family wealth. Beyond the mere transactional aspects of estate planning, Teresa is a partner throughout the aging process, assisting families in navigating transitions and implementing the estate plan by advising agents acting under powers of attorney, establishing and maintaining guardianships for minors and incapacitated adults, engaging in end of life planning, and administering probates and trusts.

Teresa recognizes that not every family engages in timely and proactive planning, and even the best laid plans occasionally fail.  In that event, she handles the litigation needed to resolve trust and estate disputes and protect vulnerable adults.  An experienced litigator, Teresa has represented parties through all stages of litigation, beginning with initial filings in the superior court and continuing through mediation, trial, appeal and ultimately to the Washington State Supreme Court. Teresa worked on many of the seminal published cases interpreting Washington’s Trust and Estate Dispute Resolution Act (TEDRA).  She also practices in Oregon and Alaska.  While admitted pro hac vice in California, Teresa was part of a team of talented attorneys and staff who made new law regarding the rights of trust beneficiaries.

Teresa is also experienced in working with nonprofit and tax-exempt organizations.

Mike Longyear, Reed Longyear

Michael Longyear has over 25 years of experience helping clients make important decisions regarding their personal and estate planning, guardianship proceedings, probate and trust administration, as well as elder law issues. He also devotes part of his legal practice to related real estate and business organization management matters.

Michael values the opportunity to educate his clients about proactive planning and personal decision making. Michael enjoys helping clients to solve complex problems and to meet the goals of individuals, couples and families. Taking a big picture approach toward his clients’ planning needs, Michael works with clients about their best options and opportunities in order to select a tailored course of action.

Michael has been recognized as a 2020 Super Lawyer by Washington Law & Politics Magazine, as well as a Super Lawyer in 2001-2010 and 2014-2019. He was also named Seattle Best Lawyer in 2001 and 2003 by Seattle magazine. Michael received the Highest Possible Peer Review Rating in Trusts & Estates from Martindale-Hubbell for being rated AV Preeminent by his peers. He is a Children’s Legacy Advisor at Seattle Children’s Hospital and Research Foundation, a member of the Estate Planning Council of Seattle, as well as a member of the Washington Planned Giving Council, and North West Family Business Advisers.

Michael is on the Executive Committee for the Real Property, Probate & Trust section of the King County Bar Association (KCBA).  Michael is also currently a member of the Executive Committee and Co-Chair of the CLE Committee for the Washington State Bar Association’s (WSBA) Elder Law section. He is Past-Chair of the Elder Law Section of the Washington State Bar Association and served on the Executive Committee from 1999 to 2008. He previously served on the executive committee of the Real Property, Probate and Trust Section of the Washington State Bar Association.