January 31, 2019

Approved for MCLE Credits: 6 Law and Legal, 1 Ethics

CPE 6.5

Annual Estate Planners Seminar

Seminar features regional and local speakers bringing their knowledge to a program designed to improve technique and strategies for all estate planning professionals.

Speakers

Ryan Bray, CPA, MST

Senior Manager, Tax Practice, Bader Martin P.S.

Coming from a family of musicians, Ryan inherited a creative bent and an independent streak that led him to Japan as an exchange student. It also led him to earn a master’s degree in taxation and, as a result, the affectionate title of family black sheep.

Now married and the father of two, he’s learned a great deal about the fine art of negotiation from his young children.

Ryan brings his diverse background and creativity to bear in helping clients to minimize taxes and deal effectively with what can seem an overwhelming government bureaucracy.

Ryan’s work integrates complex wealth transfer strategies with the day-to-day operations of family-owned and closely held companies. He helps clients with estate tax-saving ideas that move seamlessly from drawing board to implementation, while ensuring that the solutions actually align with his clients’ personal goals and philosophies.

Ryan is a senior manager in the firm’s tax practice and a member of the trusts and estates and high net worth practice groups.  He advises affluent individuals and families, and their family businesses, on income and estate tax matters. His clients include investors, business owners and company executives.

He also advises fiduciaries on estate administration, post-mortem tax planning and trust funding.

Timothy M. Friedrichsen, JD

President, Amicus Law Group, PC

Tim Friedrichsen is the founder and a principal shareholder in Amicus Law Group PC, and is a frequent speaker on trusts and estates and charitable giving. 

Amicus Law Group is located in downtown Seattle and represents moderate to high net worth families and individuals, including closely-held businesses and business owners, providing advice and counsel related to business formation, ownership succession planning, and business transactions, all coordinated with tax and estate planning.  Tim also leads the Firm's nonprofit practice advising educational institutions, charitable organizations, and philanthropic individuals and families on all aspects of complex charitable giving, fundraising, and tax planning and reporting.  

Tim is a member of the planned giving advisory boards of the Seattle Foundation, the University of Idaho, and Washington State University Foundation, and is a member of the Washington Planned Giving Counsel. Tim helped form the planned giving advisory boards of The Nature Conservancy of Washington and of Whitworth College, and previously served as President of the Board of Trustees for Childhaven, a Seattle-based organization dedicated to the protection of children who are the victims of child abuse and neglect. 

 

A graduate with distinction from the University of Iowa College of Law, Tim has been in private practice since 1985, beginning his career as a tax advisor at the public accounting firm of Deloitte & Touche.  He opened his own law practice in 1994 and founded Amicus Law Group in 2001. 

Anthony Hinson, JD

Sherrard, McGonagle, Tizzano & Lind

Tony is a Poulsbo attorney with over 22 years of legal experience.  Tony maintains a practice focused on estate planning, elder law, estate and gift taxation,  guardianship, and probate matters.  He practiced with the IRS Estate and Gift function for over 8 years and uses that valuable experience in serving clients with large and complex estates to maximize their ability to effectively provide for their family and charitable organizations through lifetime gifting and careful estate and trust planning. 

 

A Lieutenant Commander with over 20 years of active duty and reserve service in the US Navy JAG Corps, Tony is keenly aware of the unique issues facing military veterans and enjoys working with them to successfully integrate their retirement and other veteran benefits into their estate and retirement planning. 

Kol Medina, JD

President & CEO, Kitsap Community Foundation

Kol has been leading the Foundation since 2012 and leading local nonprofits since 2001. During this time, he has served as the Executive Director of two Kitsap County nonprofits, served on the Boards of ten nonprofit organizations, assisted scores of nonprofits as their legal counsel, and advised numerous other nonprofits on development and strategic planning topics. Kol has devoted his life to serving his community by serving nonprofits. 

Bruce R. Moen, JD

Owner, Moen Law Offices, P.S.

Bruce Moen has been in private practice in the State of Washington since 1976.  For the past 25 years, his practice has been limited to estate administrations and litigation.  This involves both representing private parties and accepting Court appointments as a fiduciary in contested estates.  Mr. Moen has been appointed by the Court as a Personal Representative, Special Administrator, Special Master, Guardian, or Trustee in contested estates over 100 times and as Guardian ad Litem approximately 200 times over the past 25 years.  He is regularly consulted or retained as an expert by other attorneys engaged in defending and prosecuting estate matters or in resolving difficult issues of estate administration.  He has periodically served as a Judge pro tem in the King County Superior Court and served regularly as a Court Commissioner pro tem from 1990 to 2010.

Mr. Moen has lectured and authorized over 60 articles for legal seminars sponsored by the Washington State Bar Association, the King County Bar Association, and the National Business Institute.  He has also authored a chapter on guardianship for the 1989, 1996, 2000, and 2006 editions of the Family Law Desk Book published by the Washington State Bar Association.  

Mr. Moen was quoted as a “commentator” by the Washington State Supreme Court in the published opinion of In the Matter of the Estate of Toth, 138 Wn.2d 650, 981 P.2d 439 (1999).  The Court of Appeals referred to Mr. Moen as an “acknowledged expert in the field of the administration of trusts, guardianships, and estates” and based their holding upon his expert testimony in an unpublished opinion, In Re Estate of Sullivan, Washington State Court of Appeals, Division I, Docket No. 49266-7-I (February 13, 2003).

Lisa Schaures, JD

Shareholder, Schwabe Williamson & Wyatt

Lisa Schaures guides businesses, social ventures, and nonprofits in the Pacific Northwest through everyday general counsel matters, quandaries, and major life cycle events. In more than 10 years of practice, she has helped clients through starting up, governance structuring, purchases, mergers, conversions, conflicts of interests, acquiring tax-exempt status, complex tax concerns, deferred compensation strategies, contract negotiations, and expansion growing pains. 

Harold Snow Jr., JD, LLM in Taxation

Hal Snow has 39 years of experience counseling families and business owners in the areas of business succession planning, asset protection planning, wealth transfer and transfer tax minimization. In the estate planning area, he has significant experience in succession planning for closely held businesses, including the transfer of ownership to the next generation with minimum estate tax cost. He also spends a significant amount of time working with clients who have multi-national planning issues.

Hal is the author of several articles in the areas of estate planning, asset protection planning and business succession planning, and is also a frequent speaker at estate and business planning seminars.

Richard Tizzano, JD

Richard has 25 years of legal experience in Washington and California and in the United States District Court for the Western District of Washington. Richard's expertise is in the areas of elder law, estate planning, estate settlement, guardianships and adoptions.


Richard is a graduate of Vanguard University of Southern California and Seattle University School of Law. Prior to law school, Richard served as an ordained Minister with the Assemblies of God Church, and has extensive experience in both the financial and commercial real estate markets. This unique background enables him to provide a compassionate, comprehensive approach to the practice of law and estate planning.

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This event is presented in partnership with Kitsap County Estate Planning Council, Kitsap Community Foundation and Olympic College Foundation
Sponsored by BNY Mellon

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Physical: 

9657 Levin Rd

Suite 220

Silverdale, WA 98383

Mailing:

PO Box 3670

Silverdale, WA 98383

 

Monday - Friday:  8 - 4

360.698.3622

Nonprofit Mailing List

Tax ID Number: 94-3205217