January 30, 2020

Olympic College - 1600 Chester Ave, Bremerton
Bldg 11, Room 117 (ENG) – Rotunda

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Kitsap 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

Wendy S. Goffe, JD

Partner at Stoel Rives, LLP

Wendy Goffe has more than 25 years of experience counseling clients on estate planning issues. Her experience includes advising clients on matters including probate and trust administration, estate and gift taxation, charitable giving and nonprofit trusts and corporations, family-owned business succession and issues concerning unmarried couples. Wendy has extensive experience preparing prenuptial, postnuptial and cohabitation agreements.

Wendy is a regular speaker at local, regional and national events addressing a number of estate planning topics. She has also been interviewed by and written for many national publications. Wendy was previously a contributor to Forbes.com, and her articles can be found here. Before joining Stoel Rives, Wendy was a shareholder at Graham & Dunn PC and an attorney at Bogle & Gates.

Sage M. Graves

Attorney at Law Hickman Menashe, P.S.

Sage M. Graves is an associate attorney with Hickman Menashe, P.S. in Lynnwood, Washington. At Hickman Menashe, Ms. Graves practices elder law, including estate planning, special needs trusts, probate administration, Medicaid Long-Term Care planning, and guardianship. She also serves as a Title 11 Guardian ad Litem in Snohomish County. Ms. Graves is the Legislative Co-Chair to the Washington State Bar Association Elder Law Executive Committee and is a member of the King and Snohomish County Bar Associations. She received her J.D. from Seattle University School of Law in 2016 and a BA in Sociology from the University of Hawaii at Hilo in 2010.

Anthony Hinson, JD

Hinson Law Firm, PLLC, Attorney at Law with 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. 

Kristi L. Richards, J.D./LL.M.

Attorney at Law with Northwest Elder Law Group

Kristi L. Richards concentrates her practice in the areas of estate and trust planning, business transition planning, wealth transfer planning, and trust and estate administration, frequently working with individuals who own closely-held or family-owned businesses. Kristi’s estate planning experience includes preparing wills and trusts (revocable and irrevocable), forming family limited liability companies, assisting clients with lifetime gifting, and assisting clients with estate tax and wealth transfer planning. She enjoys taking a client’s wishes and translating them into a cohesive estate and business transition plan. In addition, Kristi assists clients with the difficult issues that arise in transitioning assets after the death of a family member or friend through any trust and estate administrations process.

She graduated (summa cum laude) from Buena Vista University, then received her Juris Doctor from the University of Washington School of Law in 2014. She received her Master of Laws in Taxation from the University of Washington Law School in 2018.

Kristi is a member of the Washington State Bar Association, the King County Bar Associations, and Washington Women Lawyers. She was elected to chair the WSBA Tax Sections’ Young/New Lawyer Committee in 2017.

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

Principal at Sherrard, McGonagle, Tizzano & Lind

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.

M. John Way

John brings a unique perspective to tax and estate planning law.  With a background working as Assistant Public Defender and later as a consultant in the corporate world, John approaches each client’s legal issue with the heart of an advocate and the mind of a businessman. He advises private business owners throughout the entire business lifecycle from formation, operation and growth, through eventual transition out of the business, whether by sale, reorganization or liquidation. Tackling all phases of wealth preservation and estate planning, he creates customized strategies for the most complex situations.  John also represents clients in their dealings with the IRS and state and local taxing authorities, including the Washington Department of Revenue.  

John is an Adjunct Professor at the University of Washington’s School of Law, ‎teaching in the Masters in Taxation program. He is the current Chair of the Special ‎Needs Trust Committee of the American Bar Association’s Real Property, Trusts ‎and Estates Section, a Past President of the South Puget Sound Estate Planning ‎Council, a Fellow with the American Bar Foundation and a former City Council ‎Member.

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This event is presented in partnership withKitsap 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

 

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If you need to drop something off at the office, please call
(360) 698-3622 to coordinate.

(360) 698-3622

Tax ID Number: 94-3205217

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