May dinner meeting: Please join us for the May 17, 2017,dinner meeting featuring Matthew Wesley, a director in the Center for Family Wealth Dynamics and GovernanceTM for the Merrill Lynch Private Banking and Investment Group, who will speak on the topic, "A Strategic Approach to Estate Design." Matthew is an internationally recognized practitioner and thought leader on the issues facing financially successful families. With a career that spans 29 years as an estate planning attorney, family advisor, facilitator, and consultant, he helps address the complex issues of generational transition, family culture and ongoing governance. These issues often affect family enterprise succession, philanthropy and wealth transfer.

To register onlineplease go to There is no charge for dues paid members, but you must pre-register for each dinner meeting.

Also at the May meeting, the 2017-18 EPC Officers and Executive Committee Members will be voted on. Up for election are:

Ronald Nagle, CPA - President

Carla Wigen, JD - President Elect

Kathryn Garrison, CFP - Treasurer

Michael Harman, JD- Secretary

Kurt Olson, JD - Immediate Past President

Margaret Liu, JD - Executive Committee

Dan Halos, CFP – Executive Committee

Gina Chang, CPA – Executive Committee

Steven Schindler, JD – Executive Committee

Joe Cervantes, CFP – 2017 Estate Planning Seminar Chair

Scott Wallace, JD – 2017 Estate Planning Seminar Co-Chair

[C1]

Mark your calendars for these upcoming events:

  • May 10, 2017Noon – 1 p.m. Webinar: Effective Estate Planning for Diminished Capacity; Can You Really Avoid Guardianship with Diana Zeydel, JD, LL.M., AEP® (Distinguished)[C2]
  • June 8, 2017 4:30 – 6:30 pm. Member Social Happy Hour, Columbia Tower Club
  • June 14, 2017 Noon - 1 p.m. NAEPCWebinar: A Potpourri of Planning Ideas with Life Insurance with Lee J. Slavutin, MD, CLU®, AEP® (Distinguished)
  • July 12, 2017 Noon - 1 p.m. NAEPCWebinar: Topic TBD.
  • August 9, 2017 Noon - 1 p.m. NAEPCWebinar: Alternatives to Self Settled Trusts with Gideon Rothschild, JD, CPA, AEP® (Distinguished)
  • September 13, 2017 Noon - 1 p.m. NAEPCWebinar: The Perfect Modern Trust Including Income Tax Sheltering Opportunities with Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)
  • September 20, 2017 – Dinner Meeting
  • November 9-10, 2017 – Annual Estate Planning Conference
  • December 6, 2017 – Dinner Meeting

EPC welcomes new members: If you know anyone who is interested, please have them apply. Anyone with membership questions should contact membership committee chairs Steven Schindler (206) 359-6221 or Gina Chang (425) 453-9192.We welcome the following new members who have joined EPC since our last report to you: [C3]

Tyler Bartlett, ChFC, CFP, Merriman Wealth Management

Anton Cauthorn, JD, Reed Longyear Malnati Aherns

Allison Kollack, CPA, Wellspring Group CPA’s

Megan Kuchan, CPA, Clark Nuber, P.S.

Lindsey McKay, CFP, McKay Wealth Management

Randy Siegel, CTFA, CFP, Cornerstone Advisors

Marianna Willey, CPA, Bader Martin P.S.

Puget Sound Business Journal Estate Planning Section: The Puget Sound Business Journal on March 3, 2017, published a special section on estate planning. If you'd like copies, please contact Marcia Bartlett at

[C1]Please correct this for me. I tried to move people up, but I may have done it incorrectly and I don't know who all will be on the Exec Committee and who will be chairing the Estate Planning Conference.

[C2]location?

[C3]Please add new members.