Webinar: How “Secure” is Your Retirement Benefits Planning? The Current Status of Retirements Benefit Planning after the SECURE Act and the SECURE 2.0 Act. July 01, 2023

Presented by: Mark D. Munson, CELA*, Ruder Ware, L.L.S.C.

(90 minutes – applied for 1.5 credits Law/Legal)

Description: The Current Status of Retirements Benefit Planning after the SECURE Act and the SECURE 2.0 Act. Relying on his experience advising clients in the areas of elder law, public benefits (including special needs trusts), estate and trust planning, and taxation, Mark designed this session to include a discussion of retirement benefits planning to the passage of both the SECURE Act and SECURE Act 2.0 for both disabled and non-disabled beneficiaries and planning options, including how to “stretch” the distribution period for non-disabled beneficiaries.


About our Speaker:

Mark focuses his practice in the areas of elder law, public benefits (including special needs trusts), estate and trust planning, and taxation. Mark regularly advises clients in the areas of asset protection and medical assistance eligibility as well as probate and estate administration, trust administration, and guardianship. Mark is a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation, the only organization accredited by the American Bar Association for the certification of elder law attorneys in the United States.

Webinar: Vulnerable Adult Protection Actions – Important Considerations and Long-Term Consequences June 16, 2022

Presented by Kevin Khong, Helsell Fetterman LLP

(90 minutes – applied for 1.5 credits Law/Legal)

Description: In 2021, the Washington State legislature passed a new law which consolidated the six types of civil protection orders in the state within the framework Chapter 7.105 RCW. In doing so, the legislature developed new requirements for the filing of, notice of, and prosecution of vulnerable adult protection actions (VAPAs) which take effect on July 1, 2022. This presentation will provide an overview of VAPAs and examine the changes which will take effect once Chapter 7.105 RCW takes effect.


About our Speaker:

Kevin is a Partner with the firm who practices in the trust and estate litigation practice group and who also specializes in civil appeals for a number of different legal practice areas. Kevin assists clients in matters involving probate disputes, will contests, trust account discrepancies, fiduciary abuse, guardianships, and committed intimate relationships. He has extensive training in domestic violence investigation and vulnerable victim protection and has handled countless motions, hearings, and trials before the District and Superior Court benches.

In addition to his trial court practice, Kevin has also expanded into appellate litigation practice where he has authored numerous appellate briefs and argued appeals for subject matters such as trusts, estates, guardianships, medical malpractice, breach of contract, and receiverships.

Prior to joining Helsell Fetterman, Kevin spent three years as a Deputy Prosecuting Attorney with King County Prosecuting Attorney’s Office. During his time as a prosecutor, he handled over 30 bench and jury trials for matters ranging from misdemeanors to serious felonies. He also handled an inquest ordered by the County Executive investigating a police involved shooting. Kevin has transitioned his litigation

Kevin graduated Cum Laude from Seattle University School of Law in 2013, where he was a member of the Asian Pacific Islander Law Society and teaching assistant for Criminal Law, Civil Procedure, Contracts and Property. While in law school, he was a legal extern to Washington State Supreme Court Justice Steven Gonzalez and was both an intern and extern with King County Prosecuting Attorney’s Office.

Prior to attending law school, he graduated from the University of Utah in 2009 with Cum Laude honors, receiving an Honors Bachelors of Science degree in Political Science and Bachelors of Science degree in Sociology.

Webinar: Transitioning to Adulthood Advising Families with a Child with Disabilities as Their World Changes September 16, 2021

Presented by Joshua L. Brothers of Brothers Henderson, P.S.

(90 minutes – applied for 1.5 credits Law/Legal)

Description: Review of the issues, tools, and planning for families who have a child with disabilities who is transitioning into adulthood/out of school. Learn what you need to know to counsel and represent families who have a child who is or will soon be 18 years old and to counsel and represent adults with disabilities who wish to retain some or all of their rights. Topics covered will include decision making and guardianship, public benefits for adults, estate planning issues for the parents, special needs trusts, ABLE Accounts, housing choices, education, and employment. The webinar will provide a basic checklist of issues to discuss when a family or disabled adult comes to you for legal planning.

About our Speaker: Joshua L. Brother represents individuals, families, and professionals in the areas of estate planning, disability law, elder law, trust development and administration, probate, guardianship, benefits advocacy, benefits litigation, and settlement planning. Mr. Brothers is a member of the Washington State Bar Association, Oregon State Bar, King County Bar Association, Academy of Special Needs Planners, Washington Academy of Elder Law Attorneys, Washington State and American Associations for Justice, the Arc of Washington State and King County, and the Brain Injury Alliance of Washington. He has received the Accredited Investment Fiduciary designation® and was named a Super Lawyer in 2019 and 2020 and a Five Star Financial Services Professional in 2016 and 2017. He is a frequent presenter at continuing legal education seminars, parent group meetings and other conferences, and symposiums on issues related to his areas of practice.

Mr. Brothers currently gives his time serving on the Brain Injury Alliance of Washington Board of Directors and the Washington State Association for Justice’s continuing legal education committee. When he’s not practicing law, Mr. Brothers enjoys spending time with his wife, two daughters, and three dogs. He is an avid surfer and skier. Prior to law school, Brothers was one of 60 cyclists in the 1999 Journey of Hope bicycle ride from San Francisco to Washington, D.C., raising money and awareness for people with disabilities.

Webinar: The SECURE Act An Overview June 17, 2021

Presented by John Creahan, Founder of Cairn Law

(90 minutes – applied for 1.5 credits Law/Legal)

Description: During this session, John Creahan, the founder of Cairn Law, will provide a broad overview of the SECURE Act and its impact on our clients’ plans for distributing their IRA assets at death. Topics will include the 5- and 10-year distribution rules (and the exceptions), the Act’s impact on income and estate taxes, and the basics of leaving IRA assets to a trust. This program will focus on helping clients plan and will not address post-death IRA administration.
About our Speaker: John’s practice at Cairn Law specializes in basic and sophisticated estate planning (including wills, trusts, and estate tax planning) and probate and trust administration matters. He regularly advises clients on charitable giving issues and designs plans that align his clients’ personal and financial goals. He is currently a member of the professional advisor councils at both the Fred Hutch and the Seattle Foundation and previously served on PATH’s Reach Campaign committee. He is a member and former president of the Washington Planned Giving Council. John attended the University of Washington School of Law and Brown University. He and his wife live in Seattle.