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Webinar: The SECURE Act An Overview

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.

Webinar: Transitioning to Adulthood: Advising Families with a Child with Disabilities as Their World Changes

Presented by Josh Brothers of Brothers & Henderson, P.S.

Credits: 1.5 Law and Legal Credits (CPG & WSBA)

 
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.
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