SPOKANE ESTATE PLANNING COUNCIL

Please mark you calendars for the  Spokane Estate Planning Council January Dinner Meeting, located at the John J. Hemmingson Center at the Gonzaga University Spokane Estate Planning Council

January 10, 2017

Updates on Washington Trusts and Estates:

A Review of the Recently Enacted and Proposed Laws relating to Trusts and Estate

Presented by Stephanie R. Taylor

5:45 – 6:00 p.m.

Stephanie R. Taylor is a principal with the law firm of Randall | Danskin, P.S., where she practices in the areas of estate planning, probate and trust administration, trust and estate dispute resolution, tax controversies and closely held business planning.  Ms. Taylor is licensed to practice in Idaho, Florida and Washington.  She is a frequent speaker on estate planning, trust administration and taxation.  Ms. Taylor is currently an adjunct professor for Gonzaga University School of Law where she teaches Estate Planning.  Ms. Taylor is a fellow of the American College of Trust and Estate Council (ACTEC). 

Ms. Taylor received her B.S. degree from Lewis-Clark State College, her MBA from Gonzaga University School of Business, her law degree from Gonzaga University School of Law and her LL.M. in Taxation from the University of Florida, Leven College of Law.  She is a member of the Washington State Bar, the Spokane County Bar Association, the Florida Bar, the Idaho Bar and the American Bar Association.  Ms. Taylor currently serves on the Executive Committee of the WSBA Real Probate Property and Trust Section, as well as a member of the Inland Northwest Community Foundation’s Gift Planning Committee.  Ms. Taylor is currently the President of the Spokane Estate Planning Council.

6:00 – 7:00 p.m.

Program Description:  Continuing Education Credits

In 2016, there were a few key laws enacted and proposed that impact Trusts and Estates.  This program will discuss:

• Washington Directed Trustee Act.  How does the Act change prior law?  What are fiduciaries liable for with respect to acts of other advisors?  What remains to be determined by case law?  How best to utilize this moving forward and potential traps?

• Uniform Fiduciary Access to Digital Assets Act.  RCW 11.120.  What is it?  How do your clients take advantage of the new provisions?

• Proposed Trust Decanting Statute.  What does it do?  How might practitioners use it?

7:00 – 7:15

Questions and Answers from the Audience.