SPOKANE ESTATE PLANNING COUNCIL

Schedule:

7:45-8:15 am            Registration and Continental Breakfast

8:15-8:20 am            Welcome & Sponsor Recognition- Diane Kiepe, JD, LLM- SEPC

8:20-8:30 am            Opening remarks by Andrew Brajcich, JD, LLM, CPA

                                  Serves as the Jud Regis Endowed Chair of Accounting, Graduate Accounting Director, and

                                  Professor of Accounting at Gonzaga University

8:30-10:30 am          Federal Tax Update- Keynote Address: 

                                    Recent Developments in Federal Income, Estate and Gift Taxes affecting Individuals and Small

                                  Businesses, Professor Sam Donaldson JD, LLM - Georgia State University

10:30-10:45 am        Coffee Break

10:45-11:45 am         Updates and Projections on Medicare – Donna Peck, Health Guardian Angels, LLC

12:00-1:00 pm           Buffet lunch and business meeting, Diane Kiepe, JD, LLM

Jennifer Nilson, author of: An Unwanted Journey, Embracing Life after Loss

1:15-2:15 pm              Best Practices for Professional Team Collaboration: Panel 

CPA: David Green, CPA, PLLC

Trust Officer: Andy Hastings, JD, LLM, AEP ® 

Life Underwriter: Paul Viren, CLU ®  ChFC ®  AEP ® 

Planned Giving Officer: Theresa Boyer, MBA, CSPG

Financial Advisor: Sarah Carlson, CLU ®  ChFC ®  CFP ® 

Financial Advisor: Loran F. Graham, CFP ® , CPA, CKA ® 

2:15-3:15 pm              Planning for and Managing Unique Assets in an Estate Plan- Greg Bowman, CPA

3:15-3:30 pm              Coffee Break

3:30-4:30 pm              WA vs. Idaho Tax & Estate Planning, Kevin Sell, CPA

4:30-5:30 pm              Happy Hour with live music by Jonathan Nicholson, guitar