Back to WSBA Practice Primer: Estate Planning Track 2 - Trusts, Gifting & Asset Transfers, and Ethics
WSBA Practice Primer: Estate Planning Track 2 - Trusts, Gifting & Asset Transfers, and Ethics 6.50 Credits

WSBA Practice Primer: Estate Planning Track 2 - Trusts, Gifting & Asset Transfers, and Ethics (November 2022)

  • ON-DEMAND SEMINAR

The Washington State Bar Association is pleased to offer the 2022 Practice Primer seminar which focuses on Estate Planning. Track 2 topics include:

  • Trusts 101
  • Gifting & Asset Transfers plus Issue Spotting
  • Ethics: Conflicts of Interest in Estate Planning
  • Trust Administration: Pitfalls and Practice Tips

New Member Price*: $79.00
Public Service Price**: FREE

Original Program Date: November 2, November 9 & November 16, 2022
Product Code: NME231100-FSV

Special Offer! For members who have been admitted to practice for more than five years - Purchase the complete Practice Primer and save $225!

Credits:
1.25 Ethics
4.75 Law & Legal Procedure
0.50 Other
  • List Price: $275.00
Item Details:
Back to WSBA Practice Primer: Estate Planning Track 2 - Trusts, Gifting & Asset Transfers, and Ethics

The WSBA Practice Primer takes a substantive area of law and develops a series of learning tracks that build upon one another. Completion of all three learning tracks (usually three sessions within a track) will provide attendees with a solid educational foundation and primer for practice. The skills learned in this series would be beneficial to both new attorneys and experienced attorneys intending to change or expand practice areas. Our 2022 series will cover the practice area of Estate Planning. The topics covered by the three Practice Primer tracks include Wills, POAs and Health Directives, Trusts, Gifting & Asset Transfers and Ethics, and Probate and TEDRA.

The courses will be led by active practitioners offering both the experienced perspective and the new practitioner perspective, with guest faculty invited in to speak as subject matter experts.

Presenters:
David Kazemba – Overcast Law Offices-NCW, PLLC – Wenatchee, WA
Mark Vohr – Ohana Fiduciary Corp, Seattle, WA
Megan Farr, Farr Law Group, PLLC, Enumclaw, WA
Stella Edens Pederson, Gravis Law, PLLC, Richland, WA
Jeanne Marie Clavere, Washington State Bar Association, Seattle, WA


*New Member Pricing Eligibility: Active members of the Washington State Bar Association will be considered New Members through the calendar end of the tenth year following admittance to practice in the state. The store will automatically discount registration, if applicable, during checkout.


**Public Service Pricing Eligibility: WSBA offers free CLE courses to support volunteers who provide pro bono and public services through a Qualified Legal Services Provider or a WSBA Public Service Program, such as the Moderate Means Program and the Call to Duty Initiative. However, to qualify for the discounted public service rate, you must be authenticated as a volunteer. Contact publicservice@wsba.org to learn how to become authenticated and access this training or others for free.

For accessibility or accommodation requests, or other questions, please email ondemand@wsba.org.

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