Tacoma Estate Planning Council Links

ESTATE PLANNING INFORMATION LINKS

Society of Financial Service Professionals - The Society welcomes credentialed financial professionals into its membership and offers a multitude of educational, networking and professional resources.

National Association of Insurance and Financial Advisors - For more than 100 years they've protected and promoted the professional interests of insurance and financial advisors.

National Association of State Boards of Accountancy - NASBA serves as a forum for the 54 U.S. boards of accountancy. NASBA sponsors a variety of programs and services designed to enhance the effectiveness of its member boards. Choose a topic on the left to obtain in-depth information.

American Bar Association - Legal issues start and end here.

Leave a Legacy of Western Washington educates and motivates individuals to plan their estates in a legally correct manner that reflects their values, benefits those they care about, and includes support for those charities that are important in their lives.

Washington Bar Association - Local legal issues and informantion.

Top Ten Estate Planning Pitfalls - All estate plans can be checked against the ten pitfalls. Although there are more than ten pitfalls to avoid, it is doubtful that any others could do more damage.

ESTATE PLANNING COUNCIL MEMBER LINKS

Jack Baker - Jack is a Senior Fiduciary Officer with Mellon Private Wealth Management - Tacoma. He has over 30 years of experience in the trust profession and works with clients to ensure their investment and wealth management objectives are being met. He received his BA in economics from Willamette University, is a graduate of Pacific Coast Banking School and is a Certified Trust and Financial Advisor.

J. Kim Cacace - Kim is the Senior Director of Mellon Private Wealth Management Tacoma/Seattle. She has over 20 years of trust experience working directly with individuals and charitable organizations. She is the Senior Director managing our Seattle and Tacoma offices and provides consultative support in working with prospective clients. Kim is a Certified Trust and Financial Advisor.

Paul A. Cantor, Esq. - As Vice President and regional manager of Union Bank of California’s South Puget Sound Trust Operation, Paul leads an outstanding team of trust and investment professionals providing personalized financial and investment services to clients throughout the Greater Tacoma region. Before joining Union Bank, Paul was an assistant vice president with Northern Life Insurance Company. Prior to that, he was an attorney with Ryan, Swanson & Cleveland in Seattle; his practice focused on estate planning and retirement plans. Paul received a Bachelor of Arts degree from Oberlin College in Ohio. He obtained his Master’s degree from the Professional School of Psychology in San Francisco, and a J.D. from the University of Washington School of Law. Paul holds Series 7, 24 and 65 Securities licenses.

Robert G. Cleaveland -- Cornerstone Financial Strategies LLC - Robert G. Cleaveland, CLU, ChFC, LTCIS, CSA® has been in the financial services business in Tacoma since 1972. Bob owns Cornerstone Financial Strategies LLC, an independent, faith-based and values-based financial planning business. Bob specializes in guiding individuals, businesses and not-for-profits with integrated strategies for wealth accumulation, distribution and legacy transfer.

Carol J. Cooper - Davies Pearson, P.C. - Carol Cooper has been a member of the Washington State Bar Association since 1997, and is a member of the Tacoma Estate Planning Council. Her practice at Davies Pearson law firm emphasizes the preparation of wills, trusts, and community property agreements, the administration of probates and trusts, and related litigation.

Gina L. Crocetti - Gina L. Crocetti, M.A. TESOL, is a Treasure Hunter: a caring adult who searches beneath the surface to find all the talents, skills, characteristics and intelligence which may be buried in our youth and which can be easily overlooked. However, when the treasure is discovered, it enriches our world. She invites everyone to participate in the search.

Suzanne W. Danielle - Suzanne is an Attorney at Law, CPA, and a former IRS agent with 30 years tax experience, specializing in Federal and State Taxation issues.

Johann Drewett - Johann's professional experience includes providing audit, accounting and tax services to a broad variety of businesses. He also consults with clients in matters of personal tax, financial and estate planning, partnership, business valuations and corporate tax issues. He joined Brink & Sadler in 1980, upon graduation from the University of Puget Sound. He earned a Master of Science in Taxation from Golden Gate College in 1987, became a Brink & Sadler stockholder in 1993, and serves as vice president.

Levi B. Edgecombe - Levi B. Edgecombe, CLU, ChFC, CFP has been involved in the financial planning industry since 1971 with a focus on working with high net worth clients to protect their hard-earned business and personal assets. Fee-based planning is provided for business, retirement and estate issues.

Colin A. Ehli - Colin is a CPA and past president of the Tacoma Estate Planning Council. He is president of Brink & Sadler, CPAs where he has been providing tax and estate planning services since 1973.

Al Falk - Al is a past president of the Tacoma Estate Planning Council and is a Fellow of the American College of Trust & Estate Counsel, a very selective association of lawyers skilled and experienced in estate planning, the preparation of wills and trusts, and probate and trust administration.

Gordon L. Jenkins, CTFA - Gordon began his banking career in 1974 at a major northwest bank. He has over twenty-seven years of combined experience in commercial banking, private banking and trust. Gordon joined Union Bank of California formerly The Bank of California, Seattle office in 1986 as a Private Banking Officer. Currently is a Vice President and Senior Trust Administrator. He moved to Tacoma in 1988 to serve as a Personal Trust Administrator. Gordon has worked not only with personal trust relationships, but also investment management accounts, foundations, guardianships and probates. A Certified Trust and Financial Advisor, Gordon received his Bachelor’s Degree in Business Administration from Washington State University. He is also a graduate of the Cannon Financial Institute-Advanced Personal Estates and Trust Administration School. Gordon's professional affiliations include the Tacoma Estate Planning Council of which he is a Past President. He is a board member of Dollars for Scholars, the Tacoma Symphony, and EconomicsAmerica. He is a member of the Downtown Tacoma Kiwanis Club (of which he is a former Board member) and the Tacoma Club.

Edgar Larson - Pacific Lutheran University - Ed Larson is the Executive Director, Charitable Estate Planning, at Pacific Lutheran University. He has been at PLU sicne 1970. Ed works with attorneys, accountants, trust officers, and other financial/estate planning personnel to assist individuals to make charitable gifts in a way that most beneficially affects their estate situation.

John A. Lee, CTFA - John is responsible for preparing analysis of financial and estate matters, coordinating the efforts of each client’s legal and accounting professionals to ensure that optimal planning is created and implemented. John brings over nine years of experience in the financial services field to Union Bank of California where he is currently Vice President, Wealth Management. He works with high net worth individuals to assist them in addressing their unique financial, estate and risk management issues. Typical clients have a net worth between $3 and $25 million. John is a Certified Trust and Financial Advisor. He holds Series 7, 6, 65 and 63 Securities licenses and Life Insurance licenses in Washington.

Roger Lilly - Roger Lilley, CPA, CVA, ABV has nearly 30 years experience as a CPA. Roger's primary focus in estate planning is in business valuation. He has earned accreditation as a Certified Valuation Analyst with the Nation Association of CVAs (NACVA) and is Accredited in Business Valuation through the AICPA.

Lamont C. Loo - Davies Pearson, P.C. - Lamont is an estate and business planning attorney and has been a member of the Tacoma Estate Planning Council since 1996. Lamont also has an LL.M degree (Master of Laws in Taxation) that compliments his law practice. He concentrates his practice in the areas of Wills, Trusts, Business Succession, and Probate.

Joe Manjarrez - Joe Manjarrez, CPA, MS has over 21 years experience as a CPA. As the senior tax manager at Dwyer Pemberton & Coulson, P.C. Joe offers tax and business planning services including estate and succession planning.

Stephen C. McGlone - University of Puget Sound - Every donor has his or her charitable goals and objectives. You may have already developed your own philanthropic vision as well. If not, we hope these periodic donor vignettes will help you clarify the statement you would like to make about the values and institutions that have guided your life.

Margy McGroarty - Margy McGroarty is the President of The Greater Tacoma Community Foundation. The Foundation works in partnership with planned giving and financial professionals and their clients to achieve each donor's charitable intent. The Foundation holds and administers over 275 individually named funds established by local donors and serves as trustee to Charitable Remainder Unitrusts. It also issues Charitable Gift Annuities.

Randy Melquist - Randy has over 30 years of experience in estate planning and life insurance. In addition he handles business continuation insurance as well as health insurance needs. Currently Randy is President of the Tacoma Estate Planning Council.

Ron Pemberton - Ron Pemberton, CPA has over 32 years experience as a CPA. Ron offers Tax, Financial and estate planning tailored to specific needs. He is a past president of both the Tacoma Estate Planning Council, and the Tacoma chapter of the Washington Society of CPAs. He is currently chairman of the Bellermine Benefactors Trust Board.

David B. Petrich - Dave is an attorney and is currently an officer of the Tacoma Estate Planning Council. He specializes in estate planning, particularly as it relates to small businesses, probate and trust administration, and all aspects of guardianship law.

Bob Pittman - Bob limits his practice to estate planning and is a member of the National Network of Estate Planning Attorneys. Since 1991, Bob has been the host of Legal Line with Bob Pittman, a legal advice talk show airing each weekend on NEWSRADIO 710 KIRO.

Eric N. Quist - Eric is Senior Gift Planning Officer for MultiCare Health System, which includes Mary Bridge Children's, Allenmore, and Tacoma General Hospitals. He explains charitable giving options to individuals and helps them structure a gift that benefits them as well as MultiCare. Eric has over 30 years experience in the practice of law, trust banking, and gift planning. His telephone number is (253) 403-1289 and his e-mail address is eric.quist@multicare.org.

Jonete W. Rehmke - As an attorney Jonete's focus is primarily in three areas. Long term care planning or planning for nursing home or in home assistance through the state Medicaid program. This can include assisting in asset preservation, transfers, applying for assistance, and appealing an adverse decision. Estate Planning in assisting clients with Wills, Trusts, and also the handling of probate and after death issues. Disability planning which deals with Powers of attorneys, Guardianships, and Special Needs Trusts.

Dennis Seinfeld - Dennis is a lawyer and a member of the Tacoma Estate Planning Council since 1967. He is a principal of Davies Pearson, P.C., a firm of over 20 lawyers, and has personally maintained a general business practice emphasizing small businesses, business transactions, estate planning, and real estate. His depth of experience and perspective are particularly helpful in long term planning for families and businesses.

If you are a Planning Council Member you may submit your link with information about you or your organization to the webmaster for inclusion.

IMPORTANT TACOMA LINKS

Advancement Consulting - Active in not-for-profit management, administration and education for 27 years, Jan F. Brazzell founded Advancement Consulting to help not-for-profit leaders move their organizations forward. A community leader and veteran of successful fundraising campaigns throughout the Puget Sound area, Dr. Brazzell specializes in strategic planning, effective fundraising, capital/endowment campaigns, board development, group facilitation and team building for optimal performance.

All Transmissions and All Automotive Repair - All Transmissions and Automotive in Tacoma, Washington offers expert transmission service, repair, and rebuilding as well as a full range of bumper to bumper and top to bottom automotive repair. We can handle everything from tune-ups and oil changes to complete transmission rebuilding or replacement. We can handle all kinds of domestic, foreign, 4 x 4s, RVs, and performance vehicle repairs and service.

Doman Business Directories - See who else is doing business on the internet in your favorite city.

City Glass & Upholstery - For over 30 years City Glass & Upholstery has been providing quality service, quality glass products, and competitive prices for homes, businesses, and automobiles!

Glass Railings and Glass Blocks - You can improve your view both inside and outside your home with glass railings and acrylic glass blocks for windows and walls. Our glass railings for homes, glass railings for decks, and glass railings for docks add not only value but enhance the livability of your home as well. Our acrylic glass block walls and windows add privacy, beauty and light.

Hard of Hearing Hall of Fame - There are twelve different categories featuring individuals who have suffered from hearing loss and have still changed the world.

Ideas and Training - When you need business training, contact Ideas and Training for programs on video, DVD, books, software, and workshops.

Jon Graves Architects & Planners - Wouldn't you like to pay less to have a building or home built? Before you even think of hiring a contractor, you should talk to a an architect and tell them what your needs are. A good architect is your best friend and the architects at Jon Graves Architects & Planners would be a great team to work with. So, if you need an architect in Tacoma, Seattle, or Gig Harbor. Check out the architect details on the very informative website of Jon Graves.

J.R. Reding - The number one furniture stripper and restoration and antique refinisher in Tacoma and Seattle is J.R. Reding. Find out the care and craftsmanship they can bring to your furniture.

MC Delivery - If you need a package delivered anywhere in Washington State contact MC Delivery. They have same-day delivery for some locations and real time tracking.

PNW Video Productions - From corporate videos to internet news clips, PNW Video Productions can help your organization by providing video communications in many formats for the many different venues in todays high-tech world.

Public Doman - For great websites and internet marketing this is the contact you need to make your site successful.

TACID - The Tacoma Area Coalition of Individuals with Disabilities has been serving Tacoma and Pierce County for nearly thirty years. They have over 50 support groups that meet on a regular basis concerning everything from hard of hearing issues to mental resources.

Tacoma Estate Planning Council - The Estate Planning Council provides an educational and social forum for those professionals in the Tacoma area who are most active in personal estate planning and trust administration. The Council is composed of members chosen from applicants who are attorneys, Certified Public Accountants, Chartered Life Underwriters, trust officers, or others, such as planned giving professionals, whose professional focus is estate planning. Any person interested in applying for membership in the Council must qualify as a member of one of the professional categories mentioned above or be engaged in other specific work relating to estate planning and must be recommended by two current members of the Tacoma Estate Planning Council. There is usually a waiting list in all categories.

Tacoma Lariettes - This precision horse riding team rides in rodeos, parades throughout the Pacific Northwest. If you are interested in see them perform, or if you are interested in joining, please visit their site.

Tides Tavern - The Tides Tavern is one of the great places to enjoy the Pacific Northwest. You can sip beer or wine while looking at the waters of Gig Harbor . . . or waiting for a great burger or other tasty food from their kitchen. The Tides Tavern has great gear to buy and great entertainment to enjoy. Stop by.

Woodstick - This record breaking (Guinness Book of World Records) annual event is one of the premier fundraisers for hearing regeneration in the world. You can donate directly from the website, or you can register for the fun event, too. Also, there is a drum and music memorabilia page where you may shop for great gifts of music history. Quite often they are one of a kind items.

Roomeos & Rochester Big & Tall - Here is a fantastic selection of stylish clothes for the modern male in real man sizes.

IMPORTANT TRAINING LINKS

Ideas and Training - Business training and human resources products.

IMPORTANT INTERNET LINKS

searchcompass - An excellent internet search engine to help you find out what you need to know, and an excellent tool to help you find out where you need to go.

Tacoma Business Directory - See who is doing business in Tacoma.

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