7th Annual Conference on
Philanthropic and Legacy Planning for Professional Advisors
Sponsored by
Seattle Children’s Hospital Foundation
FACULTY
GRACE ALLISON, JD
Vice President & Tax Strategist
The Northern Trust Company
Grace joined Northern Trust in 1991. Prior to that time, she was in
private practice as a partner in the Chicago office of Katten Muchin &
Zavis law firm, now Katten Muchin Rosenman LLP. She is a graduate
of The University of Chicago Law School and Wellesley College
(Wellesley College Scholar) and has served as an Adjunct Professor of Law at IIT
Chicago-Kent College of Law. In her current role, Grace speaks and writes about
federal tax developments of interest to wealth management clients and professionals,
with a special focus on charitable giving and pending legislation.
A national speaker, her past presentations include programs for ACTEC, ALI/ABA, the
American Bar Association, the Arizona, Colorado and California Bars, the Illinois
Institute of Continuing Legal Education, and the Notre Dame Tax and Estate Planning
Institute. Her articles have appeared in Trusts & Estates, The Journal of Taxation,
Probate & Property, and Taxation of Exempts. In addition, she has co-authored
chapters in the CCH Federal Tax Service and the American Bar Association's The
Lawyer's Guide to Retirement. She currently serves on the board and as program cochair of the Chicago Council on Planned Giving and on the professional advisors
committees of The Chicago Community Trust and Newberry Library. Grace is a Fellow
of the American Bar Foundation.
MARLA BECK, CSA, CPA (inactive)
Owner and President
Andelcare
Marla Beck is owner and president of Andelcare, a non-medical
home care agency in Seattle, Bellevue and surrounding areas that
provides companionship, homemaking and personal care services
to seniors. Marla has more than 35 years experience in the
service sector of business in the local Puget Sound area. She has a business degree
from the University of Washington and started her career as a CPA. She has worked for
a variety of firms including Arthur Andersen, Washington Mutual, Bon Marche, United
Way and Bank of America. Just prior to starting Andelcare, Marla was Vice President of
Private Client Services for Marsh & McLennan, a fortune 500 company. Having a very
well rounded background includes being a Certified Senior Advisor which enables her to
meet the key needs and issues concerning mature adults. Her life experiences which
include being a two time cancer survivor make her uniquely qualified to deal with the
many issues that come up for clients and their family members when age or disability
affects their independence. Marla started this company as a way of giving back to the
memory of her own grandparents and her father that she misses very much. Seniors
have so much wisdom and insight but our culture is so focused on the young that we
tend to ignore our elders. Marla feels that seniors are not given the respect and care
they deserve and in her own way is trying to correct this.
Marla is active in the Fred Hutch Magnolia Guild, Seattle Art Museum Supporters, Case
Management Society of America, Overlake Elsie Barker Auxiliary, Senior Care
Coalition, National Private Duty Association, Washington Private Duty Association,
Eastside Providers, Coordinators of Patient Care, Women's Business Exchange, Ewomen Network, Women’s President Organization, SOVREN Guild of Children’s
Hospital, Mill Creek Network and The Rainier Club.
KIM CACACE
Senior Director
BNY Mellon Private Wealth Management
Kim Cacace 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.
LORRAINE DEL PRADO, CSPG
Senior Director of Development
Seattle Children’s Hospital Foundation
Lorraine del Prado is Senior Director of Development for Trust Services
and Legacy Planning at Seattle Children’s Hospital Foundation. Prior to
her current position, she led the planned giving and endowment
building programs at Children’s Hospital & Research Center Foundation
at Oakland, California. Lorraine has been in fund development and tax-exempt
planning for 19 years. She received a bachelor’s degree in Humanities, cum laude, from
the University of the Philippines and a master’s degree in English Literature from Boston
University. She also holds the designation of Certified Specialist in Planned Giving from
the American Institute of Philanthropic Studies at California State University, Long
Beach. She serves on the board of the Washington Planned Giving Council and is a
founding member of the Seattle Philanthropic Advisor Network. She is also a member
of the Association of Healthcare Philanthropy, the National Committee on Planned
Giving and the Seattle Opera Guild.
MATTHEW J. D. GARDNER, NABE
Principal
Gardner Economics, LLC
Matthew Gardner is principal of Gardner Economics, LLC, a full
service land use, real estate and economic advisory company. He
heads all residential commercial, economic and litigation support
assignments dealing with market evaluation, market positioning, economic base
assessment, financial feasibility and fiscal implications of residential and commercial
real estate projects.
Matthew is particularly involved on highest and best use assignments where market
trends are given residual land value expressions. He is the retained economist for the
Master Builders Association as well as Windermere Real Estate Company. He has
twenty years of professional experience in the U.K. and U.S.
JOHN GOODWIN, JD
Managing Member
Filament
John Goodwin is a founding and managing member of Filament. John is
a member of the Washington State Bar Association and has 20 years
experience providing wealth transfer, investment and philanthropic
counsel to high net worth individuals and families. Prior to founding
Filament, John held senior leadership positions at Cornerstone Advisors and the
Quellos Group. His diverse experiences include serving as Associate Vice President for
Development of the University of Washington and practicing law in the estate and
personal planning group of Foster Pepper PLLC. John received his JD from the
University of Washington, Order of the Coif and his BA, magna cum laude in Economics
from the University of Notre Dame. He currently serves on the Board of Trustees of the
Fred Hutchinson Cancer Research Center, the Board of Directors of the Kennedy High
School Foundation, and the Seattle University Planned Giving Committee.
HOWARD A. JOHNSON, CFP, ChFC, CLU, CIMA
Senior Financial Advisor
Johnson, Scannell & Associates
Since 1994, Howard Johnson has been a senior financial advisor with
American Express Financial Advisors. He specializes in personal
financial planning including planning for retirement, asset allocation
and preservation, estate preservation and charitable giving strategies. Howard works
with his clients to develop customized financial plans that address family strategic
planning as well as day-to-day solutions that address their financial values, goals and
dreams.
Howard is the estate and gift planning council chairman for the University of Washington
Endowment Board and he is the current chair and executive board member for the
Washington Planned Giving Council. He also serves on the Washington Advisory board
for the Trust for Public Land, the endowment board for the United Way of King County
and the planned giving advisory board for the Seattle chapter of the American Red
Cross.
JAMES MCBAIN
Ahrens & DeAngeli
A partner of Ahrens and DeAngeli, James is an attorney who
specializes in estate planning, business succession planning,
charitable planning, and taxation for high net worth individuals and
families. Prior to joining Ahrens & DeAngeli, p.l.l.c., he was employed
by Arthur Andersen LLP and served clients throughout the Pacific
Northwest with tax, charitable and estate planning.
He is a member of the American, Washington State and King County Bar Associations.
He is also a member of the Rotary Club and Seattle Children’s Legacy Council. He
earned his bachelor’s degree in History from the University of Michigan, his law degree,
magna cum laude from Indiana University and his master of laws in Taxation with
distinction from Georgetown University.
ALAN PRATT
CEO
Pratt Legacy Advisors
Alan Pratt, CEP, CAP, is a family legacy advisor specializing in
philanthropy and family wealth preservation. He brings a unique blend of
personal experience and technical knowledge to the legacy planning
process. Alan helps families understand, in plain English, their options for preserving
wealth in a way that honors their underlying values. Alan’s company, Pratt Legacy
Advisors, practices a unique form of legacy planning that goes far beyond strategic
wealth distribution. Alan believes that a meaningful legacy plan comes from knowing
your values, living your values, and planning from your values. His firm has created
Legacy Planning from the Heart™, a process to help you integrate your life experiences
with your estate plan, while maintaining ongoing communication within your family. He
holds trust, listening, and life-long relationships as core values in everything he
undertakes and shares from his own personal experiences.
Alan is in demand as a speaker at regional, national, and international conferences
dealing with family relationships, wealth preservation, and stewardship. He is
recognized as a leader in Advanced Life Insurance designs, which is often used as a
strategy to responsibly transition family wealth. He is a member of the Board of
Directors of The International Association of Advisors in Philanthropy and the Seattle
Philanthropic Advisors Network and an active member of the National Institute of
Certified Estate Planners, Washington Planned Giving Council, and the Seattle Chapter
of the National Association of Insurance and Financial Advisors.
RENEE RYAN
Associate
Perkins Coie
Renée Ryan focuses her practice on personal and estate planning for
individuals and families as well as the representation of fiduciaries in
estate and trust administration.
She advises clients on a broad range of estate planning strategies, estate and trust
administration issues, probate, estate and trust dispute resolution matters, and the
preparation of gift and estate tax returns. She also assists individuals with the
formation of private foundations and charitable trusts.
She earned her bachelor’s degree in history, cum laude, from Claremont McKenna
College, her law degree from Seattle University School of Law and her LLM in Taxation
from the University of Washington, School of Law. She is President and Co-Founder of
Self in Motion and former Board member of the Hope Heart Institute.
STEVE SCHILLING, CFA
Director, Wealth Management Group
Bernstein Global Wealth Management
Steve Schilling, a Director in Bernstein’s Wealth Management Group
based in San Francisco, advises the firm’s Bay Area and Pacific
Northwest clients regarding complex investment planning issues. He
has expertise in diversification planning for holders of concentrated portfolios, multigenerational wealth transfer, philanthropy, and pre-transaction planning. Mr. Schilling
joined the firm in 2000. Since 2003, he has been a member of the Wealth Management
Group, serving as an Analyst and Senior Analyst before becoming a Director in 2009.
Mr. Schilling earned a B.A. in economics from the University of California at Santa
Barbara and is a Chartered Financial Analyst charter holder.
STEPHEN SCHINDLER
Associate
Perkins Coie
Steven Schindler focuses his practice on personal and estate planning
for individuals and families, as well as the representation of fiduciaries
in estate and trust administration. He advises clients on a broad
range of estate planning strategies, from the efficient preparation of
basic estate plans to sophisticated planning techniques intended to minimize the
transfer tax burden of achieving the client's objectives, including tax-preferred lifetime
and testamentary charitable giving strategies. In addition, Steven advises clients on
estate and trust administration, probate, estate and trust dispute resolution matters, and
the preparation of gift and estate tax returns. Steven also assists individuals and
groups in the formation of charitable organizations and advises existing charitable
organizations on a variety of legal and tax matters.
He earned a B.A. in History, and a B.S. in Engineering Management Science and
Mathematics, summa cum laude, from Southern Methodist University, his Master’s in
Public Policy from Duke University and his law degree, magna cum laude, from Duke
University School of Law.
GREG SCHUPRA
Comerica Charitable Services Group
Gregory A. Schupra brings an uncommon, if not unique, combination of
experiences, capabilities and values to his role as Vice President of
Comerica Bank and Group Manager of the expanding Comerica
Charitable Services Group which currently manages over 1,700
charitable accounts totaling more than $4 billion.
Before joining Comerica, Mr. Schupra worked in the nonprofit community for 19 years
most recently serving as vice president for a large community foundation. Prior to that,
he directed the fund development programs for several colleges and universities.
In addition to his 29 years of experience as a charitable gift planning professional, Mr.
Schupra worked as a bank manager and has served as a governing board member of
several for-profit corporations and national and regional nonprofit organizations
including Spring Arbor University and the Partnership for Philanthropic Planning
[formerly NCPG]. He is often asked to share his ideas, perspectives and experiences
on topics relating to charitable gift planning with various groups and the media
throughout the country.
KAREN L. SUSAC, JD, CEBS, CLU, ChFC, CSSC, FLMI, FFSI, ARA
Advanced Markets Director
Symetra Financial
As the Advanced Markets Director for Symetra Life Insurance
Company, Ms. Susac consults with producers and advisors regarding
the use of life and annuity products and other financial instruments in
complex and sophisticated estate, business and executive benefit
planning strategies. She provides technical support and guidance on the tax and legal
aspects of business protection and continuation planning, estate and trust planning and
executive benefit programs. She is a frequent speaker on advanced planning concepts
and available to advise on benefit, insurance and tax issues. Prior to joining Symetra in
1999, she consulted in all aspects of nonqualified executive benefit plans.
Ms. Susac received her AB degree in Philosophy from the University of Illinois and a JD
degree from the John Marshall Law School. She is a member of the Illinois and Oregon
Bar Associations. She has the CLU (Chartered Life Underwriter) and ChFC (Chartered
Financial Consultant) designations from the American College of Life Underwriters at
Bryn Mawr. She maintains PACE status. She holds the CEBS (Certified Employee
Benefits Specialist) designation from the International Society of Employee Benefits and
the CSSC (Certified Structured Settlement Consultant) designation from the National
Structured Settlement Trade Association. She has also completed both the Fellow Life
Management Institute (FLMI) and the Fellow Financial Services Institute programs
(FFSI) from LOMA. Recently she earned the ARA (Associate: Reinsurance
Administration) designation from LOMA.
Karen has taught courses in employee benefits, human resource management, and
contemporary benefit issues for the University of Washington. Ms. Susac is an active
member of the Society of Financial Professionals. She currently serves as the
professional development chair for the Seattle Chapter.
KELLY SWEET, CFP, CPA
Client Advisor
Laird Norton Tyee
Kelly E. Sweet is a client advisor with 20 years experience in the
financial advisory field. Clients benefit from her expertise and
background in legacy planning, investment management and individual
tax planning. She has experience helping owners of wealth develop philanthropic
mission statements, then advising and monitoring implementation. When working with
entrepreneurs, Kelly focuses on helping them to retain liquidity outside of their business
or venture activities. She encourages people to step back and look strategically at the
direction they wish to go, then focuses on implementing the details and stewarding the
process through to the desired results. With her background in accounting, Kelly is
skilled at working collaboratively with a client’s CPA and attorney to bring about good
solutions and positive outcomes.
Kelly helped launch Tyee Asset Strategies (now Laird Norton Tyee) in 1995 and served
as chief knowledge officer. Previously, she was a tax and financial planning manager at
Moss Adams, an accounting, tax and consulting firm, working closely with high-networth individuals and small businesses as they defined and pursued their goals. Prior to
Moss Adams, Kelly was a member of the tax staff at Arthur Andersen, serving individual
and nonprofit clients. While holding these positions, Kelly worked through nine individual
tax seasons, gaining a deep understanding of the impact of filing requirements, when to
rely on the services of an accountant, and the effect investment decisions have on
taxes. Kelly earned a bachelor’s degree in business with a concentration in accounting
from the University of Oregon. She has earned the Certified Public Accountant
designation and is a Certified Financial Planner™ professional. She is a member of the
Washington Women’s Foundation.
KAREN TREIGER
Thompson & Howle
Karen Treiger is a graduate of Barnard College and New York University
School of Law, where she served as Editor-in-Chief of the Law Review.
Earlier in her career, Karen served as a Legislative Assistant to Senator
Slade Gorton in Washington D.C., specializing in health policy and
worked at Davis Wright Tremaine in the area of business law.
Karen’s current practice focuses on elder law issues, such as estate planning, long term
care planning, guardianships, will contests, probates and special needs trusts. She is a
member of the KCBA Guardianship and Elder Law Section and the WSBA Elder Law
Section and has four children.
ELANA ZAIMAN
Rabbi Elana Zaiman is the first woman rabbi from a family spanning
three generations of rabbis. She holds a BA in religion and psychology
from George Washington University and a MSW from Columbia
University School of Social Work. Elana also received MA degrees in
Judaic Studies and Hebrew Literature, as well as rabbinic ordination
from The Jewish Theological Seminary of America.
Currently, Elana is the chaplain for the aged at The Caroline Kline Galland Home and
The Summit at First Hill in Seattle, WA. She travels throughout the United States and
Canada serving as a scholar-in-residence and visiting rabbi. Prior to her current
position, she served as a rabbi at Manhattan’s Park Avenue Synagogue and was also
the program director and acting director at Tufts University Hillel in Massachusetts, and
program associate and associate scholar-in-residence at Brandeis-Bardin Institute in
California.
Publications in literary journals, anthologies, and Jewish newspapers include: "Writing
Ethical Wills," in Rayonot, A Journal of Ideas; "Gabriel," in American Letters and
Commentary; "Bedtime," in The Kid Turned Out Fine, (ed. Paula Ford-Martin); "The
Lessons Of Exile," in The Jewish Week (New York); and "Remembering is a Blessing,"
in The Jewish Transcript (Seattle).