2026 Personal Estate Planning for the 99%

PERSONAL ESTATE PLANNING FOR THE 99%

March 20, 2026

Hybrid at KCBA Office & on Zoom
Credits Pending Through WSBA

Brief Description:

Learn how best to construct estate plans for those who do not have taxable estates. This program focuses on what an average person needs in their estate plan, the preferred documents, and strategies for non-probate estate planning. Come learn for the first time or enhance your already-established estate planning practice. Program includes hands-on document drafting exercises.

Agenda:

Welcome & Introduction 

Program Chair Michael J. Longyear, Reed Longyear Corwin Burnett & Calogero, PLLC

Ethical Considerations
Terry Price, UW School of Law

Estate Planning with Retirement Assets
Cat Connell, K&L Gates

Planning Without a Will
Joshua Reinertson, Harlowe & Falk 

Community Property Considerations
Karen Boxx, UW School of Law

Tax Considerations
Carrie Hobbs, Perkins Coie LLP

Drafting DPOA for Finances & Property
Liberty Upton, KHBB Law PLLC

DPOA - Health Care and Health Care Directives
Aisha Noor, Everbridge Law Group

Drafting Wills & Trusts - Key Provisions
Anton Cauthorn, Reed Longyear Corwin Burnett & Calogero, PLLC

Document Drafting Workshop

Question and Answer Session Panel
 

Please note that not all presenters will be in person at KCBA.

By attending this King County Bar Association event, participants, presenters, and staff hereby consent to the use, publication and display, by or on behalf of the King County Bar Association, any photograph, digital image, or video and any reproduction thereof in which an individual may be portrayed or identified. It is understood that the King County Bar Association may use, publish and display such photographs, digital images, videos or reproductions thereof, in whole or in part, for any business purpose in their individual discretion. Participants, presenters, and staff waive all claim for any compensation for such use.

This event will be hybrid both in-person at the KCBA Office and virtually over Zoom. 

KCBA Office
1200 5th Ave, Suite 700
Seattle, WA 98101

KCBA CLE cancellation/refund policy can be found here.