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2026 Personal Estate Planning for the 99%

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Price

$200 for KCBA Member
$190 for KCBA RPPT or Guardianship & Elder Law Section Member
$280 for Non-KCBA Member

345 minutes

Date Published

March 20, 2026

Publisher

King County Bar Association

Subjects

Estate Planning

Questions

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Summary

PERSONAL ESTATE PLANNING FOR THE 99%

March 20, 2026
Approved: 5.75 CLE Credits: 5.0 Law & Legal & .75 Ethics

AGENDA

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

Ethical Considerations (45 min)
Terry Price, University of Washington School of Law

Estate Planning with Retirement Assets (45 min)
Cat Connell, K&L Gates

Planning Without a Will (30 min)
Josh Reinertson, Harlowe & Falk LLP

Community Property Considerations (45 min)
Karen Boxx, University of Washington School of Law

Tax Considerations (30 min)
Carrie Hobbs, Perkins Coie LLP

Drafting Durable Powers-of-Attorney for Finances & Property (30 min)
Liberty Upton, KHBB Law PLLC

Durable Powers-of-Attorney for Health Care and Health Care Directives (30 min)
Aisha Noor, Everbridge Law Group PC

Drafting Wills and Trusts – Key Provisions (60 min)
Anton Cauthorn, Reed Longyear Corwin Burnett & Calogero, PLLC

Question and Answer Session Panel (30 min)

2087936

Expand summary

Presenters

Terry Price

University of Washington School of Law

TERRY PRICE is the Associate Dean for Student Affairs and an Associate Teaching Professor. He has taught law courses for more... Read More

Cat Connell

K&L Gates

CAT CONNELL is an associate in the firm's Estate Planning and Trusts and Estates group. Cat's practice includes estate... Read More

Carrie Hobbs

Perkins Coie LLP

CARRIE HOBBS represents and counsels tax-exempt organizations and charitable clients from formation through long-term... Read More

Liberty Upton

Associate Attorney - KHBB Law, PLLC

Liberty Upton is an attorney at KHBB Law, PLLC. She focuses her practice on estate planning and probate/trust administration.... Read More

Aisha Noor

Everbridge Law Group

AISHA NOOR works closely with individuals, multi-generational families, family offices, and fiduciaries on a broad range of... Read More

Michael Longyear

Reed Longyear Corwin Burnett & Calogero, PLLC

MICHAEL J. LONGYEAR has nearly 30 years of experience helping clients make important decisions regarding their personal and... Read More

Program Titles and Supporting Materials

This program contains the following components:

Media Files

2026 Estate Planning for the 99 Video Final

Downloadable Files

2026 Personal Estate Planning for the 99 Materials Compiled

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Refund Policy
SeminarWeb and King County Bar Association programs are non-refundable.

Privacy Statement
We respect and are committed to protecting your privacy. Read Statement.

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