Professional Webinars

  • Video Series: National Series on Elder and Special Needs: Welcome to Elder Law-2012
  • Video Series: National Series on Elder and Special Needs: Legal Planning for Retirees-2012
  • Webinar: Life Care Planning Tools & Techniques (June 2009)
  • Audio Recording: Care Planning Along the Long Term Care Continuum

National Publications

  • “Educating Your Clients about the Benefits of Estate Planning with a New Focus,” NAELA News, 2009
  • NAELA eBulletin, editor w/ Professor Kim Dayton, David McGuffey, CELA, 2008
  • “Medicaid Planning vs Care Planning for the Incapacitated Client,” NAELA News, 2006

National Speaker

  • NAELA Annual Conference 2013:How to Start and Manage Your Practice
  • NAELA Annual Conference 2012: Life Care Planning Alternatives-Different Ways to Achieve an Interdisciplinary Approach to Chronic Health Care Needs. w/ Peter C. Sisson and Tim Takacs
  • NAELA Annual Conference 2011: Basic Diversity Workshop-How to Market Elder Care
  • NAELA Annual Conference 2011: Basic Diversity Workshop-Long Term Care Issues
  • State Bar of Texas-Advanced Elder Law Course: Estate Planning-NAELA Style, 4/15/2010
  • NAELA Diversity Committee Presents: NAELA Marketing Tool Kit, 10/29/10
  • NAELA Diversity Committee Presents: The Elder Law Basics Workshop, 10/29/10
  • NAELA Diversity Committee Presents: Veterans Benefits-A Growing Area of Practice, 10/29/10
  • NAELA: Public Benefits and Guardianship Institute, 11/6/09
  • NAELA Annual Conference 2009: Growing, Vast and Untapped Markets in Elder Law
  • NAELA Annual Conference 2009: Diversity-A Profitable Proposition in Your Practice
  • 2009 NAELA Annual Meeting, 4/05/09
  • NAELA UnProgram, Texas, 1/25/09

Advocacy Groups

  • 7/13/09: Alzheimer’s Support Group (Q&A Dementia & Alzheimer’s-related issues)
  • 10/17/06: VA Caregiver’s Conference
  • 9/29/06: Saracoid Networking Association-14th Annual Conference: Estate Planning for the Disabled
  • Area Agency on Aging, various events (usually held at Senior Centers).
    • 10/01/12:Tacoma-Preparing for retirement
    • 10/02/12:Puyallup-Preparing for retirement
    • 10/04/12:Lakewood-Preparing for retirement
    • 10/08/12:Bonney Lake-Preparing for retirement
    • 11/19/12:Tacoma-Preparing for retirement
    • 11/20/12:Dupont-Preparing for retirement
    • 11/28/12:Gig Harbor-Preparing for retirement
    • 11/29/12:Tacoma-Preparing for retirement
    • 7/20/11:Tacoma Seminar
    • 7/18/11:Legal Boot Camp: Brown Bag event
    • 10/07/10:Legal Boot Camp

Church Events

  • 6/23/13: Seventh Day Adventist Camp Meeting
  • 2/05/12: Christ Lutheran Church
  • 6/21/11: Seventh Day Adventists Conference: Planning Your Legacy
  • 1/06/11: Vincent De Paul Church: LCP Seminar

Community Groups

  • 6/09/13: Friendship Force Group
  • 3/07/13: Renton Chapter Tea Party
  • 8/06/12: Trilogy Financial Club
  • 8/11/12: Auburn Chamber of Commerce: Aging Expo
  • 11/23/11: Rotary Club of Clover Park Rotary, India Projects and Elder Law issues
  • 11/21/11: Trilogy Financial ClubRedmond: Life Care Planning Seminar
  • 1/18/11: National Active and Retired Federal Employees
  • 11/16/10: Kiwanis Club of North Thurston: Life Care Planning Seminar.
  • 3/17/10: VA Benefit Seminar
  • 5/20/09: SE Coalition Meeting: Life Care Planning Seminar
  • 5/16/09: Planning for the Future: Legal Documents
  • 12/12/08: National Business Institute (NBI): Estate Planning Basics

Employer events

  • 5/9/13: Weyerhaeuser Employee Presentation

School Events

  • 11/27/11: Bothell High School Future Business Leaders of America (FBLA): Retirement Planning
  • 4/29/11: Whatcom Community College: Keynote, Trends & Transitions in Aging
  • 12/16/10: Future Business Leaders of America: Retirement Planning
  • 9/30/10: Green River Community College-Prime Time Group: Life Care Planning Seminar

Senior Housing Facilities

  • 5/16/12: Normandy Park Senior Living
  • 9/26/12: Foundation House
  • 9/27/12: Covenant Shores
  • 11/4/08: Panel Discussion at Horizon House

Senior Center Events

  • 6/04/12: Auburn Senior Center
  • 7/15/12: Ryderwood Community Center

Miscellaneous Events

  • 2/28/13: Pat Cashman Event at Salty’s Waterfront Seafood Grills
  • 5/18/11: Coalition for Senior Matters
  • 11/17/09: Seattle Corps of Engineers: LCP Seminar
  • 9/20/06: WA MDC: Planning After the Deficit Reduction Act, Half Moon LLC.

Additional Outreach Projects

  • 2012-2014: Charles Wright Academy: Served on Board
  • 2012: Seattle University Community Justice Project
  • 3/09/12: University of Washington Caregiving Class: Health Care Crisis Planning 
  • 4/15/10: State Bar of TexasAdvanced Elder Law Course: Americans with Disability ACT-Background
  • 4/15/10: State Bar of TexasAdvanced Elder Law Course: Estate Planning-NAELA Style
  • 2/12/10: University of Washington Caregiving Class: Health Care Crisis Planning 
  • 2002-2004: WSBA Publication Chair

 

Speaking to professional groups:

  • 10/14/13: Tacoma Chapter Accounting & Financial Women’s Alliance
  • 8/30/13: Panorama Presentation to Directors
  • 6/28/13: AORG Preferred Providers Program
  • 2/01/13: AORG Preferred Providers Program
  • 12/05/12: Federal Way Chamber of Commerce
  • 11/16/12: AORG Preferred Providers Program
  • 11/15/12: South King County Chapter of WA Society of CPAs
  • 11/12/12: Federal Way Professional Guardians Assoc.: Fall Training Conference
  • 9/26/12: Dave Hawthorne CPA
  • 9/20/12: NAIFA (Nat. Association of Insurance & Financial Advisor)
  • 9/19/12:WA CPA Chapter of Sammamish: A Holistic Approach to Retirement
  • 7/09/12: Longevity Clinic in Kirkland
  • 4/18/12: Auburn Regional Round Table: Guardianships
  • 4/06/12: Retired Public Employee Council
  • 2/22/12: Federal Way Kiwanis Noon Club
  • 1/26/12: Auburn Regional Round Table:  Mental Health Advance Directive, Capacity and POA
  • 1/12/12: Brantley Janson Yost & Ellison

Speaker

  • 12/11/13: McKinley-Irvin : CLE Elder Law: How Traditional Estate Planning Fails Retirees
  • 12/08/13: NBI (National Business Institute): Medicaid Update 2013
  • 8/10/13: 2013 ABA Annual Meeting: Why Traditional Planning Fails Seniors
  • 8/09/13: San Francisco: ABA Conference: Life Care Planning and Estate Planning
  • 12/11/13: McKinley-Irvin : CLE Elder Law: How Traditional Estate Planning Fails Retirees
  • 11/27/12: WSBA CLE: Special Needs Trusts
  • 10/26/12: WAELA FALL CLE and Annual MeetingThe Quality of Life Team: Creating Partnerships with Other Elder Care Providers to Create True Collaboration, Greater Personal Rewards and  Elder Care Product.
  • 7/13/12: WSBA CLE: Special Needs Trusts
  • 6/08/12-Bangor Naval Base: Navy Legal Training 2012: Special Needs Trusts
  • 5/11/12: Pacific Lutheran University: CSM Conference
  • 4/26/12: Estate Planning Council of SKCAvoiding institutional care and protecting assets.
  • 2/29/12: Webinar: ABA Life Care Planning vs. Estate Planning
  • 2/07/12: Webinar: The (Solo) Elder Law Office Blueprint
  • 11/28/11:WSBA-CLE Conference: Chaired event, Special Needs Trust
  • 5/21/10: WSBA CLEChoosing, Managing and Drafting the Special Needs Trust-Welcome and Introduction
  • 5/21/10: WSBA CLEChoosing, Managing and Drafting the Special Needs Trust-Panel Commentary
  • 12/14/07: WSBA Best of CLE, Special Needs Trusts Under Federal Statutes for Public Benefits Planning
  • 11/04/05: WSBA-CLE Conference, Program Chair: Administrating Special Needs Trusts
  • 12/08/13: National Business Institute (NBI) State and Federal Medicaid Laws update.
  • 12/08/13: National Business Institute (NBI) Qualifying Clients for Medicaid and Medicare Benefits.
  • 8/10/13: San Francisco ABA Annual MeetingWhy Traditional Planning Fails Seniors
  • 4/13/12, 4/23/12 & 5/24/12: Franciscan Health Systems Continuing Medical Education for PhysiciansBeyond the Hospital Discharge.
  • 4/29/11: Keynote for Whatcom Community College: Trends & Transitions in Aging Conference

 

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