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Thursday, December 14, 2006
Judd Marten, Partner, LeSourd & Patten, P.S.
Location: Red Lion Bellevue Inn
Time: 6PM Social, 6:30PM Dinner, ~7-8PM Speaker
Price: Members and Guests $24, Students $12: Cash or Check only please
RSVP: Please RSVP by Friday, December 8, 2006 via our RSVP Form.
CPE Credits: one
Summary of Presentation:
Mr. Marten's presentation will deal with the tax aspects and proper coordination of estate plans with retirement plans and IRA accounts, via Wills, Trusts and Beneficiary Designations. The age 59 ½ and 70 ½ excise taxes will be considered, together with issues relating to the marital deduction and exemption planning and funding for estate taxes (federal and Washington State), non-citizen spouses, Roth IRA accounts, the impact of community property laws, and the new rollover opportunities under the 2006 Pension Protection Act.
Short Bio for Judd Marten:
Mr. Marten is an attorney and partner in the LeSourd & Patten, P.S. law firm. His practice emphasizes estate planning, employee plans (and IRAs) and small business formation, sale, and transition of ownership. He is a frequent speaker, and has addressed both the Washington State Bar Association and the Washington Society of Certified Public Accountants in the areas of employee plans, IRAs and the estate plan. Mr. Marten has an LL.M. in taxation from Boston University, and is an adjunct professor at Seattle University School of Law, a member of the faculty of the Golden Gate University Graduate Tax Program, the WSBA Gift and Estate Tax Committee, Seattle Pension Roundtable, and the Estate Planning Council of Seattle.
