Insights / Events

Insights

Legal Updates:

New article by Stacey: Following Lincoln’s Example of Professionalism, King County Bar Association Bar Bulletin

See Stacey’s comments on Updates in Federal Estate Tax Law

Radio presentation on the new federal tax bill passed in December 2010. Stacey Romberg interviewed by Debbie Whitlock. KKNW 1150 am January 2011. Listen to this presentation on TR 2-10

Don’t be a Rebel Without a Will, by Stacey Romberg, Puget Sound Business Journal

“Rebel without a Cause (or a Will) – Meeting the estate-planning needs of younger clients” - February, 2011 edition of DeNovo, the magazine for the Young Lawyers Division of the Washington State Bar Association.

Stacey has a number of articles in several categories as well as other resources for you on the right sidebar.

News and Events:


Stacey has been invited to be a presenter at the 7th Annual WSBA Solo and Small Firm Conference: Reinvent, Recharge and Rejuvenate Your Practice! July 19, 2012 – July 21, 2012 – More Information.

September 27, 2012: Panelist: Lincoln on Professionalism. Washington State Bar Association presents Lincoln on Professionalism. This documentary coupled with a discussion by a distinguished panel, including local attorney Stacey Romberg, will present a current and modern context to the model of professionalism that Lincoln, the attorney, provides.

In the Fall, Stacey will also be speaking at the 57th Annual WSBA Estate Planning Conference. Dates and more information to follow.

January 2013 – Stacey will be participating in Marcia Brixey’s Money Wise event. Date and more information to follow.

News:
Stacey proudly serves on the Board of Directors for Tennis Outreach Programs (“TOPS”). TOPs, a nonprofit organization founded in 2003, designs and offers affordable tennis programs and a safe place to learn for underserved and at-risk youth in our community. By introducing tennis to our youth, TOPS introduces kids to a sport that they can play for their lifetime and promotes fitness in an engaging and entertaining way. The game of tennis teaches sportsmanship, confidence, teamwork and builds positive relationships — all valuable lifelong skills that go well beyond the court. For at-risk youth, these skills can provide the edge to achieve a successful life. As a former sectionally ranked junior and college player, Stacey strongly supports TOPS’s mission.

FIVE STAR Wealth Manager

Stacey Romberg was recently named by Seattle Magazine as a “2012 FIVE STAR Wealth Manager.” She also received this award in 2009, 2010 and 2011. This FIVE STAR designation is awarded to seven percent of the wealth managers in the Seattle area, based on a survey of more than 40,000 Seattle area consumers plus 8,000 leaders of area financial service industry companies. The award is based on nine criteria:

Customer Service
Integrity
Knowledge/Expertise
Communication
Value for Fee Charged
Meeting of Financial Objectives
Post-Sale Service
Quality of Recommendations
Overall Satisfaction

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