We are happy to announce that our team members who meet in-person with clients are now fully vaccinated! We are committed to keeping our clients safe when they meet with us.
I’ll be going on my first vacation away since the pandemic began, and look forward to traveling to Palm Springs at the end of this month. Roger is enjoying the spring weather as well, and can be seen here spending some quality time on “his” deck.
I was pleasantly surprised to see myself quoted in the March issue of the American Bar Association’s Law Practice Magazine, in an article entitled Maximize Your Brand: The Psychological and Social Differences When Meeting Online by Carol Schiro Greenwald. Click here to read more!
I was also delighted to be featured as a Washington State Bar Association (WSBA) “Outstanding Volunteer” last month for National Volunteer Week! I’ve been honored to present and moderate continuing legal education (CLE) programs for the WSBA for years, and look forward to many more years of service. Check out the Q & A here.
Speaking of which, on April 21, I co-presented with WSBA Professional Responsibility Counsel Jeanne Marie Clavere for the WSBA’s Ethics School for ODC (the WSBA’s Office of Disciplinary Counsel). Jeanne Marie and I discussed Ethics & Technology, including the ethical requirements concerning data breaches.
As always, I would love to hear your questions and comments. If you have any questions about our firm and the work we do, please contact us or visit our website.
Are you a trusted trustee? Have you chosen a trusted trustee to manage your trust? Stacey explains what this means in this blog post.
As we mentioned in our April newsletter, Sherry recently published an article in the Washington State Bar News entitled COVID-19 and the Law: The Law Office Reimagined. In this blog post, she recaps the article and discusses how small businesses may choose to manage unneeded office space in our new normal.
Currently, when assets are sold during the probate of an estate, no capital gains are realized and no taxes on capital gains are due. However, the proposed STEP Act recently introduced in the Senate may change what some think is a huge tax loophole. Find out more about this potential change in Stacey’s latest post.