News from the Desk: May 2022

By May 10, 2022 No Comments

When we think of spring here in the Pacific Northwest, we think of estate planning, digital assets, and Roger enjoying a walk (below). Okay, maybe only some of us do! On April 27, Sherry helped facilitate an interactive discussion about drafting wills for families at the King County Bar Association’s Continuing Legal Education Seminar, “Personal Estate Planning for the 99%.” Participants discussed practical approaches to various hypothetical situations, including strategies to assist a client seeking to include various restrictions on trust distributions within a will’s testamentary trust for children. Next week, Sherry will join a panel discussing various estate planning-related articles published in the Puget Sound Business Journal, including her article How to Manage Your Digital Footprint After Death, at the May 18 Estate Planning Council (EPC) of Seattle’s Quarterly Dinner Meeting. If you’re a member and would like to attend, click here

This month we bid a fond farewell to a longtime teammate, Katie Christiansen, our part-time administrative and legal assistant, who has taken a full-time position in the Seattle area. We wish Katie the very best in her future endeavors! Our current office assistant, Merily McGrath, has taken on many of Katie’s legal assistant tasks as she expands her role with our firm. If you have been working with Katie, please direct your emails to office@staceyromberg.com, and we’ll make sure the right person sees them!

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.  

Recent Updates from Our Blog

estate planning family feud
Family Feud – The Estate Planning Version

What happens when a married couple disagrees about how to approach their estate planning? Stacey discusses what can happen when a married couple is not on the same page regarding their estate planning wishes.

estate planning - order creditors are paid
Estate Administration Lessons from The Gilded Age, Part 2- The Order Creditor Claims Are Paid

In her second post utilizing HBO’s The Gilded Age to illustrate the estate administration process, Sherry discusses the time limits placed on creditor claims.

reading of the will - estate planning
A Reading of the Will – Is That Really a Thing?

We have all seen this in a movie—a family gathered together after a loved one dies, an attorney reading the deceased’s will, drama ensuing. But is this really a thing? Stacey explains why this theatrical scene doesn’t translate well into real life.

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