Happy New Year! I hope that you enjoyed the holidays and your year is off to a great start. I ended 2023 by moderating the Washington State Bar Association’s (WSBA) Best of CLE (continuing legal education) program in December. We learned about some interesting and timely topics including how to best represent student athletes who are going through the collegiate letter of intent process, how to ethically and responsibly navigate AI, and how to work effectively with court interpreters.
In February, Sherry will be joining Sandra Schilling, Professional Responsibility Counsel for the WSBA, to co-present a CLE program focused on ethics, specifically Professional Responsibility and Client Communications. How should an attorney communicate with a client who has diminished capacity? What are an attorney’s responsibilities in maintaining client confidentiality? Sherry and Sandra will address these questions, and more, during this presentation.
Way back in November, our team enjoyed an office dinner at Frank’s Oyster House & Champagne Bar. It’s always great to see each other in person.
Here’s an early wish for our Office Morale Leader, Roger: a very happy 15th birthday on February 18th! Rest assured he will be dining on his favorite morsels and receiving extra love and attention. Wishing you all the best in 2024!
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
The Lesson of Too Much Discretion
Does it seem too difficult to make choices about how your estate’s assets will be distributed? If so, can you delegate that decision to someone else? Stacey explains why that might not be a prudent approach.
Student Loan Debt Beyond the Grave
Do your student loans go with you when you die? Sherry outlines the types of student loans that may or may not be discharged at death.
The OpenAI Kerfuffle and Why Corporate Bylaws Matter
There are definitely reasons to create efficiencies when a board is voting on corporate matters, but as this shining example shows, the effort to be efficient can get out of step with broader goals if not periodically reviewed.
Not all estate planning terms are interchangeable. Stacey provides a guide to when a potayto is or is not a potahto.
Is Your Company Ready for the Corporate Transparency Act?
Is your business considered a “reporting company” that must comply with the new Corporate Transparency Act? If so, what are you required to do? Sherry has the scoop.
Out with the old, in with the new. Stacey highlights estate planning changes coming in 2024 and some things that are remaining “as is.”
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