Stacey Romberg

Probate, Estate Planning, Business Law

Presentations and Radio

For more information on these presentations or to schedule Stacey or Sherry for your upcoming event, please contact us.

Stacey’s Upcoming Presentations:

November 9, 2017
Choosing the Right Business Structure
U.S. Small Business Administration Monthly Workshop

December 27-28, 2017
Washington State Bar Association (WSBA) Readmission CLE Best of 2017 CLEs (Continuing Legal Education) – An Overview
Washington State Bar Association (WSBA), Program Moderator

Sherry’s Upcoming Presentations:

More coming soon

Check out Stacey’s Past Presentations and Radio Appearances:

  • Business Law Essentials, U.S. Small Business Administration Biz Fair, September 2017 (also presented in 2003-2004, 2006-2016)
  • National Women’s Business Council Solutions Lab – Ensuring Success for Millennial Women as Leaders and Entrepreneurs, National Women’s Business Council, August 2017
  • Business Law Essentials, U.S. Small Business Administration Monthly Workshop, July 2017  (also presented in May and January 2017, February 2016, February, May and August 2015)
  • Diminished Capacity Issues, King County Bar Association (KCBA) CLE, May 2017
  • Stacey Romberg Planning AttorneyJumpStart: Create the Best Support System for Your Business, Choosing the Right Business Structure & Choosing Your Team Panel, U.S. Small Business Administration, May 2017 (also presented in 2016)
  • Social Media in Your Law Practice, Washington State Bar Association (WSBA) Readmission Program, March 2017 (also presented in 2016-2013)
    Washington State Bar Association (WSBA) Readmission CLE Best of 2016 CLEs (Continuing Legal Education) – An Overview,     Washington State Bar Association (WSBA), Program Moderator, December 2016 (also moderator in 2013-2015)
  • Discussion on Probate, Seattle Real Estate Radio, KKOL 1300 am, September 2016
  • We Just Shook Hands, but is it Really a Deal?, eWomen Accelerated Networking Event, February 2016
  • Ethical Considerations Involved in Practicing in a Virtual Law Firm, Washington State Bar Association (WSBA) Civil Litigation Institute, September 2015
  • Which Business Entity is Best for You?, U.S. Small Business Administration Biz Fair, September 2015 (also presented in 2003-2004, 2006-2014)
  • Idea to Execution: Make or Break Your Business Panel, Panelist, Seattle Small Business Expo, July 2015
  • Real Property, Probate & Trust Section on Ethics, Washington State Bar Association (WSBA) midyear meeting, June 2015
  • Trusts and Estates Dispute Resolution Act “TEDRA”, Washington State Bar Association (WSBA) CLE course, March 2015 (also presented in 2012)
  • Hang the Shingle: Alternative Models of Practice, Washington State Bar Association (WSBA) CLE course, Panelist, January 2015
  • Property Rights and Estate Planning Issues, Northwest Real Estate Connections with Patricia Wangsness, Radio Broadcast. Of Counsel Attorney Sherry Bosse Lueders joined Stacey on the air, September 2014 (also presented in 2013)
  • Business Law Essentials, eWomen Network Luncheon, September 2014
  • How to Set Up a Virtual Law Firm, 9th Annual Washington State Bar Association (WSBA) Solo & Small Firm Conference, July 2014
  • Business Law Essentials, Northwest Chinese School, March 2014
  • Legal Tech Briefs: Virtues of Virtual Law with Stacey L. Romberg, Lexis Nexis | The Business of Law Blog, Webcast, March 2014
  • Estate Planning Tips Every Parent Needs, The Good Enough Parenting Show with Margit Crane & Barbara Dab, Radio Broadcast, October 2013
  • Lincoln on Professionalism, a WSBA- sponsored CLE Course, Panelist, June 2013 (also a panelist for this topic in September 2012, April 2012, September 2011, June 2010, September 2009, and March 2009)
  • The Basics of Transactional Documents, a King County Bar Association (KCBA) sponsored CLE course, March 2013
  • Estate Planning, Northwest Chinese School, presented with Debbie Whitlock, February 2013
  • Estate Planning & Probate, PEPS (Program for Early Parenting Support) Group, February 2013 (also presented to PEPS, with Debbie Whitlock, July 2012)
  • Estate Planning, Money Wi$e Women Conference, January 2013
  • Trusts and Estates Dispute Resolution Act “TEDRA,” 57th Annual WSBA Estate Planning Conference, a CLE course sponsored by the WSBA and the Seattle Estate Planning Council, presented with Richard Furman of Aiken, St. Louis & Seljeg P.S., November 2012
  • The Doctor is In – Q&A Session, presented with Marijean Moschetto of Moschetto Koplin, WSBA Solo and Small Firm Conference, July 2012
  • Your Family – Your Business – Your Legacy: Dying with Clarity in a Culture of Denial, Parents Club of Holy Rosary School, presented with Debbie Whitlock, February 2012
  • Low Cost Tips to Attract Good Clients, a WSBA-sponsored CLE course, presented with D. Bruce Gardiner of Gardiner Law Firm, February 2012
  • Estate Planning and Probate, Presented with Debbie Whitlock at Seattle Women Business Owners Brown Bag Series, January 2012
  • Explaining the Tax Relief Unemployment Insurance Re-authorization and Job Creation Act of 2010, Femme Finance Show, KKNW Radio with Debbie Whitlock, Radio Broadcast, January 2011
  • Harnessing the Power of the Internet for Your Practice, a WSBA – sponsored CLE course, Program Chair, December 2010
  • Your Family – Your Business – Your Legacy: Dying with Clarity in a Culture of Denial, Corporate Starbucks Headquarters, sponsored by Starbuck Partners, presented with Debbie Whitlock, June 2010
  • Your Family – Your Business – Your Legacy: Dying with Clarity in a Culture of Denial, Mill Creek Women in Business, presented with Debbie Whitlock, May 2010
  • Estate Planning Basics, Femme Finance Show, KKNW 1150 Radio with Debbie Whitlock, Radio Broadcast, January 2010
  • Strategic Solutions for Solo/Small Firm Practitioners, a WSBA-sponsored CLE course, presented with Tara Roberts of Puget Sound Law and James W. Talbot of James W. Talbot PLLC, December 2009
  • Virtual Offices, KCBA, Solo/Small Firm Bootcamp, co-presented with Tara Roberts of Puget Sound Law, October 2009
  • Business Succession, WNET (Women’s Network of Entrepreneurial Training), Presented with Dena Levine of DML Insurance Services, Inc. and Linda Teachout of Linda M. Teachout, C.P.A., PLLC, October 2009
  • Estate Planning by the Solo/Small Firm Practitioner Revisited – Follow up and Updated Recommendations, 54th Annual WSBA Estate Planning Conference, a CLE course sponsored by the WSBA and the Seattle Estate Planning Council, presented with Lori K. Rath, Lasher Holzapfel Sperry & Ebberson, PLLC, October 2009
  • Running a Law Practice in a Recession: Economic Facts and Survival Skills, KCBA Solo and Small Firm Section, presented with Penelope Bell of Simply a Moment, May 2009
  • Business Law Essentials, Accomplishment Coaching Program with Carmelita Logerwell, MS, CPA, of Tueffers, Guckian & Gamon, PLLC, May 2009
  • Succeeding in Tough Times: The Lawyer & Law Firm Survival Guide, Collective Wisdom in Tough Times, a Rubric LLC – sponsored CLE course, March 2009
  • Mixing Money and Values, Phinney Ridge Neighborhood Association, Presented with Charles Tompkins of Tompkins Wealth Management, Inc., September 2008
  • Perspectives on Defining and Refining Your Personal Communication Style: Dealing Effectively with Clients (or Prospective Clients), WSBA 3rd Annual Solo and Small Firm Conference, presented with Stephen R. Crossland of the Crossland Law Office and Jeffrey L. Tolman of the firm Tolman Kirk Clucas, July 2008
  • Developing an Estate Planning Practice in the Solo/Small Firm Environment, WSBA 3rd Annual Solo and Small Firm Conference, July 2008
  • Are You Working For Your Business, Or Is It Working For You?, Women’s Network for Entrepreneurial Training (WNET), June 2008
  • Pet Trusts and Caring for Animals in Estate Planning, WSBA Animal Law Conference, April 2008
  • Suggestions and Resources for Managing Your Practice for New Bar Admittees, WSBA, November 2007
  • Revisions to Rules of Professional Conduct, KCBA Solo and Small Firm Section, presented with Lori K. Rath, Lasher Holzapfel Sperry & Ebberson, PLLC, October 2007
  • Developing an Estate Planning Practice in a Solo/Small Firm Environment, 52nd Annual WSBA Estate Planning Conference, presented with Lori K. Rath, Lasher Holzapfel Sperry & Ebberson, PLLC, October 2007
  • Choosing the Right Entity Formation, KCBA Small Business Institute, presented with David Liatos of the accounting firm CPA Seattle, May 2007
  • Starting a Legal Practice, WSBA Animal Law Conference, March 2007
  • Legal Issues for Start-Ups, U.S. Small Business Administration, October 2006
  • To Form or Not to Form … A Business Entity, U.S. Small Business Administration, September 2006 (also presented to U.S. Small Business Administration, April 2005)
  • Careers in Estate Planning, Panelist at Seattle University School of Law, October 2005
  • Mistakes Lawyers Make, KCBA Solo and Small Firm Section, July 2005
  • Starting a Legal Practice, Panelist at University of Washington School of Law, May 2005 (also panelist in May 2004 and May 2003)
  • Choosing the Right Business Structure, Washington Association of Legal Investigators, October 2003
  • Legal Entity and Legal Liability Issues, Continuing Legal Education Seminar, KCBA Solo and Small Practice Section, June 2003
  • Estate Planning, People’s Law School, April 2003
  • Entrepreneurial Series, NW Business Center, October 2002

Check out Sherry’s Past Presentations and Radio Appearances:

  • Sherry Lueders - Business Law LawyerDiminished Capacity Issues, King County Bar Association (KCBA) CLE, May 2017
  • Professional Responsibility and Client Communications, Washington State Bar Association (WSBA) Readmission Program, March 2017 (also presented in 2016)
  • Professional Responsibility and Client Communications, Snohomish County Bar Association CLE, December 2016
  • Presenter, Overview of Information, Resources, and Connections at WSBARPPT.com, 2016 Real Property, Probate and Trust Section Midyear Meeting & Conference, June 2016
  • Panelist, SNOW Women and Money Event, Seattle’s Network of Women (SNOW), June 2016
  • Social Media in Your Law Practice, Washington State Bar Association (WSBA) Readmission Panel, March 2016
  • Social Media Law: Business Basics to Stay Ahead of the Game and Out of Trouble, U.S. Small Business Administration’s Biz Fair, September 2015
  • Estate Planning for New Parents, Program for Early Parent Support (PEPS), June 2015
  • Estate Planning, Mercer Island Public Library (private event), March 2015
  • Ethics and Social Media, Washington State Bar Association (WSBA) Readmission CLE, presented with Jeanne Marie Clavere and Anne Seidel, March 2015
  • Estate Planning for New Parents, Program for Early Parent Support (PEPS), March 2015
  • Property Rights and Estate Planning Issues, Northwest Real Estate Connections with Patricia Wangsness, Radio Broadcast, with Attorney Stacey Romberg, September 2014
  • Estate Planning for Everyone, Financial Health 101 presented with Justin Harris AAMS, Financial Advisor, May 2014
  • Effective Client Communications, Washington State Bar Association (WSBA) Readmission Program, presented with Jeanne Marie Clavere, March 2014