RoseMary's practice focuses on assisting individuals and families with all facets of the estate and tax planning process, from basic planning to complex trusts, intrafamily gifts and wealth transfers, charitable planned giving and business succession planning.

PROFESSIONAL & COMMUNITY ACTIVITIES

Member, Seattle Humane Society Planned Giving Advisory Board (present)

Member, Washington State Bar Association Real Property, Probate and Trust Section, Executive Committee (present)

Part-Time Lecturer, University of Washington School of Law, LLM in Taxation Program (present)

Member, Seattle Estate Planning Council (present)

Member, Washington Women in Tax (present)

Member, Washington Planned Giving Council (present)

Volunteer, Elder Law clinic sponsored by the King County Bar Association (present)

Seattle Advisory Board, Guide Dogs for the Blind (present)

Editor, Washington State Bar Association Real Property, Probate and Trust newsletter (past)

RECENT PUBLICATIONS & SPEAKING ENGAGEMENTS

"Marshalling Assets; Identify the Type of Property; Community v. Separate; Probate v. Non-Probate," Speaker, 8th Annual Probate Administration, presented by KCBA (November 2012)

Estate Planning Forms and Fundamentals, co-presenter with Andrew Heinz, WSBA (2012)

WSBA Real Property Probate and Trust Midyear Meeting, co-chair, Spokane, Washington (June 2012)

"The Washington Trust Act: Innovation and Clarification," co-chair, WSBA (December 2011)

"Best Practices for Estate Administration of Charitable Gifts," speaker, Washington Planned Giving Council (October 2011)

"Estate Planning Forms and Fundamentals," co-chair and speaker, WSBA CLE (August 2011)

"Amending Charitable and Other Irrevocable Trusts Using TEDRA," presenter, Philanthropic & Legacy Planning for Financial Advisors, Children’s Hospital Foundation (June 2011)

"Fiduciary Responsibilities of Not-For-Profit Directors," speaker, ArtsFund Leadership Training (April 2011)

"Marshalling Assets" and "Identifying the Type of Property," speaker, 6th Annual Probate Administration, presented by KCBA (October 2010)

"Initiating a Probate," co-chair and apeaker, Probate Boot Camp, presented by WSBA (September 2010)

"Ins and Outs of Will Basics," speaker, WSBA CLE (June 2010)

"Ethics in Estate Planning," speaker, Centralia College Continuing Professional Education Seminar (May 2010)

"Estate Planning Demystified: The Top Ten Estate Planning Issues for Everyone," speaker, presented at Stokes Lawrence P.S. (August 2009)

"Probate Bootcamp," speaker, WSBA CLE (July 2009)

"Planning Considerations for Clients Who Own and Co-Own Valuable Copyrights," co-author with Leslie C. Ruiter and Laura C. Cunningham, 36 Real Property Probate & Trust, WSBA (Summer 2009)

"Trusts and Estates Litigation, Annual Case Law and Legislative Update," speaker, WSBA CLE (April 2009)

"Ethical Considerations in a Trusts and Estates Practice," speaker, National Business Institute CLE (2008 and 2007)

"Personal Representatives and Fiduciary Selection for the Business Owner," speaker, Lorman Education Services CLE (2008 and 2007)

"The Probate Process from Start to Finish," speaker, National Business Institute CLE (2008 and 2007)

"Estate Planning Issues and 'Trust Mills' Consumer Protection Act Violations and Treble Damages," speaker, Washington Law Institute CLE (December 2007)

"Durable Powers of Attorney, Gifts to Minors and Custodial Accounts for Minors," co-chair, WSBA CLE (December 2006)

"When a Simple Will Is Not Enough: Estate Planning for Unmarried Couples and Recently Divorced Individuals," speaker, WSBA CLE (October 2006)

"Tax and Financial Considerations in Dissolution: Selected Considerations in Estate Planning for Divorced Individuals," speaker, WSBA CLE (September 2006)

Guest, MSNBC Connected Coast to Coast hosted by Ron Reagan, Jr., "Living Wills," Seattle, WA (March 2005)

Commencement Speaker, University of Oregon Biology Department Graduation, Eugene, OR (June 2004)

RECOGNITION

Rising Star, Washington Super Lawyers^® (2007-2012)

BACKGROUND & INTERESTS

Prior to law school RoseMary worked in science, specifically in the fields of genetics and infectious disease research.