The Museum of Flight is delighted to provide an Estate Planning series for our most loyal supporters.
The series is finished for 2024. Please check back January 2025 for next year's topics and registration.
The series includes:
- Estate Planning Basics (recording and PDF available below)
- Trust Planning Basics (recording and PDF available below)
- Charitable Giving Strategies (PDF available below)
- Utilizing Donor Advised Funds (PDF available below)
- Preparing Heirs for Wealth Transfer (PDF available below)
- Estate Taxes 101 (recording and PDF available below)
Questions?
Please contact Janet Choi at JChoi@museumofflight.org.
“They covered all the basics of what you need to know for estate planning and did a good job of explaining things in an easy-to-understand manner.”
— 2023 Attendee
Core Sessions
Core Session 1
Estate Planning Basics
Virtual
Thursday, February 22, 2024
6:00 PM to 7:30 PM (one-hour presentation with a Q&A afterward)
In-Person
Saturday, March 2, 2024
10:00 AM to 11:30 AM
Lunch will be provided after the session.
Amanda M. Nathan, JD
Attorney at Law, Partner
Gordon Thomas Honeywell LLP
Estate planning is an understandably sensitive and difficult topic, which makes it very easy to kick down the road. However, a lack of planning can cause your loved ones to be caught off-guard in the face of an unexpected tragedy.
During this session, we will discuss:
- Values and goals that drive your plans
- Basic estate planning documents related to your finances and your health
- Different roles that your family and friends play in your estate plans
- How your plans evolve along with you
Core Session 2
Trust Planning Basics
Virtual
Thursday, February 29, 2024
6:00 PM to 7:30 PM (one-hour presentation with a Q&A afterward)
In-Person
Saturday, March 2, 2024
1:00 PM to 2:30 PM
Lunch will be provided starting at 11:30 AM before the session begins.
Sharon Perlin, JD
Senior Vice President, Client Advisor
Whittier Trust
In a state like Washington, with a simple probate system, trusts might not be seen as necessary, but they offer many benefits depending on your circumstances.
During this session, we will discuss:
- Different types of trusts
- Family situations that make trusts an appealing option
- Assets used for funding
- Benefits to your family
Interest Sessions
Interest Session 1
Charitable Giving Strategies
Virtual
Tuesday, March 5, 2024
6:00 PM to 7:00 PM (30-minute presentation with a Q&A afterward)
Maria Kildall, CAP®
Senior Philanthropic Trust Advisory Specialist, Senior Vice President
Wells Fargo Bank, N.A.
There are so many reasons why you might consider engaging in charitable giving during your lifetime and in your estate plans.
During this session, we will discuss:
- Your philanthropic vision and values
- What you want to achieve with your philanthropy
- Different assets you can utilize
Interest Session 2
Utilizing Donor Advised Funds
Virtual
Thursday, March 7, 2024
6:00 PM to 7:00 PM (30-minute presentation with a Q&A afterward)
Maria Kildall, CAP®
Senior Philanthropic Trust Advisory Specialist, Senior Vice President
Wells Fargo Bank, N.A.
Donor Advised Funds (DAFs) are one of the fastest-growing philanthropic vehicles today, but many people still have questions about how to utilize them to support the causes they care about.
During this session, we will discuss:
- Why DAFs are so popular
- Their impact on the philanthropic community
- When creating a DAF can be a good tax-efficient option
Interest Session 3
Preparing Heirs for Wealth Transfer
Virtual
Tuesday, March 12, 2024
6:00 PM to 7:00 PM (30-minute presentation with a Q&A afterward)
Lorilee Mills
Senior Family Dynamics Consultant, Senior Vice President
Wells Fargo Bank, N.A.
However you define it, family is a critical part of your estate plans and should never be left behind.
During this session, we will discuss:
- How strengthening your family’s communication around legacy fosters alignment around family financial goals, preparing heirs of all ages, and develops a sense of shared purpose
Interest Session 4
Estate Taxes 101
Virtual
Thursday, March 14, 2024
6:00 PM to 7:00 PM (30-minute presentation with a Q&A afterward)
Lisa Farmer, CPA
Tax Manager
Hayes, McColloch & Vickerman CPA Group
Taxes are never easy and change from year to year, which can make them hard to stay on top of.
During this session, we will discuss:
- How the estate and gift tax systems work in Washington State and the federal level
- Changes coming in the next few years
- All the tax considerations to address when creating your estate plan to ensure your wishes are fulfilled