Online registration available through 4:00pm, February 24th. Walk in registrations will be accepted the day of the event by scanning a QR code to register at the door.
We are excited to invite you to the upcoming chapter meeting at the Seattle Foundation in Westlake Center on Thursday, February 26th. Attendees will not only gain valuable knowledge from these two remarkable speakers but will also earn 2 Continuing Education (CE) credits. Additionally, you will be treated to breathtaking views of the expansive Puget Sound, making this an event you won't want to miss. Join us for a morning of learning and networking in a beautiful setting!
Agenda
- 8:20 - 8:50 I Check in & Breakfast Buffet
- 8:50 - 9:00 I Welcome Message from Seattle Foundation & FPA Announcements
- 9:00 - 9:50 I Estate Planning Topic - coming soon! I (1 CE)
- 9:50 - 10:00 I Break
- 10:00 - 10:50 I Washington Estate Tax Update (1 CE)
Topic I: Estate Planning Topic - coming soon!
Karl A. Weiss, LL.M. (Taxation), JD & Sharan Sekhon I Lasher
Topic II: Washington Estate Tax Update
Steven Boyd, JD, LL.M. (Taxation) I Senior Wealth Advisor I Northern Trust
Washington's estate tax underwent major changes in 2025 - changes that could mean substantial savings for many families while significantly increasing taxes for others. This presentation will trace the evolution of Washington's transfer taxes, review the most important changes in the law, and share practical planning strategies to help clients minimize exposure. Attendees will gain actionable insights to navigate these complex rules with confidence.
Learning objectives:
- Review Washington's estate tax history
- 2025 changes in Washington's estate tax regime
- Analyze some of the new law's impacts
- Address related planning issues and opportunities
Meet the Speakers!
Karl A. Weiss, LL.M. (Taxation), JD & Sharan Sekhon I Lasher
With over 20 years of experience and 250+ merger/acquisition transactions (ranging up to $120M), Karl provides comprehensive legal and tax counsel, personalized to all types of closely held and family businesses throughout the Pacific Northwest. Drawing upon a significant federal and state tax background, he enjoys assisting clients with choice of entity and formation, governance and operating agreements, employment and compensation plans, service agreements, as well as business dissolutions, succession planning, mergers/acquisitions, and advanced estate/tax planning. Utilizing a team approach, he works closely with the clients’ other professional advisors.
Steven Boyd, JD, LL.M. (Taxation) I Senior Wealth Advisor I Northern Trust
Steven Boyd serves as Senior Vice President and Senior Wealth Advisor at Northern Trust in Seattle. For more than 25 years, he has delivered comprehensive planning strategies and administrative guidance to high-net-worth individuals and families. His expertise spans wealth transfer, income, gift and estate tax planning, risk management, and charitable giving. Steven is passionate about helping clients design strategies to build, preserve, and transfer wealth efficiently - always aligned with their unique goals and priorities. Before joining Northern Trust, Steven was a principal at Amicus Law Group and a senior manager with Deloitte Tax. A sought-after speaker, he frequently shares his insights with professional audiences, including The Seattle Estate Planning Council, The Society of Trust and Estate Practitioners, The Oregon Planned Giving Council, and the National Business Institute.