Tenth Annual Probate Administration Faculty Biographies

FACULTY CHAIR: MICHAEL J. LONGYEAR Reed Longyear Malnati & Ahrens PLLC 801 Second Ave, Suite 1415 Seattle, WA 98104 206.624.6271 [email protected]

MICHAEL J. LONGYEAR represents clients in a variety of probate and trust administration matters. He educates his clients and peers about his areas of specialization which include probate, trust administration, elder law and estate planning. Mr. Longyear currently serves on the Executive Committee of the WSBA Real Property, Probate & Trusts section. Mr. Longyear earned his Juris Doctor from the University of Pittsburgh School of Law. He is on the King County Superior Court Guardian ad Litem registry for Title 11 matters and the Settlement Guardian ad Litem Registry for SPR 98.16 W. He is a certified professional guardian and serves as guardian of the estate and as a trustee and estate administrator in routine and complex or contested matters. From 2001 to 2008, Mr. Longyear served on the Washington State Professional Guardian Certification Board. He was on the WSBA Elder Law Section Executive Committee for 10 years in a variety of positions including as Section Chair. He is a past Co-Chair for the King County Superior Court Settlement Guardian ad Litem (SPR 98.16W) Certification Training, a past Chair of the KCBA Guardianship & Elder Law Section, and a past Co-Chair of the Title 11.88 Mandatory Guardian ad Litem Training Program. He is also a member of the Real Property, Trust & Probate and the Guardianship and Elder Law Sections of the King County Bar Association, and the American Bar Association and the Seattle Estate Planning Council..

KEN KILBREATH Wells Fargo Private Bank 999 Third Ave, Ste 4000 Seattle, WA 98104 206.343.4523 [email protected] KEN KILBREATH is a Wealth Advisor and Vice President at Wells Fargo Private Bank. Ken is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), has been named a Super Lawyer by Washington Law and Politics from 2006-2011, and has been named a Five Star: Best in Client Satisfaction Wealth Manager by Seattle Magazine. Ken received his B.S. from Willamette University, his J.D. from Seattle University, and his LL.M. (taxation) from the University of Washington School of Law. Ken was previously a shareholder with Inslee, Best, Doezie, and Ryder where he practiced in the area of Trusts and Estates.

Distinguished Faculty ERIC E. BRUNSTROM Reed, Longyear, Malnati & Ahrens, PLLC 801 Second Avenue, Suite 1415 Seattle, WA 98104 206.624.6271 [email protected] ERIC E. BRUNSTROM is member at Reed, Longyear, Malnati & Ahrens, PLLC with a litigation practice focused in the areas of Social Security, Trust, Probate, and Guardianship matters. Eric also represents clients regarding Medicaid and Medicare entitlement, estate planning, trust formation and administration, and in general civil litigation matters. Eric focuses his representation on individuals, or their family members, with severe physical and/or mental impairments, including limitations arising as a result of aging. He attended both Washington University School of Law in St. Louis and Seattle University Law School for his J.D. and received his B.A. degree from Fairhaven College at Western Washington University. Eric is a guardian ad litem for King County, admitted to WSBA and the U.S. District Court, WDWA, and is a member of KCBA, WSTLA, and the National Organization of Social Security Claimant’s Representatives as well as several KCBA and WSBA sections. Mr. Brunstrom has also been named as a Rising Star for 2009 by Washington Law and Politics magazine.

JASON BURNETT Reed Longyear Malnati & Ahrens PLLC 801 Second Ave Suite 1415 Seattle, WA 98104-1517 [email protected] JASON BURNETT has over a decade of experience successfully litigating a wide variety of issues in both state and federal courts. After clerking on the Division II Court of Appeals and the State Supreme Court, Jason enjoyed the opportunity to represent a broad range of clients in matters ranging from professional liability to the scope of access easements, as well as commercial and business litigation. A significant portion of his work now is also devoted to the areas of trust, estate and guardianship litigation. Jason is an associate at Reed, Longyear, Malnati & Ahrens, PLLC, in Seattle, Washington. He is a graduate of the University of Washington and Seattle University (J.D., cum laude, 2000), and lives in Seattle.

THE HONORABLE HENRY H. JUDSON III King County Superior Court Kent, Washington [email protected]

COMMISSIONER JUDSON was recently appointed Commissioner to the King County Superior Court. Prior to being a commissioner he concentrated his practice in the areas of Guardianship, Probate, Trusts and Elder Law. He is a certified professional Guardian, and has served as a Guardian of the Person and/or Estate of Incapacitated Persons, a Trustee and as Personal Representative of Decedent’s estates upon court appointment. Until 2009, Mr. Judson was a member of the Title 11 and Title 26 Guardian ad Litem registries in King County; he remains on the Title 11 registry in Snohomish County. He also serves as a Court Commissioner Pro Tempore in the Ex Parte/Probate Department of the King County Superior Court. From 2007 through 2009 Mr. Judson was a Co-Chair of the King County Bar Association’s Title 11 Guardianship GAL Program, and has been a speaker at seminars on a variety of topics relating to guardianship and probate. Mr. Judson received his B.A. from Pomona College in 1977 and his J.D. from the Northwestern School of Law of Lewis and Clark College in 1980. He is a member of Washington State Bar Association, the King County Bar Association, and the Snohomish County Bar Association.

MICHELLE GRAUNKE Attorney At Law 719 Second Avenue, #104 Seattle, WA 98104 206.652-4310 WWW.MICHELLEGRAUNKE.COM MICHELLE L. GRAUNKE’S practice in downtown Seattle focuses on guardianship, probate, trusts, estate planning, and elder law. She also acts as a court-appointed settlement and probate Guardian ad Litem. Michelle was admitted to the Washington State Bar Association in May 1999, after graduating cum laude from Seattle University School of Law in December 1998. She was an associate with the law firm of Thompson & Howle for over five years before starting her own practice in July 2004. She recently hired an associate attorney allowing her to expand her practice. Michelle is a member and past Chair of the Elder Law and Guardianship Section of the King County Bar Association. She is also a member and former Chair of the Elder Law Section of the Washington State Bar Association and is currently co-Chair of its Outreach Committee. She is a frequent presenter on issues, including guardianship, alternatives to guardianship, and probates.

AMY J. GOERTZ Goertz & Lambrecht, PLLC 536 Bell Street Edmonds, Washington 98020 (425) 778-8997 [email protected] A.J. GOERTZ is a senior partner at Goertz & Lambrecht PLLC, where she specializes in probate administration and litigation. She grew up in Spokane and graduated from Gonzaga University School of Law in 1995, when she relocated to Seattle. After eight years as a sole practitioner and contract attorney, she formed Goertz & Lambrecht PLLC with her husband, civil litigation attorney Bruce J. Lambrecht, in the beautiful waterfront community of Edmonds. She handles probate litigation cases and enjoys administering the uncontested estate, but one of her favorite things to do is prepare TEDRA Agreements that actually make all of the parties involved at least reasonably happy. She is not the chair of any impressive committees, has no published opinions or famous case sites to point out, and is not as-yet promoting that best-selling novel she is sure she will write someday.

TIFFANY R. GORTON Kutscher Hereford Bertram Burkart PLLC 705 Second Ave Suite 800 Seattle, WA 98104 206.382.4414 [email protected] TIFFANY R. GORTON joined the firm in 2012, and her practice focuses primarily on taxation, estate planning and trust and estate litigation. Prior to joining the firm, Tiffany was a tax associate in a boutique accounting firm with her practice focusing on estate, gift and fiduciary taxation. Tiffany also serves as a volunteer attorney for the University of Washington Federal Tax Clinic where she assists taxpayers in resolving disputes with the Internal Revenue Service.

CHAD HORNER 555 W Smith St, PO Box 140 Kent, WA 98035-0140 253.852.2345 [email protected] CHAD HORNER is a partner with the Curran Law Firm where he primarily works with individuals and families on their estate planning and probate needs. Chad regularly volunteers with many organizations in the community, including the King County Neighborhood Legal Clinic, the Family Law Information Center, Children’s Therapy Center, and HealthPoint. Chad also serves as a pro tem commissioner with the King County Superior Court. Chad grew up in Wenatchee before moving to Seattle to attend the University of Washington for his undergraduate degree. He graduated from Drake Law School in Des Moines, Iowa with honors and was editor-in-chief of the law review. When not at work, Chad likes to play tennis, hike, backpack, and climb mountains with his friends and spouse Patrick, and hop on his bike for his 20 mile commute to work.

JENNA B. ICHIKAWA 1420 Fifth Avenue Suite 3000 Seattle, WA 98101-2393 206.626.6000 RECEPTION [email protected] JENNA B. ICHIKAWA is an associate at the firm of Stokes Lawrence, P.S. where she guides individuals and families through the estate planning process. From basic arrangements to complex taxable estates, Jenna helps clients develop plans that are tailored to fit their unique circumstances and specific needs. She also counsels families and organizations on important financial and tax matters such as trust and estate administration, international estate planning for U.S. citizens living abroad, charitable planned giving and the laws regulating tax-exempt organizations. Jenna graduated from the University of Washington School of Law. Prior to law school, she received her B.A. in History from the University of Puget Sound and her M.P.A. from the Evans School of Public Affairs at the University of Washington.

BRIAN D. IVES 5507 35th Ave NE Seattle, WA 98105 206.547.1400 [email protected] BRIAN D. IVES’ practice emphasizes estate planning, probate, estate litigation, guardianship, charitable gift planning, and small business advising. He is a member of the Estate Planning Council of Seattle, former President of the Greater University Chamber of Commerce. Brian is an elder at Bethany Presbyterian Church, and umpires baseball with Northeast Seattle Little League

SARAH L. MOEN Moen Law Offices, P.S. 600 University Street, Ste. 3312 Seattle, Washington 98101 206.441.1156 [email protected] SARAH L. MOEN has more than 10 years experience in probate, trust, and guardianship matters. In addition to representing professional and lay fiduciaries, she has been appointed as a fiduciary by the Court on multiple occasions to serve as personal representative or guardian ad litem in complex administrations. Sarah is admitted to practice before all courts in the State of Washington, the United States District Court for the Western District of Washington, the United States Court of Appeals for the Ninth Circuit, and the United States Tax Court. She is the currently the Treasurer of the Guardianship and Elder Law Section of the King County Bar Association and served as the Seattle Vice-Chair from 2012-2014. She has had several articles published and has spoken at numerous legal seminars on fiduciary administrations. Sarah received her B.A. degree (English with a writing emphasis) from the University of Washington, her J.D. from Whittier Law School, and her LL.M. (Taxation) from Villanova University School of Law. While studying for her LL.M., she interned at the District Counsel's Office of the Internal Revenue Service in Philadelphia, Pennsylvania. A third generation lawyer, Sarah balances the demands of her career by indulging in weekend adventures with her family and friends during the spring and summer, coaching the girls soccer team at Ballard High School in the fall, and going snowboarding in the winter.

ROSEMARY REED Stokes Lawrence, P.S. 800 Fifth Avenue, Suite 4000 Seattle, WA 98104-3179 206.626.6000 [email protected] ROSEMARY REED is a shareholder at the firm of Stokes Lawrence, P.S. where she concentrates her practice in the areas of estate planning, gift and estate taxation, probate and the law of exempt organizations. Ms. Reed graduated with honors from the University of Washington School of Law in 2003. She received her B.S. in Biology cum laude from the University of Oregon in 1996. Ms. Reed is a member of the WSBA Real Property Probate and Trust executive committee and was has been named a “Rising Star” by Washington Law and Politics Magazine for the last five years. Ms. Reed is also a part-time lecturer in the LLM program in taxation at the University of Washington School of Law and a regular volunteer at the King County Bar Association Neighborhood Elder Law Clinic. STEVE SCHINDLER Perkins Coie LLP 1201 Third Ave, Suite 4800 Seattle, WA 98101 [email protected] STEVEN SCHINDLER joined the Personal Planning Group at Perkins Coie as an Associate in 2007. He represents individuals and families in personal and estate planning strategies that range from developing basic estate plans to implementing sophisticated planning techniques intended to transfer family assets and achieve a variety of family, business succession and charitable objectives. He advises clients on estate and trust administration, probate, estate and trust dispute resolution matters, and the preparation of gift and estate tax returns. Steven also represents personal representatives (executors and administrators), trustees (including trustees of special needs trusts, as well as guardians) and beneficiaries in estate and trust administration. His practice includes working with individuals and groups to form charitable organizations and advising existing organizations on a variety of legal and tax matters. He attended Duke Law School and Southern Methodist University, and he serves as Vice-Chair of the RPPT section of the KCBA.

MARK C. VOHR Aiken St. Louis & Siljeg 801 Second Ave Suite 1200 Seattle, WA 98104 206-624-2650 [email protected] MARK VOHR is a shareholder with the Seattle law firm of Aiken, St. Louis & Siljeg, P.S., where he practices in the areas of Tax, Estate Planning, Probate, Guardianship Law and Guardianship and Probate related litigation. Mark received his B.A. degree, cum laude, from the University of Massachusetts, Amherst, and his J.D. Degree from Albany Law School of Union University where he was elected to the Moot Court Honor Board. He has received advanced training in tax law from the University of Washington in their L.L.M-Tax program. Mr. Vohr is a member of the Washington State Bar Association (and a member or the, Real Property, Probate and Trust Section, Tax Section and Elder Law Section – Executive Committee Member), the King County Bar Association (panel member for the Tax Exempt Practice Group, Guardianship and Elder Law Section member). He is a registered title 11.88 Guardian ad Litem for King and Snohomish Counties. Mark has served in a number of Community Positions, including President of the Wallingford Chamber of Commerce, 1995-7, President of the University Lions Club 20034, Trustee of the University Lions Foundation 2003-4, Board Member and Legal Counsel for Deaf Connection, Board Member and Legal Counsel for the Wallingford Community Services Office, Board Member for the Ethnic Heritage Council, Volunteer for the King County Senior Services Center, and the King County VAPWA program.

DIANE L. WIES Mullavey, Prout, Grenley & Foe, LLP 2401 NW 65th Street Seattle, WA 98117 206.789.2511 www.ballardlawyers.com [email protected] DIANE L. WIES received her undergraduate education at Union College, in Schenectady, New York where she earned a Bachelor of Arts degree in Economics and German in 1997. While at Union, she spent a term abroad studying at the Goethe Institut in Freiburg, Germany. Diane received her Juris Doctor from Quinnipiac College School of Law in Hamden, Connecticut in 2000, where she was a member of the law review. She has been with Mullavey, Prout, Grenley & Foe, LLP since 2002. Her practice focuses on estate planning, probate, estate administration, trust administration, guardianships, business law, and related litigation.