Financial Planning Association of Puget Sound
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2017 May Quarterly Program
Maggiano's LIttle Italy Bellevue
10455 NE 8th St
Bellevue WA, 98004
United States
(425) 519-6476

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Thursday, May 11, 2017, 11:30 AM - 2:00 PM PST
Category: Events

Date/Time:

Thursday, May 11, 2017

11:30 AM - 2:00 PM
(Networking starts at 11:30 AM)

Location:

Maggiano's
10455 NE 8th Street
Bellevue, WA 98004

Registration:

Members: $35
Non-Member: $50
Board Member: $17.50


Event:

May Quarterly Program

Description:

Approved for 1 CFP Credit
Join Sandy J. CairnsHanson Baker, for her presentation "Estate Planning 101 - what you need to know to preserve your legacy and communicate your wishes"

Estate Planning 101 provides an introduction to the estate planning process. Sandy Cairns, an estate planning attorney with Hanson Baker Ludlow Drumheller P.S., in Bellevue will be presenting. Sandy assists clients with a wide range of related issues including guardianships, wills, trusts, powers of attorney and healthcare directives, estate settlement, gift and tax planning, trust and estate litigation, and estate tax and tax planning.

Approved for 1 CFP Credit
Join Kalen Hanna, the Employer Services Manager here give a presentation on "401ks in today's industry".



Sandy J. Cairns

Hanson Baker

One of the things clients like best about working with Sandy Cairns is that she is an approachable, compassionate and skilled estate planning attorney. Her thorough, educational approach helps clients make informed decisions to achieve their estate planning goals. Using an open and engaging style, Sandy helps put her clients at ease and assists them in navigating the full spectrum of estate matters including powers of attorney and guardianship, wills and trusts, estate and gift tax planning, and probate and trust administration.

Sandy also assists clients with business issues such as entity selection, formation and maintenance, contract drafting and review, and real estate transactions.

 

EDUCATION

  • LL.M, University of Washington, Taxation
  • J.D., Seattle University School of Law, cum laude
  • B.A., University of British Columbia, Political Science

ARTICLES AND PRESENTATIONS

  • Back to Basics with the New Matrix (Spring 2014) 
  • Choice of Entity (2012) 
  • Estate Planning 101 (2009, 2011 and 2012)

PROFESSIONAL AND CIVIC INVOLVEMENT

  • Seattle Estate Planning Council
  • East King County Estate Planning Council
  • Washington State Bar Association – RPPT and Taxation Sections
  • King County Bar Association - Real Property, Probate and Trust Section
  • Washington Women in Tax
  • Washington Women in Need, board member
  • EvergreenHealth Foundation, board member
  • MAMA Seattle (Mother Attorney Mentoring Association of Seattle), member, past board member
  • Kirkland Community Advisory Board, past board member



Kalen Hanna
Saturna Capital

Kalen is the Employer Services Manager who joined Saturna Capital in August 2009.

Education: 

  • B.A., Western Washington University, International Business
  • M.B.A., Strayer University, Finance