Building an estate plan with a client is a rewarding but oftentimes complicated practice.
From your first meeting with the client until the plan is completed, your skill set must be at its sharpest to ensure your client's financial and personal interests are carried out without complication.
This CLE is designed for attorneys who are new to estate planning, and our experienced speakers will guide you through the entire estate planning process, passing on valuable tips along the way.
The following Key topics will be discussed:
08:15 – 08:45 |
Registration |
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08:45 – 09:15 |
Essentials of Attorney/Client Relations |
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09:15 – 10:15 |
Understanding Wills and Trusts |
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10:15 – 10:45 |
Basics of Probate |
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10:45 – 11:15 |
Potential Tax Pitfalls |
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11:15 – 11:30 |
Break |
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11:30 – 12:00 |
Preparations for Incapacity |
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12:00 – 12:15 |
Charitable Giving Considerations |
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Attorney Marc Vohr
Aiken, St. Louis & Siljeg, P.S. – Seattle, WA
Mark has been with the firm since 1999 and a shareholder since 2003. Mark received his B.A. degree, cum laude, from the University of Massachusetts, Amherst, (English with a Minor in Political Science and Public Law) 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 and advanced studies for a Masters in Business Administration (MBA). Mr. Vohr is a member of the Washington State Bar Association (and a member of the Real Property, Probate and Trust Section, Tax Section and Elder Law Section – Executive Committee Member and Continuing Legal Education Chair), 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 2003-4, 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. Mr. Vohr has published dozens of Articles for the Washington State Bar Association on Elder Law, Guardianship, Probate, Trust and Estate Dispute Resolution, and related litigation. He is also a frequent presenter at Washington State Bar Association Continue Legal Education programs
Areas of Practice
General Business Law – Specializing in the Full Needs of Puget Sound Small Businesses
Tax
Estate Planning
Trusts
Guardianships Law and Related Litigation
Probate Law and Related Litigation
Fiduciary Law and Related Litigation
Trust Law and Related Litigation
Vulnerable Adult Protection Actions
Bar Admissions
All Washington Courts
United States District Court, Western District of Washington
Recent Representative Appellate Matters:
In Re Estate of Furst, 113 Wn. App. 839; 55 P.3d 664 (2002).
In Re Estate of Maletta, 149 Wn App. 1062 (2009)
Professional and Community Activities
Washington State Bar Association
Member of elder law section executive committee; CLE co-chair 2008-2011
Member of real property and probate section
King County Bar Association
Member of elder law and guardianship section
Member of real property and probate section
King County Bar Association Volunteer Attorney Network
King County VAPWA Attorney
King County Senior Services Volunteer Attorney
Past President University Lions Club
Past Trustee of the University Lions Foundation
Past President Wallingford Chamber of Commerce
Secretary Ethnic Heritage Council of Seattle
Attorney Brian Comstock
The Comstock Law Firm, P.L.L.C. – Seattle, WA
Brian L. Comstock entered private practice in 1959 with the law firm of Roberts & Shefelman where he later headed the firm's business practice group and became its managing partner. He continued as a senior business partner with the merged firm of Foster Pepper & Shefelman in 1987, and moved his practice to Short Cressman & Burgess in 1990 as partner and chair of its business practice group. In 2004-5, having retired from that firm, Brian taught as an adjunct professor at Seattle University's School of Law and Albers School of Business and Finance. In 2006, he joined his son, John L. Comstock, in forming their own law firm, the Comstock Law Firm, PLLC, with offices in Bellevue, Washington.
Professional: Over the years, Brian has been active in professional organizations and pursuits including the business, securities and tax sections of the American Bar Association and Washington State Bar Association. He chaired several committees and served as a Trustee of the Seattle-King County Bar Association in the 1960-70s. He has also been active with the Washington State Bar Association serving on its Board of Governors and the Board of Trustees of the WSBA Foundation from 2008-2011. He has lectured and presented legal materials at continuing legal education seminars and to professional groups.
Community: Brian has been active in the community and contributor to civic and charitable causes. He continues to be an active Rotarian and currently serves on the Seattle University Board of Regents. He has served as a Commissioner of the Washington State Lottery since 2005. He has served as a Board member of Northwest Center and the South Seattle Community College Foundation. He is an avid tennis player and active member of the Seattle Tennis Club.
Education: Brian is a graduate of Roosevelt High School in Seattle. He graduated from the University of Washington in 1954, magna cum laude and Phi Beta Kappa, with top honors in his political science major. Commissioned through the ROTC, he served two years as a special agent of the U.S. Army Counter-Intelligence Corps assigned investigative duties in Washington, D.C. Upon release from the service, he went on to Harvard Law School where he received his law degree in 1959.
Areas of Practice: While Brian has had experience in most areas of the law, his practice has focused primarily on business including such diverse areas as forming new companies, handling mergers and acquisitions, assisting with financings and securities compliance and advising on contracts and business transactions. He has had extensive experience in handling tax matters including dealing with tax agencies and representing taxpayers on appeals to the Washington State Supreme Court. He has a Martindale-Hubbell rating of AV and AVVO rating of "10."

Total WA CLE credits: 3 hours
This course has been submitted for approval to the Washington State Bar-final approval pending.
1000 First Avenue
Seattle, Washington 98104
Note: Parking is on your own.
Start 08:45 AM – Finish 12:15 PM
$200 First Registrant
Add Associate $100 dollars*
Add Paralegal $100 dollars*
$125 Young Lawyers – Under 4 years acceptance to the Bar.**
*Young Lawyers with under 4 years acceptance to the Bar may use the coupon code YL75 to receive the $75 discount when checking out.
**Discounts can not be combined.
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