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Or Contact the Planning Team.
Lisa Haynie | Erin Ingersoll
Meeting Visions, LLC
Lisa: 425.260.0433 | [email protected]
Erin: 206.898.2613 | [email protected]
Estate Planning Council of Seattle
Our primary mission is to educate and provide resources to estate planning professionals. Our website, www.epcseattle.org gives you access to unbiased information about estate tax-planning strategies, wills, trusts, business succession, and other topics guide your estate planning. The Council is composed of local attorneys, CPAs, trust officers, insurance professionals, financial planners, and members of the planned giving community whose professional careers are centered around helping individuals achieve their estate planning goals.
Estate Planning Seminar
The Estate Planning Seminar is approaching it’s seventh decade of educating planning professionals and we strive to continue to grow and provide the very best in continuing education for our industry. Our goal is to bring education, networking, and community to EPC members and non-members alike.
2024 Seminar Chairs
Chair:
Marianna Willey, CPA, MST
Baker Tilly
Marianna has more than 10 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. Her work emphasizes tax compliance and advisory services for affluent individuals and families. She has experience in individual income tax planning and estate and legacy strategy and planning.
Co-Chair:
Matt Tilghman-Havens
Senior Vice President & Director of Wealth Strategy, Washington Trust Bank
Matt Tilghman-Havens, Senior Vice President, serves as the Director of Wealth Strategy of Wealth Management & Advisory Services. Within a multidisciplinary team, he provides clients with wealth strategy, investment management, and trust and estate services.
Matt brings nearly 20 years of experience in tax, trust and estate law and wealth strategy to the service of his clients. He balances warm, genuine communication with strong fiduciary experience to develop deep, collaborative relationships with clients and their professional advisors.
In each relationship, Matt strives to partner with clients to help them realize their goals. He is especially passionate about helping individuals and families navigate the challenging waters of retirement, education and care of loved ones, and philanthropic works.