Category Archives: Meeting

Generation-Skipping Transfer Tax 5/17/2022

Carol Wachter
Tax Managing Director

Carol has over 20 years’ experience in Private Wealth, focusing on tax compliance and consulting for high net worth individuals, families, shareholders and executives. This experience includes individual, fiduciary, estate and gift tax compliance and consulting. Carol also serves private foundations and public non-profit organizations.  Carol has served her entire career in Portland, where she has held a variety of roles, including office WIN leader and lead tax recruiter. Carol is a founder of the Deloitte Pacific Northwest Family Office Forum, which brings together family office personnel from Oregon and Washington to discuss family office issues.

Craig L. Janes
Partner, Washington National Tax
National Director of Estate, Gift and Trust Services

Craig has more than 36 years of professional practice (22 in his role as National Director) designing and implementing strategies that achieve the personal and charitable objectives of many of the firm’s most wealthy clients. He has developed specific expertise in post mortem planning, fiduciary income taxation and estate administration including negotiations with the IRS and state agencies in closing complex estates.  Craig is a frequent speaker and author on various topics including new technical developments in the estate, gift and trust area, generation-skipping taxation, family limited partnerships, grantor retained annuity trusts, transfer tax valuations, and estate and gift tax return risk management. Craig together with his colleague Laura Peebles, wrote Portfolio 822-3rd, Estate and Gift Tax Returns and Audits for Tax Management, publisher of the BNA Estate, Gifts, and Trusts Portfolios.

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How to Blend Art, Collectibles, and NFTs into Your Financial Planning Strategy 4/19/2022

Wendy S. Goffe is a partner with the law firm of Stoel Rives LLP, Seattle, Washington, with 30 years of experience counseling clients on estate planning issues.  She has been named one of “The Best Lawyers in America” for trusts and estates (2007–2022), Super Lawyers for estate planning and probate, nonprofit organizations (2003–2021), and top 50 women lawyers (2006–2019, 2021), top 100 lawyers (2008–2014, 2018, 2021).  She has been listed in Chambers High Net Worth Guide (Private Wealth Law – Washington) (2016–2021), and is a Fellow of the American College of Trust and Estate Counsel (ACTEC), chair of the ACTEC Family Law Task Force, and a member of the ACTEC Digital Property Committee.  She is an Accredited Estate Planner® (Distinguished) as awarded by the National Association of Estate Planners.  Her experience includes advising clients on probate and trust administration, estate and gift taxation, charitable and nonprofit organizations, family-owned business succession, and issues concerning unmarried couples.  She has also worked extensively with private collectors, artists, artist foundations, museums, and art dealers, who seek legal counsel relating to the creation, destruction, purchase, sale, consignment, auction, ownership, financing, loan, authentication, export/import, display, reproduction, insurance, taxation, storage, charitable and noncharitable gifting, restitution, and recovery of fine art and other creative work. 

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Economic & Capital Markets Overview 01/18/2022

Andrew Hagerty joined Columbia Trust Company in 2016 and has over 17 years of experience in wealth management. As portfolio manager for our Oregon and Southwest Washington clients, he manages investments for families, trusts, non-profits and local municipal retirement plans.

Andrew holds the Certified Investment Management Analyst (CIMA) designation. Raised in Oregon, he earned his B.S. in finance from the University of San Francisco and M.B.A. in finance and international business from Marylhurst University.

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