ESTATE PLANNING COUNCIL OF SEATTLE

Topic:  Planning for a Client’s Incapacity:  The Pitfalls We See

Speakers:

Diana Zottman

At the start of her legal career, Diana worked as a public defender for the largest public defense firm in King County. After a move from criminal law to involvement with the Washington State Developmental Disabilities Council (WSDDC), Diana joined Curran Law Firm in 2003 to focus on estate planning and probate. In 2008, she moved to the downtown Seattle firm Keller Rohrback LLP, where she continued honing her practice in estate planning.

While helping families through probate, she noticed that many estate plans fail to address the unique elements of the decedent’s life. In fact, most plans seem to address only a portion of the estate, which often leads to unnecessary complications and expense. As a result, part of Diana’s philosophy involves crafting an effective estate plan that brings together all the elements of the client’s life. In 2016, Diana launched Laurel Law, drawing upon her skills as an experienced attorney, board chair, policy analyst, and devoted family member.

At Three60 Law Group, Diana continues to provide her clients with a person-centered style of planning, but with the added benefit of a team approach that is the cornerstone of Three60’s philosophy.

Monica Padineant

Monica joined Laird Norton Wealth Management in 2008 and currently serves as a director, client services. She works closely with LNWM clients to help them identify specific goals for their accumulated wealth and to implement a comprehensive plan that allows clients to realize their personal and financial objectives. As a CERTIFIED FINANCIAL PLANNER™ Professional, and a former client analyst at LNWM for seven years, Monica has extensive experience building financial plans from the ground up and including all aspects of a client’s financial situation. Using cash flow modeling, risk management and contingency planning, Monica provides clients with a clear overview of their finances and their options. She then proposes financial plans that are best-suited to each client, drawing on LNWM’s in-house expertise in investment research, estate planning and life-transition planning. Once in place, Monica and her team closely monitor client portfolios and plans and make adjustments as needs and circumstances change. Prior to joining Laird Norton Wealth Management, Monica was brokerage operations supervisor at Bond Street Wealth Management. She has a Bachelor of Business Administration degree from the University of Washington

Chad Proctor

Chad Proctor is a senior fiduciary specialist wealth manager for BYN Mellon Wealth Management. In this role he works directly with clients to address their investment and wealth management needs.

Chad joined the firm in 2019 and has more than 15 years of experience in the financial services industry. His previous experience includes serving as a fiduciary specialist for Northern Trust, trust advisor for Comeerica Bank & Trust and estate officer for Wells Fargo Private Bank.

Chad received a bachelor's degree from the University of North Carolina at Chapel Hill, JD from Saint Thomas University and LLM in Tax from the University of Washington.

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