June 3, 2022

Estate Planning Council of Seattle

Halos

The Estate Planning Council of Seattle has appointed a slate of new officers to lead the council for 2022-2023, with Dan Halos, ChFC, CLU, with The Bailey Group, in Bellevue, as president.

Joining Halos is Immediate Past President Jolene Cox, CPA, with Deloitte Tax LLP, in Seattle; President-elect Debra Smiley, CTFA, with Laird Norton Wealth Management, in Seattle; Treasurer Teresa Byers, JD, with Ogden Murphy Wallace, in Seattle; and Secretary Allison Kollack, CPA, MST, with King & Oliason CPAs, in Seattle.

The executive committee includes Chris Downing, with Greene Wealth Management, in Seattle; Elizabeth McGrath, CFP, CTFA, with Key Private Bank in Seattle; Sara Berkenwald, JD, MBA, LLM, with Jeppesen Gray Sakai in Bellevue; and Nate Rothbauer, CPA, with Ascent Private Capital Management in Seattle. Johanna Coolbaugh, JD, with Karr Tuttle Campbell in Seattle, will chair the 67th annual Estate Planning Seminar on Oct. 24-25, 2022, and Chad Proctor, JD, LLM, CTFA, with BNY Mellon in Seattle, will co-chair the event.

The new slate of officers will take office on July 1, 2022.

The Estate Planning Council of Seattle is comprised of King County's top estate planning lawyers, Certified Public Accountants, trust officers, insurance agents, and financial planners. The council aims to promote the highest quality estate planning services in the Pacific Northwest by developing and improving the capabilities of its members, fostering cooperation among professionals, and by educating the public about estate planning matters.