Case Study Collaboration Exercise
Date: Wednesday, September 27, 2023
Time: 5:00pm - 7:45pm
Location: San Juan Cruise
Speaker: Katti Esp and Justin Gross
We have once again booked the San Juan Cruise vessel for an evening tour around Bellingham Bay as our kick-off event.
The September member meeting will be collaborative session of assisting each other in small groups with regards to a sample case study. Katti Esp and Justin are co-facilitators for this unique event.
This is a great opportunity to glean from other professionals while developing relationships with our association peers.
The goal of this program is to have each table discuss what they would or would not do to assist the clients in the fact pattern in creating their estate plan. This will allow the participants to learn from each other that multiple tools are available to resolve the estate planning issues of the clients and due to our individual professions, we might be more inclined to use particular tools to resolve the issues.
This will show the importance of a client’s estate planning advisors collaborating and working together to create the best solution for a client’s estate planning problem.
Katti Esp, Wealth Retention Services has practiced law in Bellingham since 1996,focusing her practice on designing and implementing individualized estate plans and assisting clients with the probate practice. Her practice is limited to estate planning, probate, and trust administration.
Katti received her Master of Laws in Taxation from the University of Florida School of Law, where she was an editor of the Florida Tax Review. She earned her Juris Doctor, magna cum laude, from Gonzaga University School of Law, and she is a graduate of Western Washington University. She is a member of the Arizona, California and Washington State Bar Associations, She is also an accredited estate planner designation and the estate planning law specialist designation from the National Association of Estate Planners & Councils
Justin Gross, Financial Plan, Inc, is a CERTIFIED FINANCIAL PLANNER™ and Lead Advisor at Financial Plan who specializes in working with high-net-worth clientele. His expertise includes helping his clients reduce tax liability, manage assets efficiently with reduced risk, all while building wealth over the long term.
Prior to joining Financial Plan in 2016, Justin spent nearly six years serving as a key member of the management team at Enfield Farms, an industry-leading fruit packing company located in Lynden, WA. As an accomplished, results-oriented business manager, he gained significant experience in strategic planning, accounting, and finance, providing a well-rounded foundation for his role in the wealth management industry.
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