ZINO Business Insights with Wendy Goffe & Kathryn Garrison

Wendy Goffe & Kathryn Garrison

Earlier this week, I attended a fascinating ZINO Business Insights luncheon at ZINO Society sponsor member, Graham & Dunn's boardroom featuring Wendy Goffe, Attorney at Graham & Dunn and another ZINO Society sponsor, CFA Kathryn Garrison of Moss Adams Wealth Advisors.  It was a beautiful sunny day to sit in the corner boardroom at the end of the pier drinking in the spectacular beauty of the bay.  

ZINO Business Insights working lunch

The working lunch was focused on tackling legal and tax issues for domestic partnerships, civil unions and unmarried couples covering issues affecting unmarried couples that have chosen not to marry or cannot marry for legal reasons.  The session examined the various domestic partnership, civil union and same-sex marriage laws, and the varying rights and resonsibilities they provide.  Also discussed was the planning that can be done to minimize taxes, minimize conflict, and ensure that the disposition of assets at death or dissolution of a relationship occurs as intended.

Wendy and Kathryn took turns sharing their knowledge, giving advice and answering questions for the attendees explaining that the laws that determine the rights and obligations of the parties in the event of death, disability or dissolution of the relationship that apply to married couples for the most part do not apply to unmarried couples. 

Wendy's practice focuses on estate planning, estate and gift taxation, probate and trust administration, charitable giving and non-profit trusts and corporations; and family-owned business succession planning.  Recently, she has given a number of presentations on the legal implications of changing laws regarding same gender partnerships. Specifically, Wendy was involved in the drafting of the Washington State Domestic Partnership Bill.

Kathryn is a financial advisor with Moss Adams Wealth Advisors. She advises executives and high net worth individuals in the creation of highly personaized financial plans and comprehensive wealth strategies.  She is a member of the firm's Portfolio Management Team, guiding the implementation of client investment portfolios. In addition to providing personal financial planning and investment management services, she also povides insurance analysis, estate planning, education planning, and innovative strategies for clients to incorporate philanthropy into their financial estate plans.

Thank you Wendy and Kathryn for sharing your knowledge with us.