Numbers
Member Directory
Board of Directors
President
Margaret Liu
First Republic Investment Management
Margaret is a Trust and Fiduciary Specialist with First Republic Investment Management. She focuses on trust and wealth transfer needs for ultra high net worth families and individuals. She advises multi-generational families on the complexities of transitioning wealth and brings solutions by aligning their trust and estate plan, financial plan, and investment plan with their legacy goals. She brings over 20 years of experience working with clients and their complex financial needs.<\\/p><p>Margaret has been active in the community with the Fred Hutchinson Cancer Research Center Planned Giving Advisory Committee, the National Association of Asian American Professionals, and KING Aquatic Club Boosters.
Vice President
Mark McBride
Perkins Coie LLP
Mark McBride, an attorney with the firm's Trust & Estate Planning practice, advises individuals and families in all aspects of trust and estate planning, focusing specifically on multi-generational planning. Mark routinely assists individuals and families to minimize estate, gift, and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth transfer strategies. Mark works closely with his clients’ advisors, including accountants, investment advisors and insurance agents, to ensure the client's goals are accomplished in the most common sense and coordinated manner. Mark also represents executors, trustees and other fiduciaries to effectively and efficiently administer trusts, estates, business entities and charitable organizations.
Treasurer
Renee Hawkes
Cornerstone Advisors
Renee Hawkes has more than twenty- two years of experience in the financial industry helping high net-worth individuals and families achieve their financial and personal goals. Over the course of her career, she has developed special expertise in helping women in transition, families with multi-generational wealth and the charitably-inclined manage the impact of their wealth and assure that their financial planning strategies meet their goals.
Secretary
Kathleen Boyle
Parcion Private Wealth
Kathleen leads advanced planning implementation, serving as a Relationship Manager for The Cascade Group's clients. Kathleen's areas of focus for clients include: financial planning, risk mitigation, college planning, charitable giving, portfolio implementation, and lending solutions.
Kathleen’s experience and accomplishments include:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Licenses: Series 7, Series 66, Washington State Life and Disability insurance licenses
- B.A. in finance, University of Washington, Michael G. Foster School of Business
- Leadership Board Member of Seattle Children’s Next Gen Legacy Advisors; Member of Seattle Children's Legacy Advisors
- Board Member of East King County Estate Planning Council
- Leadership Board Member of Women+Thrive
- Member of Kappa Alpha Theta Alumni Association
Director
Gina Chang
Hellam Varon
When Gina Chang joined Hellam Varon in 2008, she brought with her ten years of experience in tax and a particular interest in helping families and individuals through the difficult transitions in life. This focus made her a shoo-in for the firm’s large estate and trust practice.
Today, as a shareholder, Gina heads the estate and trust group, specializing in estate planning and taxation, trust income tax planning, fiduciary accounting, and gifting. She loves introducing new clients to Hellam Varon. “We are so different from other firms. Clients don’t realize that until they experience us,” she comments. Gina believes strongly in operating on the clients’ behalf as part of their broader advisory team. She maintains strong relationships with estate planning attorneys and investment advisors. “It’s important our clients know we are all working to help them find peace of mind about their financial future.”
Director
Rachelle Czaplinski
BECU Trust Services
Business Development Officer with a CTFA designation and strong business development and relationship building skills. Experienced in estate and trust administration, with a specialty in special needs and settlement trust administration. Over nineteen years experience in the financial services industry.
Director
Stephen R. King
Talis Law PLLC
Steve practices in the areas of estate planning, probate, and elder law. He brings a compassionate, yet pragmatic, approach to his representations, focusing on helping clients understand their legal issues. The guiding principal of Steve’s practice is that legal representation is a collaboration between the client and the attorney. Those who come to see Steve may start off overwhelmed and unclear of their options, but they leave with the knowledge that their plan fits their individual needs and that they have made the right decisions for themselves and their family.
Director
Ann Norman
Hutchinson & Walter, PLLC
Education: BA, Business Administration, University of Washington & Master of Science, Taxation, Golden Gate University
Affiliations: Ann is active with organizations including membership in the Washington Society of CPAs, the American Institute of CPAs, East King County Estate Planning Council and the Northend ASWA Tax Roundtable. She is a past president of the American Society of Women Accountants Bellevue Chapter, a past Chair of the WSCPA Taxation Committee, and a Board member and Officer of the Bellevue Breakfast Rotary Club.
Ann began her career in public accounting in 1986. She worked for Wick Kitto & Company which merged into Grant Thornton, a national CPA firm. After leaving Grant Thornton in 1993, Ann formed the partnership of Norman & Kitto PLLC. She continued as managing member until 2015 when they merged into Hutchinson & Walter.
Ann brings a wealth of knowledge and experience with individuals, trusts, estates, estate planning, and trust administration.
In addition to her professional success, she resides locally with her husband and is the proud mother of a son in Germany and a daughter in San Diego. Ann enjoys traveling, running and entertaining.
Director
Cody Reaves
Laird Norton Wealth Management
Cody Reaves joined Laird Norton Wealth Management in 2019 as a client analyst. As a CERTIFIED FINANCIAL PLANNER™ with nearly a decade of experience in wealth planning and fiduciary services, Cody helps clients align their finances with their life goals using tools and strategies that will work best for their particular situation.
To find the right solutions for complex financial issues, Cody develops close relationships with clients to understand their unique concerns and goals, especially when clients are undergoing a major life transition, be it selling an investment property or gearing up for retirement.
As an LNWM client analyst, Cody is involved in all aspects of client account management and financial planning. His duties include working closely with LNWM client advisors to create, implement and monitor client financial plans, to maintain the appropriate asset allocation strategy within client portfolios, and to propose solutions that enhance the overall client relationship.
Prior to joining Laird Norton Wealth Management, Cody worked in wealth advisory services at Wells Fargo Private Bank, most recently as a wealth analyst, and before that at Key Private Bank. Cody holds a bachelor’s degree in finance and entrepreneurship from Washington State University. He is actively involved with the Puget Sound Financial Planning Association, where he served on the Board from 2015-2018 and was the 2017 President.
Past President
Kyle Caouette
Parcion Private Wealth
Kyle began his career in private wealth management with UBS in 2006. Since then, he has dedicated himself to helping clients attain their financial goals and aspirations. As a partner within The Cascade Group, he acts as the team’s Chief Operating Officer and Co-Chief Investment Officer. He is responsible for customized portfolio construction, investment research and management of the team and its specialists.
Kyle’s accomplishments and community leadership experience include:
- Chartered Financial Analyst® (CFA®)
- Certified Financial Planner™ (CFP®)
- B.A. in economics, University of Washington
- Board member of the East King County Estate Planning Council
- Member of Seattle Children’s Legacy Advisors
- Member of the CFA Society of Seattle
Kyle is actively involved in the University of Washington’s Alumni Mentorship Program and CFA Society of Seattle. Outside of the office, he is an avid Seattle sports fan and enjoys playing golf.
Council Manager
Terry Dam
East King County Estate Planning Council
Terry Dam has been the Executive Director of EKCEPC since 1997. Since then, she has enjoyed assisting the organization as its membership has nearly tripled. Terry oversees the administrative tasks required to present our five meetings held each year. She is a graduate of the University of Washington and an ardent NFL fan.
Our Sponsors
About Us
Welcome to the East King County Estate Planning Council (EKCEPC).
We are a network of premier estate planning professionals. We are attorneys, CPAs, CFPs, CFAs, CLUs, ChFCs, Trust Officers, and others for whom estate planning is a significant practice element.
The goal of the Council is to promote interdisciplinary continuing education and networking among estate planning practitioners from various professions.
Its objective is to supplement each profession's own independent professional organization.
To stimulate, promote, and expand the knowledge and qualifications of its members through group study and discussion of the principles and procedures of estate planning.
To foster intelligent cooperation and understanding of the relationships among the professions and business enterprises represented by its members.
To enable its members to improve their service to clients and the general public through the activities of the Council.
You will benefit from the opportunity to meet new professionals from all disciplines within the estate planning community in a collegial environment. Join us today.
Learn
Stretch yourself.
Expand your knowledge of estate planning.
Connect
Meet like-minded professionals.
Make lifelong colleagues.
Collaborate
Cover all bases.
Work with colleagues from different disciplines.