Gerald B. Treacy, Jr.

Of Counsel

Presentations & Speaking Engagements

“Current Developments in Charitable Planning, Including Charitable Remainder Trusts,” 48th Annual Estate Planning Seminar (WSBA/ EPC, Seattle, November 2003)
“An Overview of Corporate Charitable Planning,” Washington Planned Giving Council (January 2003)
Speaker, “Planning Opportunities with Supporting Organizations and Other Foundation Formats” 24th American Council on Gift Annuities Conference, St. Louis, Missouri (April 2000)
“Turning Tax Liabilities into Legacies,” Pacific Life Educational Symposium, Newport Beach, California (April 1998)
“509(a)(3) Supporting Organizations,” Washington Planned Giving Council Annual Conference, Des Moines, Washington (September 1997)
“509(a)(3) Supporting Organizations,” Financial Network Investment Corporation National Planning Conference, Scottsdale, Arizona (June 1997)
“509(a)(3) Supporting Organizations,” Foundation of Jewish Philanthropies Professional Advisory Committee Annual Spring Tax Seminar, Miami, Florida (June 1997)
“Advanced Topics in the use of 509(a)(3) Supporting Organizations,” Portland Estate Planning Council and Roundtable, Portland, Oregon (May 1997)
“509(a)(3) Supporting Organizations,” National Network of Estate Planning Attorneys 1997 Collegium, LaJolla, California (May 1997)
“Negotiating the New Charitable Remainder Trust Landmines,” American Heart Association & The American Cancer Society, Mount Vernon, Washington (May 1997)
“Estate Planning Basics.” Eastside Catholic High School Foundation, Bellevue, Washington (April 1997)
“Several Good Ways to Ruin a Perfectly Good CRT,” Financial Network Investment Corporation, Bellevue, Washington (March 1997)
“Advanced Topics in the use of 509(a)(3) Supporting Organizations,” Jewish Federation of Greater Seattle Professional Advisory Roundtable, Seattle, Washington (March 1997)
“Advanced Topics in the use of 509(a)(3) Supporting Organizations,” Council of Jewish Federations Joint Venture 1997, Newport Beach, California (March 1997)
“Supporting Organizations: Tweaks and Techniques,” Interwest Advanced Planning Strategies Workshop, Portland, Oregon (November 1996)
“Advanced Topics in the use of 509(3) Supporting Organizations,” Council of Jewish Federations 1996 General Assembly, Seattle, Washington (November 1996)
“Supporting Organizations: Tweaks and Techniques,” Cornerstone Advisors, Bellevue, Washington (November 1996)
“Planned Giving,” Advising Non-Profit Organizations, Washington Law Institute, Seattle (October 1996)
“Creative Uses of Supporting Organizations in CRT Planning,” Renaissance Forum, Bellevue (October 1996)
“Charitable Planned Gifts,” Centralia College, Centralia, Washington (September 1996)
“Supporting Organizations,” St. John Medical Center Foundation, Longview, Washington (September 1996)
“Enticing the Entrepreneurial Donor,” 1996 Western Regional Planned Giving Conference, Costa Mesa, California (May 1996)
“Working With the Entrepreneur and His or Her Advisors,” Planned Giving Days in Washington ‘96, Arlington (May 1996)
“Supporting Organizations,” - Robert E. Lee Advanced Marketing Forum, Bellevue, Washington (May, 1996)
“Estate Planning for the ‘90’s,” Sheraton Premiere, McLean, Virginia (May 1996)
“Supporting Organizations - An Attractive Alternative to Private Foundations,” OMI’s 32nd Non-Profit Legal and Tax Conference, Washington, D.C. (March 1996)
“Trustee Issues,” Virginia CLE, Norfolk and McLean (March 1996)
“Planning for Succession,” Center for Family Enterprise at The George Washington University, DC (March 1996)
“Supporting Organizations under Code Section 509(a)(3),” Renaissance Annual Conference, New Orleans (February 1996)
“Charitable Remainder Trusts,” Seattle Junior League, Issaquah, WA (February, 1996)
“New Techniques in Charitable Remainder Trust Planning,” Tacoma Art Museum, Tacoma, Washington (November 1995)
“1995 Federal Tax Update for Non-Profit Organizations,” Non-Profit Section of the Washington Society of CPAs, Bellevue (October 1995)
“New Planning Opportunities with Charitable Remainder Trusts and Supporting Organizations,” Snohomish County Estate Planning Council, Everett (September 1995)
“Federal Gift, Estate, and Generation-Skipping Transfer Taxes,” Virginia Society of CPAs Alexandria (September 1995)
“Tax-Favored Estate Planning Techniques for the Wealthy Client,” Virginia Society of CPAs, Alexandria (September 1995)
“Gaps in Your Estate Plan: Strategies for Minimizing Your Estate Taxes in the Mid-1990’s,” McLean Citizens Foundation, McLean (June 1995)
“Estate Planning Techniques,” Museum of Flight, Seattle (June 1995)
“Ten Steps Toward a Planned Giving Program,” National Academy of Arts and Letters, Jacksonville, Florida (May 1995)
“Planning for Modest Estates,” Virginia CLE, Alexandria and Norfolk (March 1995)
“Enticing the Entrepreneurial Donor: Four New Charitable Planning Techniques,” Planned Giving Roundtable of Southern California, Pasadena (1995)
“Plugging the Holes in Your Estate Plan,” North Arundel Hospital Foundation, Glen Burnie (November 1994)
“Estate Planning With Limited Liability Companies,” Washington State Bar Association, Seattle (June 1994)
“Nonprofit Director and Officer Liability,” Washington Society of CPAs, Bellevue (November 1993)
Presenter, National Planned Giving Conference, Indianapolis (October 1993)
“Ancillary Professionals,” Washington Planned Giving Council, Seattle (October 1993)
“Wills, Trusts & Probate,” Washington Dental Services Foundation, Fife (April 1993)
“Estate Planning,” University of Washington Pre-Retirement Seminar, Seattle (April 1993)
“Estate Planning,” Boeing Pre-Retirement Seminar, Kent (March 1993)
“Charitable Remainder Trusts,” Snohomish County Estate Planning Council, Everett (March 1993)
“Working With Attorneys, For Planning Giving Officers,” Washington Planned Giving Council, Seattle (December 1992)
Best of CLE, 1992 - “New Guardianship Act,” Seattle (December 1992)
Categories of Tax-Exempt Organizations, Exempt Organizations and Charitable Activities, National Business Institute, Seattle (1992)
“Guardianship Law,” WSBA, Seattle (1992)
“Private Foundations,” East King County Estate Planning Council, Bellevue (March, 1992)
“Charitable Giving Techniques-Legal Aspects,” Kootenai Medical Center Foundation, Idaho (October 1991)
“Problem Categories in Estate Planning,” Group Health Senior Caucus, Seattle (October 1991)
“New Guardianship Act,” WSBA, Seattle and Spokane (April 1991)
“New Techniques in Estate Planning,” First Interstate Bank, Bellevue (April 1991)
“Charitable Organizations,” Seattle (March 1991)
“New Guardianship Act,” WSBA, Seattle (February 1991)
“Uses of Private Foundations,” Planned Giving Officers of Puget Sound, Seattle (February 1991)
Chairperson, WSBA Seminar, How to Probate an Estate and Handle Post-Mortem Matters (1988-91)
“Six Fundamentals for Charitable Organizations,” National Conference of Bar Foundations, Seattle (1991)
“Forming Foundations,” Washington Planned Giving Council, Tukwila (1991)
“Estate Planning,” Eastside Women’s Forum, Bellevue (November 1990)
“Planning Giving,” Washington Dental Association, Seattle (October 1990)
“Nonprofit Board Liability,” Seattle (October 1990)
“New Guardianship Act,” King County Court Commissioners’ Luncheon, Seattle (October 1990)
“Planned Giving in the 21st Century,” Olympia (October 1990)
“Estate Planning,” Rotary Club, Factoria (July 1990)
“Guardianship Legislation,” Real Property and Probate Section Mid-Year Conference, Semi-Ah-Moo (June 1990)
“Exempt Organizations and Charitable Activities in Washington,” Seattle (March 1990)
“Exempt Organizations and Charitable Activities—Categories of Charitable Organizations,” National Business Institute (1990)
“Guardianships,” Washington State Bar Convention, Spokane (1990)
“Charitable Giving Techniques-Legal Aspects,” Coeur d’Alene, Idaho (October 1989)
“Wills, Trusts and Probate,” Bellevue (April 1989)
“Wills, Trusts and Probate,” Mercer island (March 1989)
Chairperson, “Summary of Washington Guardianship Law,” Perkins Coie and Butterworth, Seattle (March 1989)
“Guardianship Procedure,” Probate Seminar, WSBA (January 1989)
“Charitable Solicitations Act,” University of Washington Gift Advisory Board, (December 1988)
“Nonprofit and Tax-Exempt Organizations,” WSBA, Seattle (October 1988)
“Estate Planning,” Puget Sound Power & Light Company, various locations (March 1987, April 1987, June 1987, July 1987, November 1987, September 1988)
“Estate Planning,” Women’s Civic League (September 1988)
“Charitable Giving,” NAHD, Seattle (June 1988)
“Charitable Solicitations,” National Development Officers Association, Seattle (May 1988)
“Charitable Giving,” Eastside Human Services Seminar (January 1988)
Speaker, “Nonprofit and Tax-Exempt Organizations—Qualifying For and Preserving Tax-Exempt Status,” Washington State Bar Association (1988)
“Charitable Reporting Requirements,” National Development Officers Association, Seattle (December 1987)
“Charitable Giving,” American Symphony Orchestra Organization, Seattle (March 1987)
“Estate Planning,” Kent Public School District, Kent (March 1987)

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