Get your FREE Protect Your IRA Book written by Dave Zumpano CPA, ESQ and Brian G. Isaacson, Attorney and CPA.

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Educational Workshops

Financial Professionals

We believe that effective planning begins with close collaboration, not just between ourselves and our clients, but also with other professionals. In fact, many of our new clients are the direct result of referrals from CPAs, financial advisors, insurance professionals, bankers, and other attorneys. Similarly, we often refer our clients to the professionals with whom we have established collaborative relationships.


Would any of your clients benefit from our services? A good way to find out is to provide them with a Medicaid Benefits Analysis, a Federal Income Tax Analysis, and a Washington Estate Tax Analysis.

Elder Couple Reading on Tablet

We offer free consultations to any of the clients you believe would benefit from our services.

In addition, we host complimentary, informative seminars and workshops throughout the year on a variety of elder law and estate planning topics. You and your clients are welcome to attend. Click here to register for an upcoming workshop.

We welcome new relationships and encourage the growth of established relationships. To learn more about how we can work together to best serve all of our clients, contact us to schedule a strategy or synergy meeting.

WA Elder Law Attorney, Brian Isaacson, is a frequent speaker on the lecture circuit, offering insightful and helpful Elder Law & Estate Planning information.