Contact Me
See Jacob’s entire interview for the Masters of Estate Planning series on ReelLawyers.com
Jacob is a past Chair of the Elder Law Section of the Washington State Bar Association and also served as a member of their Executive Committee. He regularly speaks before State and local bar groups, estate planning councils, and senior groups on topics ranging from Medicaid planning to Special Needs Trusts and more. Jacob is actively involved in his community and keeps busy playing and spending time with his wife and children.
Education
- University of California, Hastings College of the Law, San Francisco, California
- J.D., A Public Interest Law Scholar – 1993
- Stanford University
- A.B., with distinction – 1989
Recent Lectures, Presentations, and Publications
- Author (Special Needs Trust Section) and Chapter Co-Editor (Planning for Incapacity) in “Estate Planning, Probate, and Trust Administration in Washington,” Washington State Bar Association, forthcoming 2020.
- “Special Needs Trusts: Strategies for Planning,” American Law Institute (ALI) National Webinar CLE, 2019.
- “Funding Special Needs Trusts with Retirement Accounts,” Sharpening Your Elder Law Knowledge: Practically and Legally WSBA CLE, 2019.
- “Medicaid Long-Term Care and Special Needs Trust Planning in Washington State,” Issaquah Parkinson’s Support Group, Seattle Parkinson’s Support Group, 2019.
- “Medicaid Long term Care Coverage, An Overview from an Elder Law Attorney,” PESI Health Professionals/Health ED Professional Continuing Education Seminar, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011 and 2009; The Seminar Group Bootcamp, 2016 and 2017.
- Special Needs Trusts: An Overview and Planning Considerations,” SAP Concur Parents of Children with Special Needs Group, 2018; National Alliance on Mental Illness (NAMI) Seattle Chapter, 2017; ARC of Snohomish County Connecting Families Group, 2017 and 2018.
- “Estate Tax Planning for the Non-1%, With a Focus on Washington’s Estate Tax,” Ameriprise Services Financial Seattle Group Meeting, 2017; The Seminar Group Bootcamp, 2016.
- “Spotlight on Select Special Needs Trust Issues,” American Law Institute (ALI) National Webinar CLE, 2015.
- “Special Needs Trusts: A Refresher and Closer Look at Select Issues, King County Bar. Association Real Property, Probate, and Trust Section CLE, 2015.
- “SNTs: A Brief Overview and Issues for the Guardian ad Litem,” State of Washington State-Wide GAL Training, 2014.
- “Social Security Disability and Retirement: Ins, Outs and Tips for the Elder Law Practitioner,” Washington State Bar Association Elder Law Update and Unique Circumstances CLE, 2013, Northwest Washington Estate Planning Council, 2012, Seattle University Elder Law Course and Snohomish County Bar Association CLE, 2011, Washington State Bar Association Elder Law Section Annual Meeting CLE, 2010.
- “Important Planning for Individuals and Families Faced with Chronic, Long Term Illness,” Washington Department of Social and Health Services Challenges in Caregiving Conference, 2012.
- “Special Needs Trust Drafting and Counseling Issues,” Snohomish County Bar Association CLE, 2015, Washington State Bar Association Drafting and Using the Special Needs Trust CLE, 2012 and 2011.
- “Special Needs Trusts: Considerations for Clients,” NAMI Eastside Educational Forum, 2014, The Seminar Group Bootcamp, 2014, ARC of Snohomish County Caregiver’s Group, 2013, ARC of Snohomish County Event, 2011.
- “Long term Care Medicaid Coverage in Washington State and Basic Estate Planning Documents,” Snohomish County Chapter of Washington Society of CPAs, 2010.
- “Fundamentals of Drafting a First Party Special Needs Trust and More,” Washington State Bar Association Special Needs Trust CLE, 2010.
- “Basic Medicaid and Special Needs Trust Issues in the Family Law Context,” Washington State Bar Association; The Intersection of Family and Elder Law: Strategic Solutions CLE, 2009.
- “Medicaid Long term Care Coverage, An Overview for the Community,” Jewish Family Services Community Meeting, 2011 and 2009, and Snohomish County Multiple Sclerosis Society Support Group, Oct. 2009.
- “Medicaid Long term Care Coverage, Essential Lessons,” Washington State Bar Association Elder Law Essentials CLE, 2009.
- “The Intersection Between Medicaid and Estate Planning,” Washington State Bar Association, Senior Attorneys Section Newsletter, Vol. 11, No. 2, Summer 2009.
- “Estate Planning and Medicaid: Planning and Pitfalls,” King County Bar Association Medicaid Bootcamp CLE, 2008.
- “Establishment and Use of a Special Needs Trust,” Whatcom County Bar Association CLE, 2008, and Washington State Bar Association Choosing, Managing and Terminating the Special Needs Trust CLE, 2008.
- “The Intersection Between Medicaid and Estate Planning,” Washington State Bar Association, Real Property, Probate and Trust Section, Real Property, Probate and Trust Newsletter, Vol. 35, No. 3, Fall 2008.
- “Durable Powers of Attorney, Drafting and Strategic Concerns, Medicaid Planning, Tax Planning, Gifting and More,” Washington State Bar Association Solo and Small Firm Conference, 2007.
- “Medicaid, Social Security and Government Benefits,” King County Bar Association Initial Certified Professional Guardian Training, 2007.
- “Social Security Disability and Retirement: Ins, Outs and Tips for the Elder Law Practitioner,” Seattle University Elder Law Course, Snohomish County Bar Association CLE, 2011, and Elder Law Section Annual Meeting CLE, 2010.
- “Medicaid Long term Care Coverage in Washington State,” Washington State Bar Association Elder Law Essentials CLE, 2010.
- “Basic Medicaid, SSI and Special Needs Trust Issues in the Family Law Context,” Washington State Bar Association Intersection of Family and Elder Law CLE, 2009.
- “Medicaid Long term Care Coverage in Washington State: An Overview from an Elder Law Attorney,” Health Ed Washington Elder Law Seminar, 2008, 2009, and 2011; Jewish Family Services Seminar, 2009 and 2011; MS Society Social Workers, 2009 and 2011; and MS Society Support Group/ Edmonds, 2008.
- “The Intersection of Medicaid and Estate Planning,” Washington State Bar Association Real Property, Probate, and Trust Section Newsletter, September 2008.
- “Establishment and Use of a Special Needs Trust Needs Based Benefits, Distinctions Between Testamentary and D4A and D4C Special Needs Trusts and More,” Washington State Bar Association Choosing, Managing and Termination the Special Needs Trust CLE, 2008.
- “Spotlight on Very Common and Equally Difficult Issues Arising in Estate Planning and Medicaid Planning,” Washington State Bar Association Ethics for Elder Law Attorneys Tele-CLE, 2007.
- “The Changing Medicaid and Estate Tax Landscapes and Planning Issues for the CPG to Consider,” King County Bar Association Advanced Certified Professional Guardian Seminar, 2007.
- “Establishing the Special Needs Trust and the Application of Its Use,” Washington State Bar Association Best of 2006 CLE/Encore to Excellence, 2006.
Professional Associations and Memberships
- Washington State Bar Association, Elder Law Section, Past Chair and Trustee
- King County Bar Association, Guardianship and Elder Law Section, Past Program Chair
- Snohomish County Bar Association
- Snohomish County Estate Planning Council
- The Special Needs Alliance
- National Academy of Elder Law Attorneys
Past Employment Positions
- Isenhour Bleck, PLLC, Associate, 1997 – 2004
- Senator Ron Wyden, Legislative Assistant, 1996