Download daily attestation forms for Certified Professional Guardians:
Day 1 – 69th EPS Attestation Form
Continuing Education Credits Will Be Available For…
- CPA /Accountant (CPE)
- Attorney (CLE)
- Certified Financial Planner (CFP)
- Certified Professional Guardian (Washington)
- ABA Certified Trust and Fiduciary Advisor (CTFA)
- Paralegal
DOWNLOAD a printable schedule
Questions?
Contact the Planning Team.
Lisa Haynie | Erin Ingersoll
Meeting Visions, LLC
Lisa: [email protected]
Erin: [email protected]
Continuing Education for Estate Planning Professionals
2024 – The 69th Annual Seattle Estate Planning Seminar
EPC of Seattle has applied for In-Person and On-Demand Sessions. *On demand sessions are not eligible for all types of Continuing Education credits.
Current Approved CE Credits:
Washington CLE:
The WSBA has approved the seminar for:
- 14 Law and Legal credits, 1 Ethics General, 1 Ethics Equity and is approved for live, virtual and on-demand sessions.
- To self report your attendance of recorded/on demand sessions use Activity ID#2039303
Oregon CLE:
The OSBA has approved the seminar for:
- 14 General session credits and 2 Ethics credit (live and recorded).
- ID# 113633
IF YOU ARE A BAR MEMBER WHO ATTENDED THIS PROGRAM: Please add this CLE program directly to your transcript by following these steps:
- Log on to your Member Dashboard at hello.osbar.org.
- Click on MCLE Reporting.
- Click Add Activity to Transcript.
- Click Accredited Group Course.
- Type Application ID# in Event ID field.
- Click on the live or recorded course.
- Scroll down and click on Search Events.
- Click on program.
- Did you attend or view all or part of the program.
- Add the program to your transcript.
Idaho CLE:
The course has been approved for Idaho MCLE credit. Course Number: 24-3989
* Total Credits Approved: 16 (including 2 ethics credits)
Ethics Sessions:
* Privacy in the Age of the CTA
* Empowering client decision-making by improving RPC 1.14
Paralegals:
12 CLE credits for Washington State paralegals are available for in-person only sessions.
American Bankers Association (ABA):
ABA Professional Certifications has approved the 69th Annual Estate Planning Seminar for:
- 15.75 CTFA credits.
- APPROVED NON-ABA CE search for training will appear as: Estate Planning Council of Seattle | 69th Annual Estate Planning Seminar
Attendee Instructions to self-report for CE Credit:
1. Log into certification record at aba.csod.com
2. Hover over ADD CE CREDIT select APPROVED NON-ABA CE
3. Enter key word(s) from program title or sponsor name and
Select program from search results
4. Click Request and when page refreshes click Mark Complete
CERTIFIED FINANCIAL PLANNER® PROFESSIONALS (CFP):
The following CE programs have been accepted by the CFP Board:
Program Name | Program ID | Hours Granted |
Federal Tax Update | 329111 | 2 |
Planning with Directed Trusts | 329117 | 1 |
Modifying Irrevocable Trusts: Consider TEDRA and Decanting | 329113 | 1 |
Community Property Issues in Estate Planning and Administration | 330165 | 1 |
Privacy in the Age of the CTA | 330168 | 1 |
Washington Probate & Trust Update | 330169 | 1 |
Rubber Hits the Road; Implementing Estate Plans | 330170 | 1 |
Late in Life Romance: Estate planning and Personal Implications | 330171 | 1 |
Greasing the Squeaky Wheel: Managing Difficult Beneficiaries | 329114 | 1 |
Estate Planning Strategies for QTIP Trust Assets | 329116 | 1 |
Conflict of Laws in Trusts and Estates | 330172 | 1 |
Empowering Client Decision-making by Improving RPC 1.14 | 330173 | 1 |
The Oregon Hour | 330175 | 1 |
Tax Tango: Charitable Planning Steps to Success! | 329118 | 1 |
Businesses and Farms: Traps for the Unwary | 330176 | 1 |
CPA:
Oregon and Washington 13 CPE credits are available for in-person and live attendees only. This seminar will comply with the CPA rules for accreditation, although it is not qualified for ethics CPE credits.
CERTIFIED PROFESSIONAL GUARDIANS (WASHINGTON):
The 69th Annual Estate Planning Seminar has been approved for 14 general credits, 2 ethics credits.
How to Log Your Hours for CE/CLE Credits
Onsite
Onsite there will be daily sign in/out logs for different professions to log your hours.
Virtual
You will receive emailed instructions on how to log your attendance for each virtual session.
- All attendees must fill out an Attendance Reporting Form regardless of if you signed in and out as an in-person attendee. The link to this form will be emailed to you at the conclusion of the seminar or you can find the link on the seminar website. Without submitting this form, you are not eligible for any type of CE credit. The form is due no later than November 14th.
How to to apply for Credits
You will receive an email at the conclusion of the Seminar with a link to complete the Attendee Reporting Form.
The event planning team will ensure that your forms are submitted to the correct entity for your credits.
Note: You have until November 14, 2024, to submit your reporting form. If you fail to submit by the due date or provide inaccurate information, it is the attendees’ responsibility to self-report and make corrections.
Individual certificates will be emailed to attendees after the seminar once all the data has been collected and certificates are generated. This process can be lengthy since each attendee receives a personal email with their certificate. If you are applying for multiple CE credit those certificates will come in waves.