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
Questions?
Contact the Planning Team.
Lisa Haynie | Erin Ingersoll
Meeting Visions, LLC
Lisa: lisah@meetingvisions.net
Erin: erini@meetingvisions.net
Continuing Education for Estate Planning Professionals
2026 – The 71st 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. Please refer to the CE section for your type.
Current Approved CE Credits:
Washington CLE:
The WSBA has approved the seminar for:
- Live and In-person, Activity ID#2089565: 13 Law and Legal credits, 1 Ethics General credit.
* EPC will submit credit on attendee’s behalf with a completed Attendee Reporting Form if submitted by the due date given.
- On-Demand, Activity ID#2089567: 16 Law and Legal credits, 1 Ethics General credit.
*The following On-Demand sessions must be self-reported regardless of when they were viewed: - Oregon Laws Update
- Appraisals and Transfer Tax Compliance
- Washington Taxes Everything Around Me
Ethics General Session approved – “Identifying the Client and Untangling Ethical Knots“
Oregon CLE:
The OSBA has approved the seminar for:
- Live and recorded: 16 General session credits and 1 Ethics credit
- ID# 135602
Ethics General Session approved – “Identifying the Client and Untangling Ethical Knots“
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.
If you have any questions, please contact the MCLE Department at mcle@osbar.org or 503-431-6368.
Idaho CLE:
Total credits approved were 14 (including 1 ethics credit) for all live and in-person attendance.
Ethics General Session approved – “Identifying the Client and Untangling Ethical Knots“
Course details– 71st Annual Estate Planning Seminar, Sponsor – Estate Planning Council of Seattle, Course Number 26 – 4414, #A263478 (Live) and Course Number 26-4462, A263726 (on-demand)
Paralegals:
14 Live CLE credits and 3 On-Demand CLE credits for Washington State paralegals are available.
American Bankers Association (ABA):
ABA Professional Certifications has approved the 69th Annual Estate Planning Seminar for:
- 17 CTFA credit
- APPROVED NON-ABA CE search for training will appear as: Estate Planning Council of Seattle |71st 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 |
| Washington Legislative and Case Law Update | 353773 | |
| Ending Probates for Profit | 354351 | |
| What’s Trending in Collectibles | 353774 | 1 |
| Transfers Under Garn-St. Germain Act | 354352 | 1 |
| Washington State Department of Revenue Estate Tax | 353775 | |
| Protecting Intellectual Legacies | 353776 | |
| Special Needs Trust Planning: Common Mistakes and Solutions | 353777 | 1 |
| Federal Tax Update | 354353 | |
| Digital Assets in Generational Wealth Planning | 354354 | 1 |
| Significant, Curious, or Downright Fascinating Fiduciary Cases | 353778 | |
| Conflict of Laws in Trusts and Estates | 353779 | 1 |
| Administering Charitable Estates: Navigating Complexity and Compliance | 353780 | 1 |
| Identifying the Client and Untangling Ethical Knots | 354355 | |
| Oregon Laws Update | 353782 | |
| Appraisals and Transfer Tax Compliance | 353781 | 1 |
| Washington Taxes Everything Around Me | 354356 |
CPA:
Oregon and Washington 14 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 71st Annual Estate Planning Seminar has been approved for 16 general credits and 1 ethics credit.
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 12th.
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. That completed form is required for receiving CE credit.
Note: You have until November 12, 2026, 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.