Download daily attestation forms for Certified Professional Guardians:
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 for your records.
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
2025 – The 70th 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#2057270: 10 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#2057272: 13 Law and Legal credits, 1 Ethics General credit. How Washington Protects Unmarried Couples was NOT approved for WSBA CLE credit.
*The following On-Demand sessions must be self-reported regardless of when they were viewed: - Oregon Law Update
- Step-up and Beyond: Deductions and Energy Incentives for Trusts and Estates
- Modern Fiduciary Solutions: The Private Trust Company
Ethics General Session approved – “AI: Captain Nemo’s Next Voyage”
Oregon CLE:
The OSBA has approved the seminar for:
- Live only: 11 General session credits and 1 Ethics credit
- ID# 123868
- On-Demand: 14 general session credits and 1 ethics credit. All on-demand sessions must be self-reported.
- ID# 125091
Ethics General Session approved – “AI: Captain Nemo’s Next Voyage”
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:
An Attendance Reporting Form for all individuals that provided an accurate Idaho Bar # was sent to mcle@isb.idaho.gov on your behalf. Total credits approved were 12 (including 1 ethics credit) for all live and in-person attendance.
Course details– 709h Annual Estate Planning Seminar, Sponsor – Estate Planning Council of Seattle, Course Number 25 – 4928 A254243
Paralegals:
12 CLE credits for Washington State paralegals are available.
American Bankers Association (ABA):
ABA Professional Certifications has approved the 69th Annual Estate Planning Seminar for:
- 16.75 CTFA credit
- 2.5 CCTS credit
- APPROVED NON-ABA CE search for training will appear as: Estate Planning Council of Seattle |70th 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 Estate Planning and Probate Update | 340327 | 1 |
| Every Parting Gives a Forecaste of Death: Planning to Leave the United States |
341111 | 1 |
| Planning to Meet One’s Maker: Religion Meets Estate Planning | 340329 | 1 |
| Cryptocurrency: You Can Run but You Can’t Hide | 341112 | 1 |
| 2025 Washington Estate Tax Update | 341113 | 1 |
| The Importance of CCRCs for Estate Planning Professionals | 340330 | 1 |
| Federal Tax Update | 340336 | 2 |
| AI: Captain Nemo’s Next Voyage | 340331 | 1 |
| Scary Stories of IRS Creditor Claims | 341114 | 1 |
| Perpetual Purpose Trusts: Overview and Case Studies |
340333 | 1 |
| How Washington Protects Unmarried Couples | 340334 | 1 |
| Oregon Law Update | 340335 | 1 |
| Step-up and Beyond: Deductions and Energy Incentives for Trusts and Estates | 341115 | 1 |
| Modern Fiduciary Solutions: The Private Trust Company | 341116 | 1 |
CPA:
Oregon and Washington 12 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 70th Annual Estate Planning Seminar has been approved for 14 general 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 6th.
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 6, 2025, 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.