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Alexandra Gerson, JD, Attorney Cateogry

Helsell Fetterman LLP


Wen-Liang Huang, CFP, Financial Services Category

Waddell & Reed


Allvin Wolcott, CPA, CFP, Financial Services Category

Pacific Portfolio Conculting, LLC


Samantha Yi, CFP, Financial Services Category

USAA Wealth Management





















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to the Estate Planning Council of Seattle’s website. One of the primary missions of our organization is to inform the public on estate planning matters and issues that confront us all. Our website gives you access to unbiased information about estate tax planning strategies, wills, trusts, business succession and other topics that impact your personal estate plan.

The Council is composed of local attorneys, CPAs, trust officers, insurance professionals, financial planners and members of the planned giving community whose professional careers have all been centered around helping individuals achieve their estate planning goals. Through our site you can access any of our professionals. More importantly, you can access resources that can be helpful to you as you work through these complex issues.  We are pleased to provide this as a service to the local community and appreciate any feedback you may want to provide. Please feel free to submit your comments to us through our contact form.


EPC News


Next Dinner Meeting

December 9, 2015




Updated Guide to Estate Planning and Dealing with the  Death of a Loved One now available






















Disclaimer: The Estate Planning Council of Seattle is not responsible for the information and content contained on its member's web
pages. Links to other websites are for informational purposes only and do not imply an endorsement or approval by the Estate
Planning Council of Seattle. You should consult your legal and tax advisors before making any legal or tax related decisions.
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