Welcome

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.

 

Congratulations to the 2017/2018 Executive Committee

 

Next Webinar is June 14, 2017

Time: Noon to 1:00 p.m.

Hosted By: Moss Adams

999 Third Avenue, Suite 2800

Seattle WA 98101

 

Cost:  No charge for members or guests!

 

Topic: A Potpourri of Planning Ideas with Life Insurance

 

This intermediate session discusses basic insurance planning ideas, for example beneficiary designations, importance of choosing a strong company, and common tax traps to avoid; as well as more sophisticated concepts such as intergenerational split dollar.

 

Speaker: Lee Slavutin, MD, CLU, AEP

 

Hosted by: Moss Adams

 

 

RSVP to Marcia Bartlett at info@epcseattle.org