Message from the President

 

Dear Members and Guests:

Welcome to the official website of the Estate Planning Council of Seattle. Our website is designed to keep you apprised of upcoming Council events and to assist you in finding qualified professionals and resources related to the field of estate planning.

 

Founded in 1940, The Estate Planning Council of Seattle’s membership includes a diverse array of professionals working in the Puget Sound region, including 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.

 

Our council can reflect on an admirable history centered primarily on keeping its membership uniquely and comprehensively informed of cutting-edge estate planning developments and established strategies. Over the years, this has been accomplished by attracting national figures to address the membership, showcasing prominent local practitioners at educational quarterly dinners, publishing an annual Estate Planning Supplement in the Puget Sound Business Journal, co-hosting the Estate Planning Seminar with the University of Washington School of Law, and offering a complimentary webinar each month. The Estate Planning Council of Seattle is excited to continue and build upon these fine programs and traditions during the coming year.

 

Please feel free to browse our website for more information on our council and its members, as well as events planned for the season, membership criteria & applications and website links of interest.

 

I’m honored to serve as your Council’s President for the 2017 – 2018 year, and very much look forward to seeing you at our upcoming meetings and events!

Very truly yours,

 

Ronald D. Nagle, CPA, AEP®
Peterson Sullivan LLP,

Certified Public Accountants & Advisors
2017-18 Estate Planning Council President