ESTATE PLANNING COUNCIL OF SEATTLE

EPC Seattle Members,

It’s time to kick off the 2025-2026 new year for the Estate Planning Council of Seattle! We are excited to welcome our returning members and have our new members join in the great events that we have planned for this upcoming year.

As always, we have a full lineup of interesting educational programs and opportunities to interface with your professional colleagues, including our quarterly in-person dinners, monthly webinars, and the Annual Estate Planning Seminar. We will also continue our social and networking events in partnership with the East King County Estate Planning Council. Be sure to sign up for our first one of the new year; September 10 th at Citizen Collective (see the link below). We encourage our members to bring guests to these events to introduce them to all the Estate Planning Council has to offer.

A new offering this upcoming year are a series of “Coffee Chats.” This is a morning option for meeting with colleagues from 7am – 9am for those that may not be able to attend the evening dinners or socials. We anticipate the first Coffee Chat to be offered in November. Also keep watch for other new ways we are looking to showcase our membership, outreach, and events.

Other exciting updates:

Our Fiduciary Handbook is with the volunteer editorial board, and we are striving to have it published by the end of the year or early 2026. Stay tuned for additional information about obtaining copies of the new publication and for future volunteer opportunities to update our other council publications.
We are incredibly lucky to have a student connection with the UW Law school this year; our very own
Executive Committee member, Tandilyn Cain will be attending the UW Law school this year. She will be a fabulous ambassador for our organization with the student body and help to further our outreach to students studying and entering our profession.

I am looking forward to working with all of you this year and serving as President of this organization. I am honored to follow in the footsteps of our past president, Teresa Byers. She has set the stage for
another successful year of community outreach, student involvement, updated publications, networking opportunities, and excellent educational programming.

A few reminders for the start of the year:
1. Renew Your Dues. Membership dues are still the same as last year, $125 (If you are a
past president, you have no payment due but please click the link and choose the Past
President No Charge option). The membership benefits are four quarterly dinners and six
webinars during the year. Membership dues are due by September 24th!
2. Update your Profile. Please take the time to update your profile on the website. We use
your profile information for our communications. Please also ‘release’ us in your SPAM filter
and check with your company on how to make our email extension safe.
3. Mark Your Calendar. Please update your calendar with the activities listed on the Event
Calendar - Estate Planning Council of Seattle (epcseattle.org). Don’t forget to sign up for the
September 10 th social at Citizen Collective Fall Social Event - Estate Planning Council of Seattle
4. Register for the Estate Planning Seminar. Early bird registration is open – don’t miss your
opportunity to register at a discount. We have an exciting new, permanent seminar website,
with links to pertinent information.  Please check it out! Home - Seattle Estate Planning
Seminar.  Last year we were excited to sponsor three law students for attendance at the
Seminar and will continue with this outreach to increase interest and access among the next
generation of estate planning professionals.  If you know of an eligible law student, please
share the seminar link or our administration email (jenna.admin@gmail.com) with them.

Allison Z. Kollack, CPA, MST

Eide Bailly LLP

EPC Seattle President