ESTATE PLANNING COUNCIL OF SEATTLE

2 more days to register for the 69th Annual Seattle Estate Planning Seminar! Register Today! https://buff.ly/3xa36Lt

Not sure who need so to hear this, but there's only 7 more days to register for the 69th Annual Seattle Estate Planning Seminar! Register today > https://buff.ly/3xa36Lt #estateplanning #estatetaxes

Spooky Estate Planning Mistakes: What Happens If You Don’t Plan? This lighthearted "spooky" take on the top eight mistakes for clients in estate planning. #estateplanning

It's our favorite week of the year! National Estate Planning Awareness Week October 21 - 27, 2024! We will be posting our videos that consumers can use when making decisions about estate planning. #nationalestateplanningawareness #estateplanning #revocabletrusts

#TopSession ESTATE PLANNING STRATEGIES for QTIP Trust Assets, Fri 11/8, 2PM M. Read Moore, McDermott Will & Emery LLP, CA The assets of a QTIP trust may be a substantial part of a client’s estate that are subject to estate taxes on his or her death. The provisions of the trust instrument and tax law, however, complicate the use of typical estate planning strategies for QTIP trust assets. This presentation will address the special gift tax and estate tax rules that apply to QTIP trusts and discuss strategies to minimize wealth transfer taxes for QTIP trust assets in light of these special tax rules as well as typical governing instrument provisions and limitations. Understand federal estate tax rules that apply to assets in QTIP trusts. Develop planning strategies to minimize the impact of estate tax on QTIP trust assets on a surviving spouse’s death. Draft useful provisions in QTIP trusts included in estate planning documents to provide flexibility for later estate planning by the surviving spouse. Still Need to Register? Seattle Estate Planning Seminar https://buff.ly/3xa36Lt

It's our favorite week of the year! National Estate Planning Awareness Week October 21 - 27, 2024! We will be posting our videos that consumers can use when making decisions about estate planning. #nationalestateplanningawareness #estateplanning

It's our favorite week of the year! National Estate Planning Awareness Week October 21 - 27, 2024! We will be posting our videos that consumers can use when making decisions about estate planning. #nationalestateplanningawareness #estateplanning #healthproxies

It's our favorite week of the year! National Estate Planning Awareness Week October 21 - 27, 2024! We will be posting our videos that consumers can use when making decisions about estate planning. #nationalestateplanningawareness #estateplanning #assetprotection

#TopSession WASHINGTON Probate & Trust Update, Friday 11/8, 8:30am Anna M. Cashman, KHBB Law PLLC, WA This session will cover updates to Washington law for #estateplanning, #trust, and #probate attorneys and other professionals. The session will review important legislative updates, including new laws relating to electronic estate planning documents, the Washington estate tax, and family allowance award. The session will also cover important cases from the past year relating to probate and trust litigation and best practices under the Washington Trust and Estate Dispute Resolution Act (TEDRA). Identify changes in Washington law relevant to your clients Determine opportunities for updating forms and templates used daily in your practice Develop client education materials to inform your clients about critical changes in the law Still need to register? https://buff.ly/3xa36Lt

Are you headed to the Annual NAEPC Conference in Disneyland this week? We'd love to hear about your top favorite session!