Welcome to the East King County Estate Planning Council (EKCEPC). We are a network of estate planning professionals including Attorneys, CPAs, CFPs, CFAs, CLUs, ChFCs, Trust Officers, and others for whom estate planning is a significant practice element.

Our season of programs consists of five meetings held from September through May of each year. All meetings are held at the Hyatt Regency Bellevue, 900 Bellevue Way NE.  Each meeting includes the featured topic and speaker, as well as a meal appropriate to the time of day. Annual dues are $210.00 and include the cost of all meals.

Members must be a professional in one of the above-referenced categories, must be in good standing with their professional organization, must uphold the highest ethical standards, and must observe all ethical rules established by the governing body of their profession.

New members must be sponsored by a current member of the Council and approved by the EKCEPC Board of Directors. If you are unfamiliar with a current member, you may contact a Board member in your area of practice. To join, just click on Membership Application above.

We all benefit from the opportunity to meet new professionals from all disciplines within the estate planning community. We encourage you to join us.
 



Thanks to our Sponsors
 

 

 

 

 

 

 

   
 

 

EKCEPC Announces
2011-2012 Program Schedule

Mark your calendar today!

Friday, September 23, 2011 at 7:30 a.m.

Retirement Plans: 401(k) Update and Non-traditional IRA Investing
John G. McGlynn, AIF, Pacific Portfolio Consulting
Warren L. Baker, J.D., Amicus Law Group
 
Wednesday, November 16, 2011 at 7:30 a.m.
The More Things Change ...: How Different is it Really? The New Trust Act Amendments and What They Mean to You and Your Clients
Heidi Orr, J.D., Lane Powell
Gail Mautner, J.D., Lane Powell
Filmore E. Rose, J.D., Lane Powell
 
Tuesday, January 24, 2012 at 7:30 a.m.
Social Security Update
Bill Hunot, Financial Planning Analyst, Wells Fargo & Co.

Next Meeting:

Friday, March 16, 2012 at 7:30 a.m.
Current Planning Issues with Life Insurance and Annuities
Karen L. Susac, J.D., Director - Advanced Markets, Symetra Financial
Carl Burnham III, CLU, CHFC, Partners Wealth Management
 
Wednesday, May 9, 2012 at 7:30 a.m.
Grantor's Remorse
Sarah MacLeod, J.D., Miller Nash

All meetings are held at the Hyatt Regency Bellevue,
900 Bellevue Way NE.

 


© East King County Estate Planning Council. All Rights Reserved. 2012
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