Accreditation

We are currently applying for accreditation for various professions. We will post information as it becomes available.
 

CERTIFIED TRUST AND FINANCIAL ADVISORS

 

ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The 63rd Annual Estate Planning Seminar has been approved for 18.25 CTFA credits. There are concurrent sessions available. Please ask sponsor for a breakdown of credits. This statement is not an endorsement of this program or its sponsor. Certification holders must report these credits at aba.csod.com.
 

CERTIFIED FINANCIAL PLANNERTM PROFESSIONALS

 

Most sessions in this program have been accepted by the Certified Financial Planner Board of Standards for continuing education hours as described below. Continuing Education Standards are listed in the Continuing Education Booklet and at www.cfp.net.

 

The following CE programs have been accepted by CFP Board:

PROGRAM NAME

PROGRAM ID

HOURS GRANTED

Federal Tax Update

253977

2

Estate Planning in Anticipation of a Contest or a Difficult Beneficiary

253980

1

Business Succession Planning: Practical, Financial, and Income Tax Concerns

253984

1

Estate Planning Using Family Limited Liability Entities in 2018 and Beyond

253987

1

The World Is Flat: Planning for Global Families

253989

1

Washington Probate and Trust Law Update

253993

1

Estate Planning in the Age of Large Exclusions and Under the 2017 Tax Act Umbrella

253995

1

Deconstructing Different Flavored Freezes: A Comparison of Popular Estate Freeze Techniques

253997

1

Nonprofit Tax and Corporate Law Update

253998

1

Crypto-Philanthropy: Virtual Currency and the Future of Charitable Giving

253999

1

Estate Planning for Washingtonians: Planning in the Land that the High Federal Exemption Forgot

 

254000

1

With New Gift and Estate Tax Limits, Top 3 1/2 Ways Life Insurance Can Enhance Most Estate Planning Strategies

 

254001

1

Estate Planning for Potentially Vulnerable Clients: Taking a Closer Look

254003

1

Oregon Update: Legislation, Cases, Ethics & Malpractice

254004

1

Update on Special Needs Trust Issues and Requirements

254005

1

Planning for Closely-Held Business Interests in WA: Section 6166 Deferral and the Washington Qualified Family-Owned Business Deduction

 

254006

1

 Post-Engagement Letters: When do you need to send revised engagement letters to existing clients? 254007 1

The Economics of Charitable Remainder Trusts

254008

1

 

ATTORNEY

 

STATE

CREDITS

Alaska

14.50 CLE credits (12.50 General and 2.00 Ethics credits)

California

14.50 CLE credits (12.50 General and 2.00 Ethics credits)

Idaho

Application has been made for Continuing Legal Education credits

Montana

15.50 CLE credits (13.50 General and 2.00 Ethics credits)

Ohio

15.00 CLE credits (13.00 General and 2.00 Attorney Professional Conduct credits)

Oregon

14.50 CLE credits (11.50 General and 3.00 Ethics credits)

Utah

14.00 CLE credits, including 2 Ethics credits

Washington

14.50 CLE credits available (13.50 Law & Legal Procedure; 2.00 Ethics); Activity ID No. 1080633

The type of credit and total credit hours depend on which sessions you attend.

  • Ethics sessions are the following:

    • Important Considerations in Drafting Engagement Letters

    • Post-Engagement Letters: When do you need to send revised engagement letters to existing clients?

  • The Oregon Update session provides an additional ethics credit to Oregon-licensed attorneys.

CPA

 

STATE

CREDITS (17.0 CPE Credits Available)

Oregon

This seminar will comply with CPA rules for accreditation, though it is not qualified for ethics CPE credit.

Washington

This seminar will comply with CPA rules for accreditation, though it is not qualified for ethics CPE credit.

 

 

INSURANCE

WASHINGTON: The State of Washington Office of Insurance Commissioner has approved this program for continuing education credit as follows:

 

COURSE NAME

COURSE

HOURS

With New Gift and Estate Tax Limits, Top 3 ½ Ways Life Insurance Can Enhance Most Estate Planning Strategies

623651

1


CERTIFIED PROFESSIONAL GUARDIANS (WASHINGTON)

 

SUBJECT TITLE (Day One: 6.0 General Credits; 1.0 Ethics Credit)

CATEGORY

CREDIT

Federal Tax Update

General

2.0

Estate Planning in Anticipation of a Contest or Difficult Beneficiaries

General

1.0

Business Succession Planning: Practical, Financial, and Income Tax Concerns

General

1.0

Estate Planning Using Family Limited Liability Entities in 2018 and Beyond

General

1.0

The World is Flat: Planning for Global Families

General

1.0

Important Considerations in Drafting Engagement Letters

Ethics

1.0

 

SUBJECT TITLE

(Day Two: 7.0 General Credits; 1.0 Ethics Credit Depending on Session Selection)

CATEGORY

CREDIT

Washington Probate and Trust Law Update

General

1.0

Estate Planning in the Age of Large Exclusions and Under the 2017 Tax Act Umbrella

General

1.0

Deconstructing Different Flavored Freezes – Estate Freeze Techniques

General

1.0

Breakout Session 1: Track One / Track Two / Track Three

General

1.0

Breakout Session 2: Track One / Track Two / Track Three

General

1.0

Breakout Session 3: Track One / Track Three

General

1.0

Breakout Session 3: Track Two – Post Engagement Letters: When do you need to send revised engagement letters to existing clients?

Ethics

1.0

 

CERTIFIED TRUST AND FINANCIAL ADVISORS

 

ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The 63rd Annual Estate Planning Seminar has been approved for 18.25 CTFA credits. There are concurrent sessions available. Please ask sponsor for a breakdown of credits. This statement is not an endorsement of this program or its sponsor. Certification holders must report these credits at aba.csod.com.

 

PARALEGALS

 

STATE

CREDITS

Washington

Approved for 14.5 CLE credits

 

Back to Top