Accreditation

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

ATTORNEYS

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 (13.5 General and 2.0 Ethics credits)

Ohio

15.50 CLE credits (13.50 General and 2.00 Attorney Professional Conduct credits)

Oregon

14.50 CLE credits (12.50 General and 2.00 Ethics credits)

Utah

14.50 CLE credits (12.50 General and 2.00 Ethics credits)

Washington

14.50 CLE credits (13.50 Law & Legal Procedure; 2.00 Ethics; 1.00 Professional Development); Activity ID No. 1046464


CERTIFIED PROFESSIONAL ACCOUNTANTS

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.


CERTIFIED PROFESSIONAL GUARDIANS (WASHINGTON)
Day 1

Subject Title

Category

Credit

DC Update: Outlook for Changes in the Tax Law Ten Months into the Trump Administration

General

1.0

The Top Ten Ethical Challenges Confronting Estate Planning Professionals

Ethics

1.0

Planning for Privacy in a Public World

General

1.5

Federal Tax Update

General

2.0

Asset Protection Strategies and Recent Developments

General

1.0

Charitable Bequests of Retirement Assets: Strategies, Traps and Solutions

General

1.0


Day 2

Subject Title

Category

Credit

Washington Probate and Trust Law Update

General

1.0

Uses for Life Insurance: Beyond Taxes

General

1.0

Avoiding the Knot: Estate & Tax Planning for Unmarried Couples

General

1.0

Making Estate Planning Great Again

General

1.0

Track 1: What Do Life Insurance Policy Valuations and Funny Mirrors at the Fair Have in Common?

General

1.0

Track 2: A Potpourri of Post-Mortem Planning

General

1.0

Track 3: Navigating the Curves and Potholes on Highway to Basis Consistency

General

1.0

Track 1: Oregon Update: Cases and Legislation

General

1.0

Track 2: The Fiduciary Income Tax

General

1.0

Track 3: A Complete Guide to Directed Trusts: What? Why? Where? How?

General

1.0

Track 1: Alcohol, Guns and Cannabis: Planning With Regulated Assets

General

1.0

Track 2: The Psychology of Giving

General

1.0

Track 3: No Good Deed Goes Unpunished

Ethics

1.0


CERTIFIED TRUST AND FINANCIAL ADVISORS

The 62nd Annual Estate Planning Seminar has been approved for 18.25 CTFA credits. Note: There are concurrent sessions available. Please ask sponsor for a session by session credit breakdown. This statement should not be viewed as an endorsement of this program or its sponsor. ICB Members 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

D.C. Update: Outlook for Changes in the Tax Law Ten Months into the Trump Administration

240625

1

Planning for Privacy in a Public World

240767

1.5

Federal Tax Update

240766

2

Asset Protection Strategies and Recent Developments

240765

1

Charitable Bequests of Retirement Assets: Strategies, Traps, and Solutions

240655

1

Washington Probate and Trust Law Update

240764

1

Uses for Life Insurance: Beyond Taxes

240762

1

Avoiding the Knot: Estate & Tax Planning for Unmarried Couples

240761

1

Making Estate Planning Great Again: Trumping Uncertainty with Ideas that Make Sense in Any Environment

240829

1

What Do Life Insurance Policy Valuations and Funny Mirrors at the Fair Have in Common?

240832

1

A Potpourri of Post-Mortem Planning

240834

1

Navigating the Curves and Potholes on the Highway to Basis Consistency Reporting

240853

1

The Fiduciary Income Tax

240852

1

A Complete Guide to Directed Trusts: What? Why? Where? How?

240854

1

Alcohol, Guns and Cannabis: Planning with Regulated Assets

240859

1


WASHINGTON INSURANCE
The State of Washington Office of Insurance Commissioner has approved this program for the following continuing education credit:

COURSE NAME

COURSE

HOURS

What Do Life Insurance Policy Valuations and Funny Mirrors at the Fair Have in Common?

622529

1

 

Back to Top