Accreditation

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

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

Application has been made for Continuing Legal Education credits

Oregon

Application has been made for Continuing Legal Education credits

Utah

14.50 CLE credits (2.0 Ethics credits)

Washington

14.50 CLE credits available (13.50 Law & Legal Procedure; 2.00 Ethics); Activity ID No. 1114933

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

  • Ethics sessions are the following:

    • How to Practice Law, Abide by the Rules of Professional Conduct, and Have a Life that Rules

    • You Be the Judge: Ethical Dilemmas Posed by Current Cases and Ethics Opinions

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.


CERTIFIED PROFESSIONAL GUARDIANS (WASHINGTON)

 

SUBJECT TITLE

CATEGORY

CREDIT

Federal Tax Update

General

2.0

Greasing the Squeaky Wheel: Techniques for Managing Difficult Beneficiaries

General

1.0

Estate Planning for the Evolving Modern Family

General

1.5

What’s Hot in Charitable Giving?

General

1.0

Why Can’t My Brother-in-Law Bob be the Executor of My Estate

General

1.0

How to Practice Law, Abide by the Rules of Professional Conduct, and Have a Life that Rules

General

1.0

 

SUBJECT TITLE

CATEGORY

CREDIT

Washington Probate and Trust Law Update

General

1.0

An Introduction to Family Offices for Estate Planners

General

1.0

Putting Life Back into Stale Irrevocable Trusts Through Trust-to-Trust Transfers

General

1.0

The 4D Experience – Drafting, Defending and Dividing Trusts in Contemplation of Divorce

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 Two / Track Three

General

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. 64th 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

265416

2

Greasing the Squeaky Wheel: Techniques for Managing Difficult Beneficiaries

265367

1

Estate Planning for the Evolving Modern Family: Flexibility and Other Considerations for the 21st Century

265368

1.5

What’s Hot in Charitable Giving?

265370

1

Why Can’t My Brother-in-Law Bob be the Executor of My Estate

265371

1

How to Practice Law, Abide by the Rules of Professional Conduct, and Have a Life that Rules

265417

1

Washington Probate and Trust Law Update

265418

1

An Introduction to Family Offices for Estate Planners

265419

1

Putting Life Back into Stale Irrevocable Trusts Through Trust-to-Trust Transfers

265420

1

The 4D Experience – Drafting, Defending and Dividing Trusts in Contemplation of Divorce

265421

1

Electronic Wills: Because Paper is So 20th Century

265423

1

Oregon Update: Legislation, Cases and Ethics

265424

1

Tax Planning with Nongrantor Trusts

265425

1

Dirty Deeds and Not So Humble Abodes: Helping Clients Preserve Privacy in Real Estate Transactions

265426

1

Working with the Principal and Income Acts in Washington and Oregon

265444

1

Look Both Ways Before Crossing: Warning Signs for Cross-Border Estates

265445

1

How to Run a “Legacy” Business: What Advisors Need to Know

265446

1

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