Welcome to the homepage of the Tacoma Estate Planning Council, where professional leaders come together to educate and promote the Tacoma estate planning community.

 

The Estate Planning Council provides an educational and social forum for those professionals in Tacoma who are most active in personal estate planning and trust administration. The Council is composed of members chosen from applicants who are attorneys, Certified Public Accountants, Chartered Life Underwriters, trust officers, or others, such as planned giving professionals, whose professional focus is estate planning.

 

Any person interested in applying for membership in the Council must qualify as a member of one of the professional categories mentioned above or be engaged in other specific work relating to estate planning and must be recommended by two current members of the Tacoma Estate Planning Council. There is usually a waiting list in all categories.

 

The Council's President for the 2016-2017 Fiscal Year is Jesse Rodman of McGavick Graves. He can be reached at 253-627-1181 or  jdr@mcgavick.com if you would like more information.

© Copyright Tacoma Estate Planning Council 2017