Seattle Estate Planning Seminar 2026
The Seattle Estate Planning Seminar is a professional event organized by the Estate Planning Council of Seattle.
Sheraton Grand, Seattle
- Date
- November 5, 2026
- Venue
- Sheraton Grand, Seattle
- Location
- Seattle, WA
TL;DR
- The seminar starts November 5, 2026, at Sheraton Grand in Seattle.
- The listed audience includes estate planning professionals, accountants, attorneys, financial planners, fiduciary specialists, and paralegals.
- The organizer says access details for virtual sessions will be sent by email.
Who you'll find in the room
Estate planning professionals
The organizer lists estate planning professionals among the intended audience.
Accountants
The listed audience includes accountants holding CPA credentials.
Attorneys
The listed audience includes attorneys seeking CLE.
Certified financial planners
The audience list includes Certified Financial Planners.
Certified Professional Guardians
The organizer names Washington Certified Professional Guardians as an audience group.
Trust and fiduciary advisors
The listed audience includes ABA Certified Trust and Fiduciary Advisors.
Corporate trust specialists
The audience list includes Certified Corporate Trust Specialists.
Paralegals
Paralegals are included in the organizer's audience list.
Featured speakers
5 listedAlba, Carlo
Senior Manager · Deloitte Tax LLP
Baratta, Joe
SVP, Head of Trusts & Estates, North America · Bonhams
Donaldson, Samuel A.
Professor and Associate Dean for Academic Administration · Georgia State University College of Law
Firuz, A. Paul
Co-Owner · Firuz & Jeffrey PLLC
Fitzsimons Jr., Dana G.
Managing Director and Senior Fiduciary Counsel · Bessemer Trust
Partners on record
2 listedVenue & travel
Venue
Sheraton Grand, SeattleQuestions people ask
5 answeredIt starts on November 5, 2026.
The seminar takes place at Sheraton Grand in Seattle, Washington.
The organizer lists estate planning professionals, accountants, attorneys, financial planners, fiduciary specialists, and paralegals.
Speakers from Deloitte Tax, Bessemer Trust, Bonhams and Georgia State University College of Law bring practitioner and academic depth; generalists outside the trust and estates field would get less.
Estate planning and trust professionals usually wear business attire, such as suits or blazers, with a rain layer for Seattle in early November.
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