Scholarship Award Information

 

About the SEPC Scholarship Award


The purpose of the Spokane Estate Planning Council (“SEPC”) is to study and discuss topics germane to the field of estate planning. Estate planning is the process of anticipating and arranging for the protection, orderly administration, and disposition of a client’s wealth in accordance with their wishes, upon the occurrence of major events such as birth, marriage, divorce, incapacity, and death. Significant attention is paid to minimizing taxes and administration expenses. Estate planning requires the knowledge of state property, probate, and trust laws; and federal and state income, gift, inheritance, estate, and generation-skipping transfer tax laws.

 

The SEPC members include professionals in the following fields: accounting, law, financial planning, trust & planned giving, insurance, and allied professionals. The SEPC meets 4 times per year for dinner and a one hour continuing education presentation. There is also an annual full-day seminar held in May.

 

Kim Weller has worked with board members and committee members during her time on the Spokane Estate Planning Council Board of Directors to achieve this goal.  The SEPC Scholarship Program launch which is designed to assist last year students to intergrate into their new career field. Her hope is that the SEPC Student Membership Scholarship Program will welcome students by introducing them to potential mentors within the Councils vast knowledge base and membership.  Providing tools and resources to build and keep careers in the Spokane area.    

 

 

    "The intention of our scholarship is to raise awareness of estate planning as a career path for those students studying accounting, finance, and law." Said by Kim Weller, CPA, ABV and SEPC President.
 

                     

        "This is our 2nd year to grant this scholarship and our   process is subject to change for future years."   Said by Monique Corligiano, SEPC Vice President

 

In 2018, we started a scholarship in which a student from each of the following schools is awarded a scholarship that allows them to attend all four dinner meetings and the annual seminar: Eastern Washington University, Whitworth University, Gonzaga University, and Gonzaga Law School. The scholarship is awarded to students in career paths of accounting, finance and law who are interested in estate planning and meet certain criteria. 


SCHOLARSHIP AWARD 2019-2020

The purpose of the Spokane Estate Planning Council (“SEPC”) is to study and discuss topics germane to the field of estate planning. Estate planning is the process of anticipating and arranging for the protection, orderly administration, and disposition of a client’s wealth in accordance with their wishes, upon the occurrence of major events such as birth, marriage, divorce, incapacity, and death. Significant attention is paid to minimizing taxes and administration expenses. Estate planning requires the knowledge of state property, probate, and trust laws; and federal and state income, gift, inheritance, estate, and generation-skipping transfer tax laws.

The SEPC members include professionals in the following fields: accounting, law, financial planning, trust & planned giving, insurance, and allied professionals. The SEPC meets 4 times per year for dinner and a one hour continuing education presentation. There is also an annual full-day seminar held in May.

 The Spokane Estate Planning Council is pleased to announce a scholarship for attendance to each of our four dinner meetings and to our annual seminar to one student from each of the following schools: Eastern Washington University, Gonzaga University, Gonzaga University School of Law, and Whitworth University. The scholarship shall cover the fiscal year July 1, 2019 through June 30, 2020.

In order to be eligible, a student must meet the following requirements:

  1. GPA of at least 3.0.

  2. The student must be studying accounting, finance, or law.

  3. Student must be either:

    1. In final year of undergraduate degree (accounting or finance) during the school year that covers the period of the scholarship at one of the three universities listed above;

    2. Accepted into a business or accounting master’s program during the school year that covers the period of the scholarship at one of the three universities listed above; or

    3. Accepted or attending Gonzaga University School of Law during the school year that covers the period of the scholarship.

  4. Reference letter from a faculty member of the college the student is attending.

  5. Fill out application, including a brief essay of 500 words or less answering one of the following questions: (1) What interests you about exploring estate planning as a career? (2) How does estate planning fit in with your studies and career aspirations at this point?

Applications are due by March 15th each year. Scholarships will be announced during our annual seminar.

Applications will only be accepted electronically. Email all materials to admin@spokaneepc.org. If you have questions regarding the application, please send them to admin@spokaneepc.org.

Submission Checklist:

  • Applicant Information Form                       

  • Certification & Official Release Form

  • Certified Copy of Transcript

  • Essay

  • Reference letter from faculty member

  •  Fill out application, including a brief essay of 500 words or less answering one of the following questions: (1) What interests you about exploring estate planning as a career? (2) How does estate planning fit in with your studies and career aspirations at this point?

Scholarship Award 2019-2020

Applications are due by March 15, 2019. Scholarships will be announced on May 14, 2019 at our annual seminar.  Please Click here for Scholarship Application & Instructions

Please Note - Applications will only be accepted electronically. Email all materials to admin@spokaneepc.org. If you have questions regarding the application, please send them to admin@spokaneepc.org.