Scholarship Event 2020-2021

For Immediate Release

The Spokane Estate Planning Council is pleased to announce its scholarship for $1000 and attendance to our four dinner meetings and annual seminar to a maximum of one student from each of the following schools: Eastern Washington University, Gonzaga University, Gonzaga Law School, and Whitworth University. The scholarship shall cover the fiscal year July 1, 2020 through June 30, 2021.

The intention of our scholarship is to raise awareness of estate planning as a career path for those students studying accounting, finance, and law.

This is our 3rd year offering a scholarship and our process is subject to change for future years.

Respectfully,

Bill Ramey
President
Spokane Estate Planning Council
P.O. Box 1656
Spokane, WA 99210-1656

SPOKANE ESTATE PLANNING COUNCIL SCHOLARSHIP

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 $1000 and for attendance to each of our four dinner meetings and annual seminar (valued of $555).  The scholarship is being offered to a maximum of 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, 2020 through June 30, 2021 and the cash portion of the scholarship will be paid directly to the universities in January 2021 on the student’s behalf.

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 April 1, 2020. Scholarships will be announced on May 19, 2020 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.