2012 Technical Forum

January 26, 2012

McGeorge School of Law
Lecture Hall
3200 Fifth Avenue, Sacramento [Map] 

McGeorge School of Law Campus Map
McGeorge School of Law Area Map

Parking: Attendees are allowed to park in parking lots. No parking is allowed
in the spaces marked as follows:  “D”, Dean; “F”, Faculty; and McGeorge Maintenance Vehicle.

Agenda (detailed agenda linked below):
7:30am - 8:00am Registration and Continental Breakfast
8:00am - 5:15pm Program 
5:15pm   Wine Reception

Cost to Attend:
SEPC Members - $195
Non-Members - $285

Registration closes Tuesday, January 24 at 5pm.

Refund Policy: There are no refunds after Tbursday, January 19.

The Sacramento Estate Planning Council, in conjunction with the University of the Pacific, McGeorge School of Law presents the 2012 Technical Forum.

This one-day educational program focuses on issues of importance to estate planning practitioners. Industry experts present their perspectives and findings in this dynamic and changing field.

*MCLE/CPE/CFP credits are available.

Presenters and Topics

TECHNICAL FORUM AGENDA

Benjamin A. Koplan—Obligations of the Trust Advisor: Addressing Risk in Today's World of Compliance, Transparency, and Fiduciary Responsibility
Steve Oshins— Asset Protection other than Self-Settled Trusts
Robert P. Schweihs—Valuation Adjustments for Estate and Gift Tax Purposes
Howard W. Zaritsky—Practical Estate Planning in 2012 and Select Tax-Saving Techniques for Real Clients


Additional Resources 

For More Information

• Contact Raquel Altavilla
• Telephone: (916)715-5939