2018 Technical Forum

Date: Wednesday, February 28, 2018
Time: 7:30am - 5:30pm
Location: McGeorge School of Law
Speaker: Various


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

McGeorge School of Law Campus 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.

Detailed Agenda

Fee to Attend

  • Non-Members - $285
  • SEPC Members and First Time Attendees - $195


The Sacramento Estate Planning Council, in conjunction with the University of the Pacific, McGeorge School of Law presents the 2018 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.

It is also one of the few local venues offering credit for not only general California Bar MCLE purposes, but for the California Bar legal specializations. All courses will be approved for continuing education for general MCLE purposes including the specializations. There will be 6.5 hours of credit available.

Presenters and Topics

Sam Donaldson - Georgia State University College of Law

  • Recent Estate Planning Updates

Kim Kamin - Gresham Partners

  • Estate Planning for the Modern Family

Michael Rosen-Prinz - Prinz McDermott Will & Emery LLP

  • Planning for Digital Assets

Dr. Teo Ernst - University of California, San Francisco

  • Client Control: Challenging Client

For More Information


Alliance Trust
Burton Law Firm
First Northern Bank Asset Management and Trust Department - Lunch Sponsor
Moss Adams, LLP/Moss Adams Wealth Advisors
Wagner Kirkman Blaine Klomparens & Youmans LLP
Weintraub Tobin
Wells Fargo Private Bank

Akel Fiduciary Services
Crowe Horwath LLP
Foord Van Bruggen & Pajak Financial Services
Ullrich Delevati CPAs
Westlake, Grahl, and Glover

Bank of the West
Boutin Jones Inc.
Craig Cares
Downey Brand
Fremont Bank, Trust Department
Genovese Burford & Brothers
Hanson Bridgett LLP
Macias Gini & O’Connell LLP
Mercy Foundation
Robinson & Fulton Law
Sacramento Region Community Foundation
South Placer Sacramento Estate Planning Council
US Bank
Wallace Valuation Advisors

Bender Rosenthal
Goralka Law Firm
Murphy Austin Adams Schoenfeld LLP
Pacific Investment Consultants
Rossmann MacDonald & Benetti, CPA's
Sanli Pastore & Hill
Storz Fiduciary Services
Wilke, Fleury, Hoffelt, Gould & Birney, LLP

  • Non-Members - $285
  • SEPC Members and First Time Attendees - $195

Registration closes Tuesday, January 9 at 5pm.
Refund Policy: No refunds after January 9 at 5pm.

Register Now

Add to My Outlook Calendar (see Google Calendar Instructions)

Login now to see a list of event attendees.

See Upcoming Event Calendar