2018 Technical Forum

Date: Friday, January 12, 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 will be posted closer to the event.
7:30am - 8:00am       Registration and Breakfast
8:00am -12:00pm      Opening Remarks and Presentations
12:00pm - 1:00pm     Lunch
1:00pm - 4:30pm       Presentations and Closing Remarks
4:30pm - 5:30pm       Wine Reception

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


THANK YOU TO OUR 2018 TECHNICAL FORUM SPONSORS

PLATINUM SPONSOR
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

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

SILVER SPONSOR
Bank of the West
Boutin Jones Inc.
Craig Cares
Fremont Bank, Trust Department
Genovese Burford & Brothers
Hanson Bridgett LLP
HoyleCohen
Sacramento Region Community Foundation
South Placer Sacramento Estate Planning Council
US Bank
Wallace Valuation Advisors

BRONZE SPONSOR
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



FEE TO ATTEND
  • 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.

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