2019 Estate Planning Forum (formerly Technical Forum)

Date: Thursday, January 24, 2019
Time: 7:30am - 4:30pm
Location: McGeorge School of Law
Speaker: Various Speakers


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.


The Sacramento Estate Planning Council, in conjunction with the University of the Pacific, McGeorge School of Law presents the 2019 Estate Planning Forum (formerly the 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

Todd Fithian - The Legacy Companies, LLC

  • Amplifying Your Brand in this Force Fed World of Collaboration and Commoditization

Michael Kitces - Pinnacle Advisory Group

  • Advanced Roth Conversion STrategies
  • Trusts as IRA Beneficiaries

For More Information


Exchange Bank Trust Department (Luncheon Sponsor)



  • Non-Members - $285
  • SEPC Members - $195

Registration closes Friday, January 18 at 5pm.
Refund Policy: No refunds after January 18.

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