2019 Estate Planning Forum (formerly Technical Forum)

Date: Friday, February 22, 2019
Time: 7:30am - 5:15pm
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.

2019 Estate Planning Forum Agenda

Smoothie/Coffee Truck back again all day for attendees!
Great raffle prizes at wine reception.

 


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 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


THANK YOU TO OUR 2019 ESTATE PLANNING SPONSOR

DIAMOND SPONSOR
HoyleCohen

PLATINUM SPONSOR
Alliance Trust Company
Crowe LLP
Exchange Bank Trust Department (Luncheon Sponsor)
Burton Law Firm
Wagner, Kirkman, Blaine, Klomparens & Youmans LLP
Weintraub Tobin
Wells Fargo Private Bank

GOLD SPONSOR
Akel Fiduciary Services
Foord, Van Bruggen & Pajak Financial Services
Moss Adams
Westlake, Grahl and Glover

SILVER SPONSOR
Bank of the West
Boutin Jones Inc.
Craig Cares
Downey Brand
Fidelity Charitable
Genovese, Burford & Brothers
Gilbert Associates, Inc.
Hanson Bridgett
Lagunitas Asset Management
Legacy Investment Real Estate
Macias, Gini & O'Connell LLP
Sacramento Region Community Foundation
Sanli Pastore & Hill
South Placer Estate Planning Council
US Bank
Wallace Valuation Advisors

BRONZE SPONSOR
Murphy Austin Adams Schoenfeld LLP
Pacific Investment Consultants
Placer Community Foundation
Robinson & Fulton Law
Sutter Health
Wilke, Fleury, Hoffelt, Gould & Birney, LLP

FEE TO ATTEND

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

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

Register Now

Add to My Outlook Calendar (see Google Calendar Instructions)

Login now to see a list of event attendees.

See Upcoming Event Calendar