2019 Estate Planning Forum (formerly Technical Forum)

Date: Thursday, January 24, 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.

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 - 4:15pm       Presentations and Closing Remarks
4:15pm - 5:15pm       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 6.5 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


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
Genovese, Burford & Brothers
Hanson Bridgett
Legacy Investment Real Estate
Macias, Gini & O'Connell LLP
South Placer Estate Planning Council
Wallace Valuation Advisors

BRONZE SPONSOR
Murphy Austin Adams Schoenfeld LLP
Pacific Investment Consultants
Robinson & Fulton Law
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.

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