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
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
Alliance Trust Company
Exchange Bank Trust Department (Luncheon Sponsor)
Burton Law Firm
Wagner, Kirkman, Blaine, Klomparens & Youmans LLP
Wells Fargo Private Bank
Akel Fiduciary Services
Foord, Van Bruggen & Pajak Financial Services
Westlake, Grahl and Glover
Bank of the West
Boutin Jones Inc.
Genovese, Burford & Brothers
Legacy Investment Real Estate
Macias, Gini & O'Connell LLP
South Placer Estate Planning Council
Wallace Valuation Advisors
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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