Technical Forum

In January of each year, the Council in conjunction with the McGeorge School of Law presents the Technical Forum, a continuing education seminar covering a wide variety of estate planning issues. Experts from around the country share their knowledge in areas ranging from law and taxation to planned giving and real estate with Forum participants.

A full-day event, the Forum is divided into morning and afternoon sessions. Registration is open to any professional involved in the estate planning field. Interested students and clients are also welcome.

The Technical Forum is a must-attend event for these professionals:

        Accountants

        Analysts

        Appraisers

        Attorneys

        Development Officers

        Educators

        Fiduciaries

        Financial Planners

        Paralegals

        Trust Officers

        Underwriters

Seminars may be eligible for the following continuing education credits:

        CE credit, California State Department of Insurance,
    Licensing Unit

        CE credit, International Board of Standards and Practices
   for Certified Financial Planners

        CLE credit, California Board of Legal Specialization, both
   tax and estate planning

        CPE credit, California State Board of Accountancy 

        CTFA credit, Institute of Certified Bankers
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