2017 Technical Forum

Date: Tuesday, January 31, 2017
Time: 7:30am - 6:00pm
Location: McGeorge School of Law
Speaker: Various



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.

7:30am - 8:00am       Registration and Breakfast
8:00am -12:00pm      Opening Remarks and Presentations
12:00pm - 1:00pm     Lunch
1:00pm - 5:00pm       Presentations and Closing Remarks
5:00pm - 6:00pm       Wine Reception

Fee to Attend
Non Members: $285
SEPC Members: $195



The Sacramento Estate Planning Council, in conjunction with the University of the Pacific, McGeorge School of Law presents the 2017 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 in (1) Taxation, and (2) Estate Planning, Trust and Probate law. All courses will be approved for continuing education for general MCLE purposes including the specializations. There will be 7 hours of credit available.

Presenters and Topics

M. Read Moore - McDermott Will & Emery

  • A New World Order for Estate Planners (or Why Is It So Difficult to Open a Bank Account)?
  • The Devil is in the Details: Important Tax Administration and Procedural Rules for Estate Planners
  • Frozen Brain: Estate Planning Strategies for QTIP Trust Assets

John Prokey - Ramsbacher Prokey Leonard LLP
Mark Higgins - Higgins, Marcus & Lovett, Inc.

  • Legal Aspects/Issues with Valuations

Shane Nolan - Wells Fargo Investment Institute

  • Alternative Investments

Matt  Clausen - Adler & Colvin

  • Charitable Gifts of Business Interests

For More Information


The Burton Law Firm - Breakfast Sponsor
  First Northern Bank Asset Management and Trust Department - Lunch Sponsor
Moss Adams, LLP/Moss Adams Wealth Advisors
Wagner Kirkman Blaine Klomparens & Youmans LLP
Weintraub Tobin
Wells Fargo - Wine Reception Sponsor

Crowe Horwath
Sanli Pastore & Hill
Ullrich Delevati CPAs
Westlake, Grahl, and Glover

Akel Fiduciary Inc.
Bank of the West
Boutin Jones Inc.
The Catholic Foundation
Craig Cares
Downey Brand
Genovese Burford & Brothers
Goralka Law Firm
Hanson Bridgett LLP
Macias Gini & O'Connell LLP
Mercy Foundation
Sacramento Region Community Foundation
South Placer Sacramento Estate Planning Council
Trainor Fairbrook
US Bank
Wallace Valuation Advisors

Bender Rosenthal
Foord, Van Bruggen & Pajak

CliftonLarsonAllen LLP
Lera Tiberini, Attorneys at Law
Murphy Austin Adams Schoenfeld LLP
Pacific Investment Consultants
Rossmann MacDonald & Benetti, CPA's
Storz Fiduciary Services
Sutter Roseville Medical Center Foundation

Wilke, Fleury, Hoffelt, Gould & Birney, LLP

See Upcoming Event Calendar