2020 Estate Planning Forum

Date: Friday, January 31, 2020
Time: 7:30am - 4:00pm
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.

2020 Estate Planning Forum Agenda Coming Soon.

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


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 - 4:00pm       Presentations and Closing Remarks
4:00pm - 5:00pm       Wine Reception

 


The Sacramento Estate Planning Council, in conjunction with the University of the Pacific, McGeorge School of Law presents the 2020 Estate Planning 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.

The Estate Planning Forum is one of the few local venues offering 6 hours of credit for general
California Bar MCLE purposes and specializations in Taxation Law and Estate Planning, Trust and
Probate Law. In addition to credit for MCLE, there will be 6 hours of CE available for CFPs, CPAs
and CLPFs.

Presenters

Robert S. Keebler - Keebler & Associates, LLP

Justin T. Miller - National Wealth Strategiest

Keith Schiller - Schiller Law Group

For More Information


THANK YOU TO OUR 2020 ESTATE PLANNING FORUM SPONSORS

DIAMOND SPONSOR
Akel DePiazza Fiduciary
Weintraub Tobin
Wells Fargo Private Bank


PLATINUM SPONSOR
Alliance Trust
Burton Law Firm
Exchange Bank Trust Department
Wagner, Kirkman, Blaine, Klomparens & Youmans LLP
WGG Wealth Partners


GOLD SPONSOR
Bank of the West
Genovese, Burford & Brothers
Hanson Bridgett


SILVER SPONSOR
Bangerter Financial Services, Inc.
Craig Cares Inc.
Dignity Health/Mercy Foundation
Downey Brand
HoyleCohen
South Placer Estate Planning Council
Trainor Fairbrook
Wallace Valuation Advisors, Inc.


BRONZE SPONSOR
City National Bank
Murphy Austin Adams Schoenfeld LLP
Pacific Investment Consultants
Robinson & Fulton Law

Sutter Health Valley Area
Wilke Fleury LLP

FEE TO ATTEND

  • Non-Members:  $295
  • First Time Attendees:  $245
  • NonProfit Attendees (employees of nonprofits):  $195
  • SEPC Members: $245

Registration closes Monday, January 27 at 5pm.
Refund Policy: No refunds after January 27. 

Register Now

Add to My Outlook Calendar (see Google Calendar Instructions)

Login now to see a list of event attendees.

See Upcoming Event Calendar