2020 Estate Planning Forum

Date: Friday, January 31, 2020
Time: 7:30am - 5:30pm
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

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

Keith Schiller - Schiller Law Group

  • How to Use Estate Tax Returns to Reduce or Avoid Income Taxes
  • Reconguring or Decanting the Formerly “Perfect” Estate Plan

Robert S. Keebler - Keebler & Associates, LLP

  • Retirement Plan Disasters: How to Avoid and Fix Them
  • The SECURE Act: Responding to the “10-Year Rule” Eective January 1, 2020

Justin T. Miller - BNY Mellon, National Wealth Strategist

  • Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy

For More Information


THANK YOU TO OUR 2020 ESTATE PLANNING FORUM SPONSORS

DIAMOND SPONSOR
Akel DePiazza Fiduciary (Afternoon Snacks Sponsor)
Crowe LLP (Lanyard Sponsor)
Weintraub Tobin (Bag Sponsor)
Wells Fargo Private Bank (Lunch Sponsor)


PLATINUM SPONSOR
Alliance Trust
Boutin Jones Inc.
The 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 LLP

Moss Adams
US Bank Private Wealth Management

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


BRONZE SPONSOR
City National Bank Trust & Estate
Foord Van Bruggen & Pajak Financial Services
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. 

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