SACRAMENTO ESTATE PLANNING COUNCIL

McGeorge School of Law
Lecture Hall (#18 on map)
3200 Fifth Avenue, Sacramento
McGeorge School of Law Campus Map

Tentative Agenda
8:00 – 8:30 Registration and Continental Breakfast
11:55 – 12:55 Lunch
4:00 – 4:15 Closing Remarks
4:15 – 6:00 Networking/Mixer/Wine Reception
Detailed Agenda Coming Soon!

The Sacramento Estate Planning Council’s Estate Planning Forum is the premier Northern California educational conference for professionals in the estate planning field. The one-day conference features nationally known experts from across the country, speaking on issues and concepts that are essential for practitioners who wish to stay up to date.

The Estate Planning Forum – now in its fifty-second year will be live / virtual for 2023 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2023 Estate Planning Forum will offer 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.

The 2023 Estate Planning Forum continues the tradition of bringing a diversity of topics to offer something for every practitioner.  Please join us and 150+ of your peers for the 2023 Estate Planning Forum.

PRESENTERS

  ANDREW KATZENSTEIN 
  Proskauer Rose LLP

  THOMAS J. PAULOSKI                                        
  Bernstein Private Wealth Mgmt.







Topic ~  Over-Rated? How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning

  PAUL S. LEE
  Investment Offices Group Northern Trust

Topic ~ Conquering Subchapter K(ryptonite): Fundamentals of Partnership Taxation for Estate Planners
 

  BRYAN CLONTZ
  Charitable Solutions, LLC

Topic ~ Top 10 Charitable Trends Every Advisor Should Know in 2023

  KAREN SUGIHARA
  BNY Mellon Wealth Management



 

Topic ~  Tales from the Darkside: What Corporate Fiduciaries Wish Advisors Would Consider and Discuss with Clients