2023 Estate Planning Forum
Date: Friday, May 19, 2023
Time: 8:00am - 5:00pm
Location: McGeorge School of Law
McGeorge School of Law
Lecture Hall (#18 on map)
3200 Fifth Avenue, Sacramento
McGeorge School of Law Campus Map
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.
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
Charitable Solutions, LLC
Topic ~ Top 10 Charitable Trends Every Advisor Should Know in 2023
BNY Mellon Wealth Management
Topic ~ Tales from the Darkside: What Corporate Fiduciaries Wish Advisors Would Consider and Discuss with Clients
For More Information
- Contact Raquel Altavilla
- Telephone: 916.715.5939
- Address: SEPC, PO Box 19942, Sacramento, CA 95819
THANK YOU TO OUR 2023 ESTATE PLANNING FORUM SPONSORS
The Burton Law Firm
Exchange Bank, Trust & Investment Management
Alliance Trust Company
US Bank, Private Wealth Management
Wagner Kirkman Blaine Klomparens & Youmans LLP
Wells Fargo Private Bank
Bank of the West Wealth Management
Boutin Jones Inc.
Sacramento Region Community Foundation
UC Davis, Planned Giving
Wallace & Toney Valuation Advisors, Inc.
Lucas Group Financial Planners
RKM Fiduciary Services
Placer Community Foundation
FEE TO ATTEND
- In-Person (Non-Members): $295
- In-Person (SEPC Members): $245
- In-Person (First Time Attendees): $245
- In-Person (NonProfit Attendees - employees of nonprofits): $195
- Zoom Non-Members: $195
- Zoom SEPC Members: $145
Registration closes Friday, May 12 at 5pm.
Refund Policy: No refunds after May 12.
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