2023 SEPC Estate Planning Forum

Date: Friday, May 19, 2023
Time: 8:00am - 5:00pm
Location: McGeorge School of Law
Speaker: Various

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


Estate Planning Forum Agenda

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
 

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

DIAMOND SPONSOR
The Burton Law Firm
~ Speaker Sponsor
Exchange Bank, Trust & Investment Management
~ Lunch Sponsor
Weintraub Tobin
~ Bag Sponsor

PLATINUM SPONSOR

Alliance Trust Company
Buchalter
Gilbert CPAs
Hanson Bridgett LLP
Moss Adams -
~ Speaker/Wine Sponsor
US Bank, Private Wealth Management
Wagner Kirkman Blaine Klomparens & Youmans LLP
Wells Fargo Private Bank
WGG Wealth Partners
~ Speaker/Raffle Sponsor

GOLD SPONSOR
BNY Mellon
CAPTRUST
Crowe LLP
Downey Brand LLP


SILVER SPONSOR
Bank of the West Wealth Management
Boutin Jones Inc.
Craig Cares
HoyleCohen
MPI Valuation
Sacramento Region Community Foundation
UC Davis, Planned Giving
Wallace & Toney Valuation Advisors, Inc.


BRONZE SPONSOR
Lucas Group Financial Planners
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 for In Person Attendees
Registration closes Tuesday, May 16 at 5pm for Zoom Attendees

Refund Policy: No refunds after May 12.

 

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