2024 SEPC Estate Planning Forum

Date: Thursday, May 30, 2024
Time: 7:30am - 5:00pm
Location: McGeorge School of Law
Speaker: Various




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
12:00 – 1:00 Lunch
4:00 – 4:15 Closing Remarks
4:15 – 6:00 Networking/Mixer/Wine Reception
Detailed agenda will be posted in April.

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-third year will be live / virtual for 2024 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2024 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 2024 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.


Juan C. Ros, CFP®, AEP®, CEPA®, CVGA® - Forum Financial Management
Topic ~  Maximizing Impact

Benjamin Riley, CEO - Cognitive Resonance
Topic ~  Planning for an AI future

Samuel Donaldson, Professor of Law - Georgia State University
Topic ~  Recent Tax Developments in Estate Planning
Speaker Sponsor ~  Moss Adams

Erika Gasaway, Shareholder - Hopkins & Carley / Jennifer F. Scharre, Partner - Coblentz Patch Duffy & Bass LLP
Topic ~  Planners plan and litigators laugh: how will a court interpret your well-intended plan?
Speaker Sponsor ~  Buchalter

For More Information

  • Contact Raquel Altavilla
  • Telephone: 916.715.5939
  • Address: SEPC, PO Box 19942, Sacramento, CA 95819

To see sponsorship opportunities, click here.


Weintraub Tobin ~ Bag Sponsor

Alliance Trust Company
~ Speaker Sponsor
Hanson Bridgett
Moss Adams
~ Speaker Sponsor
Fennemore - Formerly WKBKY LLP
Wells Fargo Advisors


Downey Brand
Exchange Bank, Trust & Investment Management
Gilbert CPAs
Meissner Joseph Ruggles, Inc.
US Bank, Private Wealth Management

BMO Wealth Management
Boutin Jones Inc.
Crowe LLP
Joseph J. Blake and Associates, Inc.
MPI Valuation
Placer Community Foundation

Reliable Document Retrieval, Inc.
Sanli Pastore & Hill
The Sierra View Group at Morgan Stanley

Sutter Health Philanthropy
UC Davis, Planned Giving
Walcott & Hartin, LLC
Wallace & Toney Valuation Advisors, Inc.

Lucas Group Financial Planners
Westamerica Bank


  • 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 24 at 5pm.
Refund Policy: No refunds after May 24.


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