2025 SEPC Estate Planning Forum
Date: Thursday, May 22, 2025
Time: 7:30am - 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
Parking (please read below):
- Street parking is available at no cost.
- Parking Lots 6 & 7 (see attached map) are open to first come, first served – no cost to park
- Attendees are allowed to park in any parking lots. The cost is $8. Pay by downloading the Passportparking App.
- No parking is allowed in the spaces marked as follows: “D”, Dean; “F”, Faculty; and McGeorge Maintenance Vehicle.
Detailed Agenda (posted closer to event date)
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-fourth year will be live / virtual for 2025 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2025 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 2025 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.
List of Presenters Coming Soon
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For More Information
- Contact Raquel Altavilla
- Telephone: 916.715.5939
- Address: SEPC, PO Box 19942, Sacramento, CA 95819
2024 ESTATE PLANNING FORUM SPONSORS
DIAMOND SPONSOR
Weintraub Tobin ~ Bag Sponsor
PLATINUM SPONSOR
Alliance Trust Company
Buchalter ~ Speaker Sponsor
Hanson Bridgett
Moss Adams ~ Speaker Sponsor
Fennemore - Formerly WKBKY LLP
Wells Fargo Advisors
GOLD SPONSOR
CAPTRUST
Downey Brand
Exchange Bank, Trust & Investment Management
Gilbert CPAs
Meissner Joseph Ruggles, Inc.
The Sierra View Group at Morgan Stanley
US Bank, Private Wealth Management
SILVER SPONSOR
BMO Wealth Management
Boutin Jones Inc.
Crowe LLP
HoyleCohen
Joseph J. Blake and Associates, Inc.
MPI Valuation
Placer Community Foundation
Reliable Document Retrieval, Inc.
Sanli Pastore & Hill
Sutter Health Philanthropy
UC Davis, Planned Giving
Walcott & Hartin, LLC
Wallace & Toney Valuation Advisors, Inc.
BRONZE SPONSOR
Lucas Group Financial Planners
Westamerica Bank
FEE TO ATTEND
- In-Person (Non-Members): $315
- In-Person (SEPC Members): $265
- In-Person (First Time Attendees): $265
- In-Person (NonProfit Attendees - employees of nonprofits): $215
- Zoom Non-Members: $225
- Zoom SEPC Members: $175
Registration closes Friday, May 16 at 5pm.
Refund Policy: No refunds after May 16.
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