2026 SEPC Estate Planning Forum

Date: Thursday, May 21, 2026
Time: 7:30am - 5:00pm
Location: McGeorge School of Law
Speaker: Various

Add to My Outlook Calendar

Add to My Google Calendar

 

 

 

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

New this Year: Distribution of Printed Casebook
Printed casebooks can be purhcased for an additional $20. Otherwise, the casebook will be emailed electornically to all attendees.

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
Day of Logistiics will be emailed on Tuesday, May 19.

2026 Estate Planning Forum Sponsorship Guide


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-fifth year will be live / virtual for 2026 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2026 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 2026 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 2025 Estate Planning Forum.


For More Information

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

2026 ESTATE PLANNING FORUM SPONSORS

DIAMOND SPONSOR
Buchalter ~ Speaker Dinner Sponsor
Exchange Bank, Trust & Investment Management Bag Sponsor
Weintraub Tobin Lanyard Sponsor

PLATINUM SPONSOR

Gilbert CPAs Raffle Sponsor
The Sacramento Wealth Management Group at Morgan Stanley
True Estate Loans

US Bank

GOLD SPONSOR
Lathrop GPM

BOOTH SPONSOR
Geffen Real Estate

SILVER SPONSOR
Meissner Ruggles Thompson, Inc.
Nix Wealth Management
Toney Valuation Advisors  

Towerpoint Wealth, LLC
True Wave Wealth Planners  


New this Year: Distribution of Printed Casebook
Printed casebooks can be purhcased for an additional $20. Otherwise, the casebook will be emailed electornically to all attendees.

FEE TO ATTEND

  • In-Person (Non-Members): $350
  • In-Person (Non-Members) w/casebook: $370
  • In-Person (SEPC Members): $285
  • In-Person (SEPC Members) w/casebook: $305
  • In-Person (First Time Attendees): $285
  • In-Person (First Time Attendees) w/caseboook: $305
  • In-Person (NonProfit Attendees - employees of nonprofits): $235
  • In-Person (NonProfit Attendees - employees of nonprofits) w/casebook: $255
  • Student Fee (must use .edu email address to register): $125
  • Zoom Non-Members:  $245
  • Zoom SEPC Members: $195

Registration closes Thursday, May 14 at 5pm.
Refund Policy: No refunds after May 14.

Register Now

Login now to see a list of event attendees.

See Upcoming Event Calendar