SACRAMENTO ESTATE PLANNING COUNCIL

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

New this Year: Casebook will not be printed. It will be available digitally 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.

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.

Presenters
Beth Shapiro Kaufman | Lowenstein Sandler
Topic ~  Tax Update

Stacie Nelson | Holland & Knight
Topic ~  Avoiding Roadblocks with Matured Bequests
Speaker Sponsor ~  Wells Fargo
 

Justin Miller | Evercore Wealth Management
Topic ~  Fiduciary Income Tax Overview: How Trusts and Estates Are Taxed
Speaker Sponsor ~  Hanson Bridgett

Kelly J. Cooksey | Loeb & Loeb LLP  / Anna K. Soliman | Sheppard
Topic ~  Virtual Representation Statute
Speaker Sponsor ~  US Bank Private Wealth Management

Ryan Szczepanik | BNY Mellon 
Topic ~  Mastering the Sale – 2025 Insights for Private Business Owners
Speaker Sponsor ~  Downey Brand

James P. Lamping | The Law Office of James P. Lamping
Topic ~  The Post-Death Divorce: Litigating Spousal Fiduciary Breaches and Property Rights in the Postmortem Setting
Speaker Sponsor ~  True Estate Loans