2026 Estate Planning Forum Sponsorship Opportunities

Date: Thursday, May 21, 2026
Time: 8:00am - 5:00pm
Location: McGeorge School of Law / Zoom
Speaker: Various

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Thursday, May 21, 2026

Live and Virtual Forum

2026 Estate Planning Forum Agenda will be posted in May.

Estate Planning Forum
Sponsorship Guide

To be included in the Estate Planning Forum electronic casebook ads must be received
NO LATER THAN
FRIDAY, APRIL 10. NO EXCEPTIONS.

   

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 – 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.

Become a Sponsor

If you market to attorneys, accountants, financial planners, investment professionals, insurance professionals, valuation experts or professional fiduciaries, sponsorship of the Estate Planning Forum should be considered a critical component of your marketing mix.

Sponsorship Levels

For More Information

 

 

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  

 

 

 

Register Now

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