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.
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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.
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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.
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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
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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
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