2027 SEPC Estate Planning Forum

Date: Thursday, May 20, 2027
Time: 8:00am - 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

Note: Casebook will not be printed. It will be available digitally to all attendees. 

Detailed EPF Agenda posted closer to event.
Day of Logistics will be emailed on Tuesday, May 18.

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-sixth year will be live / virtual for 2027 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2027 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 2027 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 2026 Estate Planning Forum.

Presenters
Coming Soon

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
Downey Brand LLP - Speaker Sponsor
Gilbert CPAs ~ Raffle Sponsor
Hanson Bridgett LLP ~ Speaker Sponsor
The Sacramento Wealth Management Group at Morgan Stanley ~ Raffle Sponsor
True Estate Loans ~ Speaker Sponsor
US Bank Private Wealth Management - Speaker Sponsor
Wells Fargo Wealth & Investment Management - Speaker Sponsor

GOLD SPONSOR
Law Offices of Daniel  A. Hunt
Lathrop GPM
Walcott & Hartin LLC

BOOTH SPONSOR
Bond Services of California
Geffen Real Estate

SILVER SPONSOR
Baker Tilly
BMO Wealth Management
BNY Wealth
Boutin Jones Inc.
Joseph J. Blake and Associates, Inc.
Meissner Ruggles Thompson, Inc.
Nix Wealth Management
Sanli Pastore & Hill
Toney Valuation Advisors, Inc.
Towerpoint Wealth, LLC
True Wave Wealth Planners  
Watson & Machado LLP
Windermere Signature Properties


Note: Casebook will not be printed. It will be available digitally to all attendees. 

FEE TO ATTEND

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


Please note there is 6 hours of MCLE credit pending. 

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

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