2027 Estate Planning Forum Sponsorship Opportunities

Date: Thursday, May 20, 2027
Time: 08:00 AM - 5:00pm
Location: McGeorge School of Law / Zoom
Speaker: Various

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Thursday, May 20, 2027

Live and Virtual Forum

2027 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 23. 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-sixth year – 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 2027 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
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  

 

 

 

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