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DTSTART:20170131T153000Z
DTEND:20170201T020000Z
LOCATION:McGeorge School of Law
UID:1384920170131T153000Z2017 Technical Forum
DTSTAMP:20260408T093304Z
DESCRIPTION:\n \n    \n\n   \n \n   \n\nMcGeorge School of Law\n Lecture Hall\n 3200 Fifth Avenue, Sacramento [[Map](http://www.mcgeorge.edu/Future_Students/Life_at_Pacific_McGeorge/The_Campus/Map.htm)]\n\n[McGeorge School of Law Campus Map](/assets/Councils/SacramentoEPC-CA/userContent/files/McGeorgeCampusMap.pdf)\n\nParking: Attendees are allowed to park in parking lots. No parking is allowed in the spaces marked as follows:  “D”, Dean; “F”, Faculty; and McGeorge Maintenance Vehicle.\n\n[DETAILED AGENDA](/assets/Councils/SacramentoEPC-CA/userContent/files/2017%20TF%20Agenda.pdf)\n 7:30am - 8:00am       Registration and Breakfast\n 8:00am -12:00pm      Opening Remarks and Presentations\n 12:00pm - 1:00pm     Lunch\n 1:00pm - 5:00pm       Presentations and Closing Remarks\n 5:00pm - 6:00pm       Wine Reception\n\nFee to Attend\n Non Members: $285\n SEPC Members: $195\n   \n \n      \nThe Sacramento Estate Planning Council, in conjunction with the University of the Pacific, McGeorge School of Law presents the 2017 Technical Forum.\n \nThis one-day educational program focuses on issues of importance to estate planning practitioners. Industry experts present their perspectives and findings in this dynamic and changing field.\n\n It is also one of the few local venues offering credit for not only general California Bar MCLE purposes, but for the California Bar legal specializations in (1) Taxation, and (2) Estate Planning, Trust and Probate law. All courses will be approved for continuing education for general MCLE purposes including the specializations. There will be 7 hours of credit available.\n  \nPresenters and Topics\n \nM. Read Moore - McDermott Will & Emery\n A New World Order for Estate Planners (or Why Is It So Difficult to Open a Bank Account)? The Devil is in the Details: Important Tax Administration and Procedural Rules for Estate Planners Frozen Brain: Estate Planning Strategies for QTIP Trust Assets \nJohn Prokey - Ramsbacher Prokey Leonard LLP\nand\n Mark Higgins - Higgins, Marcus & Lovett, Inc.\n Legal Aspects/Issues with Valuations \nShane Nolan - Wells Fargo Investment Institute\n Alternative Investments \nMatt  Clausen - Adler & Colvin\n Charitable Gifts of Business Interests \nFor More Information\n Contact [Raquel Altavilla](mailto:raltavilla@comcast.net) Telephone: 916.715.5939 \n\nTHANK YOU TO OUR 2017 TECHNICAL FORUM SPONSORS\n \n\nPLATINUM SPONSOR\n[The Burton Law Firm](http://www.lawburton.com/) - Breakfast Sponsor\n   [First Northern Bank Asset Management and Trust Department](http://www.thatsmybank.com) - Lunch Sponsor\n[Moss Adams, LLP/Moss Adams Wealth Advisors](http://www.mossadamswealthadvisors.com/about-us)\n[Wagner Kirkman Blaine Klomparens & Youmans LLP](http://www.wkblaw.com/)\n[Weintraub Tobin](http://www.weintraub.com)\n[Wells Fargo](http://www.wellsfargo.com) - Wine Reception Sponsor\n\nGOLD SPONSOR\n[Crowe Horwath](http://www.crowehorwath.com)\n[Sanli Pastore & Hill](http://www.sphvalue.com/)\n[Ullrich Delevati CPAs](http://www.udcpas.com/)\n[Westlake, Grahl, and Glover](http://www.ameripriseadvisors.com/team/westlake-grahl-and-glover/)\n\nSILVER SPONSOR\n[Akel Fiduciary Inc.](http://www.akelfiduciary.com/)\n[Bank of the West](http://www.bankofthewest.com)\n[Boutin Jones Inc.](http://www.boutinjones.com)\n[The Catholic Foundation](http://www.scd.org/)\n[Craig Cares](http://www.craigcares.com/)\n[Downey Brand](http://www.downeybrand.com)\n[Genovese Burford & Brothers](http://www.gbbwealth.com)\n[Goralka Law Firm](http://www.goralkalawfirm.com)\n[Hanson Bridgett LLP](https://www.hansonbridgett.com/)\n[HoyleCohen](http://www.hoylecohen.com/)\n[Macias Gini & O'Connell LLP](http://www.mgocpa.com)\n[Mercy Foundation](http://www.supportmercyfoundation.org)\n[Sacramento Region Community Foundation](http://www.sacregcf.org)\n[South Placer Sacramento Estate Planning Council](http://www.southplacerepc.org)\n[Trainor Fairbrook](https://trainorfairbrook.com/)\n[US Bank](https://www.usbank.com/index.html)\n[Wallace Valuation Advisors](http://www.wallaceval.com)\n\nBRONZE SPONSOR\n[Bender Rosenthal](http://www.benderrosenthal.com/)\n[Foord, Van Bruggen & Pajak](http://www.fvbe.info)\n[CliftonLarsonAllen LLP](http://www.claconnect.com/)\n[Lera Tiberini, Attorneys at Law](http://www.leratiberini.com/)\n[Murphy Austin Adams Schoenfeld LLP](http://www.murphyaustin.com/)\n[Pacific Investment Consultants](http://www.picwealth.com/)\n[Rossmann MacDonald & Benetti, CPA's](http://www.rmb-cpa.com/)\n[Storz Fiduciary Services](http://www.storzfiduciaryservices.com)\n[Sutter Roseville Medical Center Foundation](http://www.sutterroseville.org/philanthropy/)\n[Wilke, Fleury, Hoffelt, Gould & Birney, LLP](http://www.wilkefleury.com/)\n
SUMMARY:2017 Technical Forum - Sacramento Estate Planning Council 
PRIORITY:3
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