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DTSTART:20190124T153000Z
DTEND:20190125T011500Z
LOCATION:McGeorge School of Law
UID:1697420190124T153000Z2019 Estate Planning Forum (formerly Technical Forum)
DTSTAMP:20260408T093516Z
DESCRIPTION:    \n\n   \n \n   \n\n McGeorge 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](http://www.sacepc.org/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[2019 Estate Planning Forum Agenda](/assets/Councils/SacramentoEPC-CA/userContent/files/2019%20EPF%20Agenda.pdf)\n \nSmoothie/Coffee Truck back again all day for attendees!\n Great raffle prizes at wine reception.\n   \n \n   \n\n The Sacramento Estate Planning Council, in conjunction with the University of the Pacific, McGeorge School of Law presents the 2019 Estate Planning Forum (formerly the 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. All courses will be approved for continuing education for general MCLE purposes including the specializations. There will be 6 hours of credit available.\n  \nPresenters and Topics\n \nSam Donaldson - Georgia State University College of Law\n Recent Estate Planning Updates \nTodd Fithian - The Legacy Companies, LLC\n Amplifying Your Brand in this Force Fed World of Collaboration and Commoditization \nMichael Kitces - Pinnacle Advisory Group\n Advanced Roth Conversion STrategies Trusts as IRA Beneficiaries \nFor More Information\n Contact [Raquel Altavilla](mailto:raltavilla@comcast.net) Telephone: 916.715.5939 \n\nTHANK YOU TO OUR 2019 ESTATE PLANNING SPONSOR\n\nDIAMOND SPONSOR\n[HoyleCohen](https://www.hoylecohen.com/)\n\nPLATINUM SPONSOR\n[Alliance Trust Company](https://alliancetrustcompany.com/)\n[Crowe LLP](https://www.crowe.com/)\n[Exchange Bank Trust Department (Luncheon Sponsor)](https://www.exchangebank.com/trust-investment/trust-administration/)\n[Burton Law Firm](http://lawburton.com/index.html)\n[Wagner, Kirkman, Blaine, Klomparens & Youmans LLP](https://www.wkblaw.com/)\n[Weintraub Tobin](https://www.weintraub.com/)\n[Wells Fargo Private Bank](https://www.wellsfargo.com/the-private-bank/)\n\nGOLD SPONSOR\n[Akel Fiduciary Services](https://www.akelfiduciary.com/)\n[Foord, Van Bruggen & Pajak Financial Services](https://fvbe.info/)\n[Moss Adams](https://www.mossadams.com/about/locations/sacramento)\n[Westlake, Grahl and Glover](https://www.ameripriseadvisors.com/team/westlake-grahl-and-glover)\n\nSILVER SPONSOR\n[Bank of the West](https://www.bankofthewest.com/)\n[Boutin Jones Inc.](https://boutinjones.com/)\n[Craig Cares](https://www.craigcares.com/)\n[Downey Brand](https://www.downeybrand.com/)\n[Fidelity Charitable](https://www.fidelitycharitable.org/)\n[Genovese, Burford & Brothers](https://gbbwealth.com/)\n[Gilbert Associates, Inc.](http://gilbertcpa.com/)\n[Hanson Bridgett](https://www.hansonbridgett.com/)\n[Lagunitas Asset Management](http://www.lagunitasfinancialplanning.com/)\n[Legacy Investment Real Estate](http://www.legacyire.com/)\n[Macias, Gini & O'Connell LLP](http://www.mgocpa.com/)\n[Sacramento Region Community Foundation](http://www.sacregcf.org/)\n[Sanli Pastore & Hill](http://www.sphvalue.com/)\n[South Placer Estate Planning Council](https://southplacerepc.org/)\n[US Bank](https://www.usbank.com/index.html)\n[Wallace Valuation Advisors](http://wallaceval.com/)\n\nBRONZE SPONSOR\n[Murphy Austin Adams Schoenfeld LLP](http://www.murphyaustin.com/)\n[Pacific Investment Consultants](http://www.picwealth.com/)\n[Placer Community Foundation](http://placercf.org/)\n[Robinson & Fulton Law](https://fulton-law.com/)\n[Sutter Health](https://www.sutterhealth.org/)\n[Wilke, Fleury, Hoffelt, Gould & Birney, LLP](http://www.wilkefleury.com/)\n \nFEE TO ATTEND\n Non-Members - $285 First Time Attendees - $195 SEPC Members - $195 \nRegistration closes Friday, January 18 at 5pm.\nRefund Policy: No refunds after January 18.\n
SUMMARY:2019 Estate Planning Forum (formerly Technical Forum) - Sacramento Estate Planning Council 
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