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DTSTART:20200131T153000Z
DTEND:20200201T013000Z
LOCATION:McGeorge School of Law
UID:1875620200131T153000Z2020 Estate Planning Forum
DTSTAMP:20260408T091447Z
DESCRIPTION:\n\n   \n \n   \n\nMcGeorge School of Law\n Lecture Hall\n 3200 Fifth Avenue, Sacramento\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[2020 Estate Planning Forum Agenda](/assets/Councils/SacramentoEPC-CA/userContent/files/2020%20EPF%20Agenda(1).pdf)\n \nSmoothie/Coffee Truck back again all day for attendees!\n Great raffle prizes at wine reception.\n   \n \n   \n\nThe Sacramento Estate Planning Council, in conjunction with the University of the Pacific, McGeorge School of Law presents the 2020 Estate Planning 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 The Estate Planning Forum is one of the few local venues offering 6 hours of credit for general\n California Bar MCLE purposes and specializations in Taxation Law and Estate Planning, Trust and\n Probate Law. In addition to credit for MCLE, there will be 6 hours of CE available for CFPs, CPAs\n and CLPFs.\n  \nPresenters\n \nKeith Schiller - Schiller Law Group \n How to Use Estate Tax Returns to Reduce or Avoid Income Taxes Reconguring or Decanting the Formerly “Perfect” Estate Plan \nRobert S. Keebler - Keebler & Associates, LLP\n Retirement Plan Disasters: How to Avoid and Fix Them The SECURE Act: Responding to the “10-Year Rule” Eective January 1, 2020 \nJustin T. Miller - BNY Mellon, National Wealth Strategist\n Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy \nFor More Information\n Contact [Raquel Altavilla](mailto:raltavilla@comcast.net) Telephone: 916.715.5939 \n\nTHANK YOU TO OUR 2020 ESTATE PLANNING FORUM SPONSORS\n\nDIAMOND SPONSOR\n[Akel DePiazza Fiduciary](https://www.adfiduciary.com/) (Afternoon Snacks Sponsor)\n[Crowe LLP](https://www.crowe.com/about-us/our-offices/sacramento) (Lanyard Sponsor)\n[Weintraub Tobin](https://www.weintraub.com/) (Bag Sponsor)\n[Wells Fargo Private Bank](https://www.wellsfargo.com/the-private-bank/about) (Lunch Sponsor)\n\nPLATINUM SPONSOR\n[Alliance Trust](https://alliancetrustcompany.com/)\n[Boutin Jones Inc.](https://boutinjones.com/)\n[The Burton Law Firm](http://lawburton.com/index.html)\n[Exchange Bank Trust Department](https://www.exchangebank.com/trust-investment/trust-administration/)\n[Wagner, Kirkman, Blaine, Klomparens & Youmans LLP](https://www.wkblaw.com/)\n[WGG Wealth Partners](https://www.ameripriseadvisors.com/team/wgg-wealth-partners)\n\nGOLD SPONSOR\n[Bank of the West](https://www.bankofthewest.com/)\n[Genovese, Burford & Brothers](https://gbbwealth.com/)\n[Hanson Bridgett LLP](https://www.hansonbridgett.com/)\n[Moss Adams](https://www.mossadams.com/about/locations/sacramento)\n[US Bank Private Wealth Management](https://www.usbank.com/index.html)\n\nSILVER SPONSOR\n[Bangerter Financial Services, Inc.](https://www.bangerterfinancial.com/)\n[Craig Cares Inc.](https://www.craigcares.com/)\n[Mercy Foundation](https://supportmercyfoundation.org/)\n[Downey Brand LLP](https://www.downeybrand.com/)\n[Gilbert CPAs](http://gilbertcpa.com/)\n[HoyleCohen](https://hoylecohen.com/contact-us/hoylecohen-sacramento/)\n[South Placer Estate Planning Council](https://southplacerepc.org/)\n[Trainor Fairbrook](https://trainorfairbrook.com/)\n[Wallace Valuation Advisors, Inc.](https://wallaceval.com/)\n\nBRONZE SPONSOR\n[City National Bank Trust & Estate](https://www.cnb.com/personal/investing/trust-services/trust-estate-adminstration.html)\n[Foord Van Bruggen & Pajak Financial Services](https://www.fvbe.info/)\n[Murphy Austin Adams Schoenfeld LLP](https://www.murphyaustin.com/)\n[Pacific Investment Consultants](https://www.picwealth.com/)\n[Robinson & Fulton Law](https://fulton-law.com/)\n[Sutter Health Valley Area](https://www.sutterhealth.org/)\n[Wilke Fleury LLP](http://www.wilkefleury.com/)\n  \nFEE TO ATTEND\n Non-Members:  $295 First Time Attendees:  $245 NonProfit Attendees (employees of nonprofits):  $195 SEPC Members: $245 \nRegistration closes Monday, January 27 at 5pm.\nRefund Policy: No refunds after January 27. \n
SUMMARY:2020 Estate Planning Forum - Sacramento Estate Planning Council 
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