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BEGIN:VEVENT
DTSTART:20220518T150000Z
DTEND:20220518T233000Z
LOCATION:McGeorge School of Law / Zoom
UID:2226320220518T150000Z2022 Estate Planning Forum
DTSTAMP:20260408T085937Z
DESCRIPTION:\n \n   \n \n   \n \n   \nMcGeorge School of Law\n Lecture Hall (#18 on map)\n 3200 Fifth Avenue, Sacramento\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[2022 Estate Planning Forum Agenda](/assets/Councils/SacramentoEPC-CA/userContent/files/2022%20SEPC%20EPF%20Agenda.pdf)\n \nSmoothie/Coffee Truck back again all day for attendees!\n Great raffle prizes at wine reception.\n\n\nThe 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.\n\n The Estate Planning Forum – now in its fifty-first year will be live / virtual for 2022 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2022 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.\n\n The 2022 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 2022 Estate Planning Forum.\n \n \n  \nPresenters\n \n[Natalie Choate](/assets/Councils/SacramentoEPC-CA/userContent/files/natalie%20choate.pdf) - ZOOM\n Case Studies After SECURE Making IRA Benefits Payable to Trusts  \n\n\n\n[Samuel Donaldson - Georgia State University](/assets/Councils/SacramentoEPC-CA/userContent/files/sam%20donaldson%20bio.pdf) - In Person\n Federal Tax Updates\n   \n\n \n\n[David Specht - Drucker School Global Family Business](/assets/Councils/SacramentoEPC-CA/userContent/files/dave%20specht%20bio.pdf) - In Person\n The Empathetic Advisor\n   \n\n \n\nFor information on 2022 Estate Planning Sponsorships, [click here.](/assets/Councils/SacramentoEPC-CA/userContent/files/2022%20EPF%20Sponsorship%20Guide.pdf) \n \nFor More Information\n Contact [Raquel Altavilla](mailto:raltavilla@comcast.net) Telephone: 916.715.5939 Address: SEPC, 915 L Street, #C342, Sacramento, CA 95814 \n\nTHANK YOU TO OUR 2022 ESTATE PLANNING FORUM SPONSORS\n\nDIAMOND SPONSOR\n[Weintraub Tobin](https://www.weintraub.com/)\n\nPLATINUM SPONSOR\n[Alliance Trust](https://alliancetrustcompany.com/)\n[Buchalter](https://www.buchalter.com/)\n[Keaton’s Child Cancer Alliance](https://childcancer.org/)\n[Crowe](https://www.crowe.com/)\n[Exchange Bank](https://www.exchangebank.com/)\n[Hanson Bridgett](https://www.hansonbridgett.com/)\n[Wagner Kirkman Blaine Klomparens & Youmans LLP](https://www.wkblaw.com/)\n[Wells Fargo Private Bank](https://www.wellsfargo.com/the-private-bank/)\n[WGG Wealth Partners](https://www.ameripriseadvisors.com/team/wgg-wealth-partners/)\n\nGOLD SPONSOR\n[Bank of the West](https://www.bankofthewest.com/wealth-management.html)\n[Boutin  Jones](https://boutinjones.com/)\n[CAPTRUST](https://www.captrust.com/locations/sacramento-ca/)\n[Downey Brand](https://www.downeybrand.com/)\n[US Bank](https://www.usbank.com/index.html)\n\nSILVER SPONSOR\n[HoyleCohen](https://hoylecohen.com/contact-us/hoylecohen-sacramento/)\n[Moss Adams](https://www.mossadams.com/about/locations/sacramento)\n[Sanli Pastore & Hill](https://www.sphvalue.com/)\n[Sacramento Region Community Foundation](https://www.sacregcf.org/)\n[Wallace & Toney Valuation Advisors](https://wallaceval.com/)\n\nBRONZE SPONSOR\n[Lucas Group Financial Planners](https://lucasplanners.com/)\n \n \n  \n\nFEE TO ATTEND\n In-Person (Non-Members): $295 In-Person (SEPC Members): $245 In-Person (First Time Attendees): $245 In-Person (NonProfit Attendees - employees of nonprofits): $195 Zoom Non-Members:  $125 Zoom SEPC Members: $100 \nRegistration closes Friday, May 13 at 5pm.\nRefund Policy: No refunds after May 13.\n
SUMMARY:2022 Estate Planning Forum - Sacramento Estate Planning Council 
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