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DTSTART:20230519T150000Z
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LOCATION:McGeorge School of Law
UID:2346720230519T150000Z2023 SEPC Estate Planning Forum
DTSTAMP:20260408T101844Z
DESCRIPTION:\n \n   \n \n   \n \n   \nMcGeorge School of Law\n Lecture Hall (#18 on map)\n 3200 Fifth Avenue, Sacramento\n[McGeorge School of Law Campus Map](http://www.sacepc.org/assets/Councils/SacramentoEPC-CA/userContent/files/McGeorgeCampusMap.pdf)\n\n[Estate Planning Forum Agenda](/assets/Councils/SacramentoEPC-CA/userContent/files/2023%20SEPC%20Agenda%20051923.pdf)\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-second year will be live / virtual for 2023 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2023 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 2023 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 2023 Estate Planning Forum.\n\nPRESENTERS\n \n\n\n   ANDREW KATZENSTEIN \n   Proskauer Rose LLP\n \n\n\n\n                                     \n                                                                    \n \n  THOMAS J. PAULOSKI                                        \n   Bernstein Private Wealth Mgmt.\n\n\n\n\n\n\n\nTopic ~  Over-Rated? How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning\n \n \n \n\n   PAUL S. LEE\n   Investment Offices Group Northern Trust\n \n\n\n\n\n\n\n\nTopic ~ Conquering Subchapter K(ryptonite): Fundamentals of Partnership Taxation for Estate Planners\n  \n \n\n \n\n   BRYAN CLONTZ\n   Charitable Solutions, LLC\n \n\n\n\n\n\n\nTopic ~ Top 10 Charitable Trends Every Advisor Should Know in 2023\n \n\n \n \n  KAREN SUGIHARA\n   BNY Mellon Wealth Management\n\n\n\n  \n \nTopic ~  Tales from the Darkside: What Corporate Fiduciaries Wish Advisors Would Consider and Discuss with Clients\n  \n  \nFor More Information\n Contact [Raquel Altavilla](mailto:raltavilla@comcast.net) Telephone: 916.715.5939 Address: SEPC, PO Box 19942, Sacramento, CA 95819 \n\nTHANK YOU TO OUR 2023 ESTATE PLANNING FORUM SPONSORS\n\nDIAMOND SPONSOR\n[The Burton Law Firm](https://burtonlawfirm.com/) ~ Speaker Sponsor\n[Exchange Bank, Trust & Investment Management](https://www.exchangebank.com/trust-investment/) ~ Lunch Sponsor\n[Weintraub Tobin](https://www.weintraub.com/) ~ Bag Sponsor\n\nPLATINUM SPONSOR\n[Alliance Trust Company](https://alliancetrustcompany.com/)\n[Buchalter](https://www.buchalter.com/offices/sacramento-law-firm/#attorneys)\n[Gilbert CPAs](https://gilbertcpa.com/)\n[Hanson Bridgett](https://www.hansonbridgett.com/)[ LLP](http://www.hansonbridgett.com/)\n[Moss Adams](https://www.mossadams.com/home) - ~ Speaker/Wine Sponsor\n[US Bank, Private Wealth Management](https://www.usbank.com/wealth-management/private-wealth-management/sacramento-ca.html)\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/) ~ Speaker/Raffle Sponsor\n \nGOLD SPONSOR\n[BNY Mellon](https://www.bnymellonwealth.com/about-us/locations/san-francisco.html)\n[CAPTRUST](https://www.captrust.com/locations/sacramento-ca/)\n[Crowe LLP](https://www.crowe.com/about-us/our-offices/sacramento)\n[Downey Brand](https://www.downeybrand.com/)[ LLP](http://www.downeybrand.com/)\n\nSILVER SPONSOR\n[Bank of the West Wealth Management](https://www.bankofthewest.com/Wealth-Management)\n[Boutin Jones Inc.](https://boutinjones.com/)\n[Craig Cares](https://www.craigcares.com/)\n[HoyleCohen](https://hoylecohen.com/contact-us/hoylecohen-sacramento/)\n[MPI Valuation](https://mpival.com/services/?gclid=EAIaIQobChMI5Jm9_fnt_QIVZw6tBh1wdwGKEAAYASAAEgLjivD_BwE)\n[Sacramento Region Community Foundation](https://www.sacregcf.org/)\n[UC Davis, Planned Giving](https://plannedgiving.ucdavis.edu/)\n[Wallace & Toney Valuation Advisors, Inc.](https://wallaceval.com/)\n\nBRONZE SPONSOR\n[Lucas Group Financial Planners](https://lucasplanners.com/)\n[Placer Community Foundation](https://placercf.org/)\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:  $195 Zoom SEPC Members: $145 \nRegistration closes Friday, May 12 at 5pm for In Person Attendees\nRegistration closes Tuesday, May 16 at 5pm for Zoom Attendees\n\nRefund Policy: No refunds after May 12.\n  \n \n
SUMMARY:2023 SEPC Estate Planning Forum - Sacramento Estate Planning Council 
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