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DTSTART:20240530T143000Z
DTEND:20240531T000000Z
LOCATION:McGeorge School of Law
UID:2495720240530T143000Z2024 SEPC Estate Planning Forum
DTSTAMP:20260408T014757Z
DESCRIPTION:\n \n   \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 \nParking (please read below):\n Street parking is available at no cost. Parking Lots 6 & 7 [(see attached map)](/assets/Councils/SacramentoEPC-CA/userContent/files/SAC-map-21.pdf) are open to first come, first served – no cost to park Attendees are allowed to park in any parking lots. The cost is $8. Pay by downloading the Passportparking App. No parking is allowed in the spaces marked as follows:  “D”, Dean; “F”, Faculty; and McGeorge Maintenance Vehicle. \n[Detailed Agenda](/assets/Councils/SacramentoEPC-CA/userContent/files/2024%20SEPC%20Agenda.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-third year will be live / virtual for 2024 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2024 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 2024 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[Juan C. Ros, CFP®, AEP®, CEPA®, CVGA® - Forum Financial Management](/assets/Councils/SacramentoEPC-CA/userContent/files/Juan%20Ros%20Bio.pdf)\nTopic ~  Maximizing Impact\n\n[Benjamin Riley, CEO - Cognitive Resonance](/assets/Councils/SacramentoEPC-CA/userContent/files/Benjamin%20Riley%20Bio.pdf)\nTopic ~  Planning for an AI future\n\n[Samuel Donaldson, Professor of Law - Georgia State University](https://www.sacepc.org/assets/Councils/SacramentoEPC-CA/userContent/files/sam%20donaldson%20bio.pdf)\nTopic ~  Recent Tax Developments in Estate Planning\nSpeaker Sponsor ~  [Moss Adams](https://www.mossadams.com/about/locations/sacramento)\n\n[Erika Gasaway, Shareholder - Hopkins & Carley](/assets/Councils/SacramentoEPC-CA/userContent/files/Gasaway_Erika_Bio.pdf) / [Jennifer F. Scharre, Partner - Coblentz Patch Duffy & Bass LLP](/assets/Councils/SacramentoEPC-CA/userContent/files/jennifer%20scharre%20bio.pdf)\nTopic ~  Planners plan and litigators laugh: how will a court interpret your well-intended plan?\nSpeaker Sponsor ~  [Buchalter](https://www.buchalter.com/)\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   \n2024 ESTATE PLANNING FORUM SPONSORS\n\nDIAMOND SPONSOR\n[Weintraub Tobin](https://www.weintraub.com/contact/sacramento/) ~ Bag Sponsor\n\nPLATINUM SPONSOR\n[Alliance Trust Company](https://alliancetrustcompany.com/)\n[Buchalter ](https://www.buchalter.com/offices/sacramento-law-firm/#attorneys)~ Speaker Sponsor\n[Hanson Bridgett](https://www.hansonbridgett.com/locations/sacramento)\n[Moss Adams](https://www.mossadams.com/home) ~ Speaker Sponsor\n[Fennemore - Formerly WKBKY LLP](https://www.fennemorelaw.com/)\n[Wells Fargo Advisors](https://www.wellsfargoadvisors.com/)\n\nGOLD SPONSOR\n[CAPTRUST](https://www.captrust.com/locations/california/sacramento-ca/?utm_source=gmb&utm_medium=organic)\n[Downey Brand](https://www.downeybrand.com/offices/sacramento/)\n[Exchange Bank, Trust & Investment Management](https://www.exchangebank.com/trust-investment/)\n[Gilbert CPAs](https://gilbertcpa.com/)\n[Meissner Joseph Ruggles, Inc.](https://www.lawofficeinc.com/)\n[The Sierra View Group at Morgan Stanley](https://advisor.morganstanley.com/the-sierra-view-group)\n[US Bank, Private Wealth Management](https://www.usbank.com/wealth-management/private-wealth-management/sacramento-ca.html)\n\nSILVER SPONSOR\n[BMO Wealth Management](https://uswealth.bmo.com/)\n[Boutin Jones Inc.](http://boutinjones.com/)\n[Crowe LLP](https://www.crowe.com/about-us/our-offices/sacramento)\n[HoyleCohen](https://hoylecohen.com/contact-us/hoylecohen-sacramento/)\n[Joseph J. Blake and Associates, Inc.](http://www.JosephJBlake.com)\n[MPI Valuation](https://mpival.com/)\n[Placer Community Foundation](https://www.placercf.org/)\n \n[Reliable Document Retrieval, Inc](https://www.reliabledocs.com/).\n[Sanli Pastore & Hill](https://www.sphvalue.com/)\n[Sutter Health Philanthropy](https://www.sutterhealth.org/giving)\n[UC Davis, Planned Giving](https://plannedgiving.ucdavis.edu/)\n[Walcott & Hartin, LLC](https://whcalifornia.com/)\n[Wallace & Toney Valuation Advisors, Inc.](https://wallaceval.com/)\n\nBRONZE SPONSOR\n[Lucas Group Financial Planners](https://lucasplanners.com/)\n[Westamerica Bank](https://www.westamerica.com/personal/services/)\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 24 at 5pm.\nRefund Policy: No refunds after May 24.\n  \n \n
SUMMARY:2024 SEPC Estate Planning Forum - Sacramento Estate Planning Council 
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