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DTSTART:20250522T143000Z
DTEND:20250523T000000Z
LOCATION:McGeorge School of Law
UID:2704420250522T143000Z2025 SEPC Estate Planning Forum
DTSTAMP:20260307T112711Z
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](/assets/Councils/SacramentoEPC-CA/userContent/files/McGeorge_Campus%20Map4-2025.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/2025%20SEPC%20Agenda%20FINAL%204-23-25.docx)\nDay of Logistiics will be emailed on Wednesday, May 21.\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-fourth year will be live / virtual for 2025 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2025 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 2025 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 2025 Estate Planning Forum.\n\nPresenters\n[Tiffany Teel  House, CAP®, CEPA®, FCEP - Tax & Estate Strategy](/assets/Councils/SacramentoEPC-CA/userContent/files/Tifffany%20Teel%20House%20bio.pdf)\nTopic ~  Gifts of Real Estate Assets\nSpeaker Sponsor ~  [Buchalter](https://www.buchalter.com/)\n\n[Philip J. Hayes, Senior Vice President West Region Wealth Advisor - Northern Trust](/assets/Councils/SacramentoEPC-CA/userContent/files/Philip%20Hayes%20Bio.pdf)\nTopic ~  California Directed Trusts - A Big Step Forward for California Trust Law, But What Happens Now?\nSpeaker Sponsor ~  [Hanson Bridgett](https://www.hansonbridgett.com/)\n\n[Emily Koochel, Ph.D., AFC®, CFT™ BFA  Manager, Financial Wellness - eMoney](/assets/Councils/SacramentoEPC-CA/userContent/files/Emily%20Koochel.pdf)\nTopic ~  The Psychology of Legacy: Integrating Financial Psychology into Estate Planning Conversations\nSpeaker Sponsor ~  [CLOANC](https://cloanc.com/)\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\n[Erin Norcia, Partner - Temmerman, Cilley, Kohlmann & Norcia, LLP](/assets/Councils/SacramentoEPC-CA/userContent/files/Erin%20Norcia%20bio.pdf)\nTopic ~  Estate Law Updates You Should Know\nSpeaker Sponsor ~  [Weintraub Tobin](https://www.weintraub.com/contact/sacramento/)\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   \n2025 ESTATE PLANNING FORUM SPONSORS\n\nDIAMOND SPONSOR\n[Weintraub Tobin](https://www.weintraub.com/contact/sacramento/) ~ Bag Sponsor\n\nPLATINUM SPONSOR\n[Buchalter](https://www.buchalter.com/offices/sacramento-law-firm/#attorneys) ~ Speaker Sponsor\n[CLOANC Trust & Estate Loans](https://cloanc.com/) ~ Speaker Sponsor\n[Exchange Bank, Trust & Investment Management](https://www.exchangebank.com/trust-investment) ~ Raffle Sponsor\n[Hanson Bridgett LLP](https://www.hansonbridgett.com/) ~ Speaker Sponsor\n[Moss Adams](https://www.mossadams.com/home) ~ Speaker Sponsor\n[Wells Fargo Private Bank](https://www.wellsfargo.com/the-private-bank/)\n\nGOLD SPONSOR\n[Bequest](https://bequest.com/)\n[BMO Wealth Management, Trusts & Estates Planning](https://uswealth.bmo.com/our-services/trust-estate/)\n[CAPTRUST](https://www.captrust.com/locations/california/sacramento-ca/?utm_source=gmb&utm_medium=organic)\n[Downey Brand LLP](https://www.downeybrand.com/)\n[Gilbert CPAs](https://gilbertcpa.com/)\n[The Law Offices of Daniel A. Hunt](https://www.dhtrustlaw.com/)\n[Meissner Ruggles Thompson, Inc.](https://www.lawofficeinc.com/)\n[US Bank, Private Wealth Management](https://www.usbank.com/wealth-management/private-wealth-management/sacramento-ca.html)\n[Walcott & Hartin LLC](https://whcalifornia.com/)\n\nSILVER SPONSOR\n[AltavView Advisors LLC](https://www.altaviewadvisors.com/)\n[Boutin Jones Inc.](https://boutinjones.com/)\n[Crowe LLP](https://www.crowe.com/about-us/our-offices/sacramento?utm_source=gmb&utm_medium=Yext)\n[Eisner Advisory Group LLC](https://www.eisneramper.com/)\n[Focus Partners | Wealth](https://wealth.focuspartners.com/)\n[Joseph J. Blake and Associates, Inc.](https://www.josephjblake.com/)\n[Sanli Pastore & Hill](https://www.sphvalue.com/)\n[Toney Valuation Advisors](https://toneyval.com/)\n\nBRONZE SPONSOR\n[Huber Fox P.C.](https://www.huberfox.com/)\n[Lucas Group Financial Planners](https://lucasplanners.com/)\n[Westamerica Bank](https://www.westamerica.com/)\n \n\n\nFEE TO ATTEND\n In-Person (Non-Members): $315 In-Person (SEPC Members): $265 In-Person (First Time Attendees): $265 In-Person (NonProfit Attendees - employees of nonprofits): $215 Zoom Non-Members:  $225 Zoom SEPC Members: $175 \nIn Person Registration closes Friday, May 16 at 5pm.\nZoom Registration closes Monday, May 19 at 5pm.\nRefund Policy: No refunds after May 16.\n
SUMMARY:2025 SEPC Estate Planning Forum - Sacramento Estate Planning Council 
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