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DTSTART:20250606T143000Z
DTEND:20250606T233000Z
LOCATION:McGeorge School of Law / Zoom
UID:2729320250606T143000Z2025 Estate Planning Forum Sponsorship Opportunities
DTSTAMP:20260409T091253Z
DESCRIPTION:\n                                \n \n \n  \nThursday, May 22, 2025\n \nLive and Virtual Forum\n\n2025 Estate Planning Forum Agenda will be posted in May.\n   \n[Estate Planning Forum\n Sponsorship Guide](/assets/Councils/SacramentoEPC-CA/userContent/files/2025%20Sponsorship%20Guide_Final(1).pdf)\n \nTo be included in the Estate Planning Forum casebook ads must be received\n NO LATER THAN\n TUESDAY, APRIL 29. NO EXCEPTIONS.\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\nThe Estate Planning Forum – now in its fifty-fourth year – 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\nThe 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   \nBecome a Sponsor\n \nIf you market to attorneys, accountants, financial planners, investment professionals, insurance professionals, valuation experts or professional fiduciaries, sponsorship of the Estate Planning Forum should be considered a critical component of your marketing mix.\n \n[Sponsorship Levels](/assets/Councils/SacramentoEPC-CA/userContent/files/2025%20Sponsorship%20Guide_Final(1).pdf)\n \nFor More Information\n Contact [Raquel Altavilla](mailto:raltavilla@comcast.net) Telephone: 916.715.5939   \n \n   \n \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)\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 \n \n \n \n
SUMMARY:2025 Estate Planning Forum Sponsorship Opportunities - Sacramento Estate Planning Council 
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