BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20260423T000000Z
DTEND:20260423T023000Z
LOCATION:Sutter Club (California Room)
UID:2820920260423T000000ZSEPC April Meeting 
DTSTAMP:20260421T014936Z
DESCRIPTION:\n\n \n\nApril Meeting\nPlanning for What’s Next: Strategizing Within the New Tax Framework\n\nSpeaker\n[Katie Gardner, J.D., Director, Institute for Trust and Estate Planning - Bernstein](/assets/Councils/SacramentoEPC-CA/userContent/files/Katie%20Gardner.pdf)\n\nDescription\nNow that the One Big Beautiful Bill (OBBBA) has passed and exemptions have been increased and deemed permanent, questions remain for high-net-worth individuals regarding options to eliminate estate taxes. \n\n During the past years, as we anticipated the exemption rates to sunset and be significantly reduced, some individuals created plans and funded Grantor Trusts to reduce the size of their estates altogether.  With a permanent and large exemption, they may be having second thoughts about work that has been completed; however, they still have the option to convert their trusts to a non-grantor status. \n\n Other individuals did not make any plans, and their estates continue to grow.  They may want to consider gifting now and funding Grantor Trusts to eliminate estate taxes in the future. \n\n Using Financial modeling, this presentation will illustrate and discuss options for individuals given the permanent estate tax exemption forecast with OBBBA in various circumstances. \n \nMenu\n Salad\n CRANBERRY WALNUT SALAD (VG)  | mixed greens, house dressing, cranberries, walnuts\n \nEntrees\n HERB ROASTED HALF CHICKEN  (GF) | lemon risotto, grilled broccolini, chicken jus\n PAN SEARED SALMON | pilaf and haricot vert\n PASTA  PUTTANESCA  (V)  |  Rigatoni tomato, olives, capers, garlic, chili flake\n \nDessert\n LEMON TART  | toasted meringue\n \n\nAgenda\n Registration/Cocktails: 5:00 p.m.\n Meeting/Dinner: 5:45 p.m.\n Presentation: 6:30 p.m. - 7:30 p.m.\n \n\nFor More Information\n Contact: Raquel Altavilla\n Phone: 916.715.5939\n Email: admin@sacepc.org\n\nPlease note there is 1 hour of MCLE credit pending. \n\nNonmembers who wish to attend this program, contact Raquel Altavilla at admin@sacepc.org who can assist you with registering.\n \n\nRegistration closes on Wednesday, April 15.  No refunds after April 15.\n
SUMMARY:SEPC April Meeting  - Sacramento Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR