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DTSTART:20260521T143000Z
DTEND:20260522T000000Z
LOCATION:McGeorge School of Law
UID:2894320260521T143000Z2026 SEPC Estate Planning Forum
DTSTAMP:20260408T015003Z
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 \nNew this Year: Casebook will not be printed. It will be available digitally to all attendees. \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. \nDetailed Agenda - Posted Closer to Event\nDay of Logistiics will be emailed on Tuesday, May 19.\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-fifth year will be live / virtual for 2026 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2026 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 2026 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[Beth Shapiro Kaufman | Lowenstein Sandler](/assets/Councils/SacramentoEPC-CA/userContent/files/Beth%20Shapiro%20Kaufman%20Bio.pdf)\nTopic ~  Tax Update\n\n[Stacie Nelson | Holland & Knight](/assets/Councils/SacramentoEPC-CA/userContent/files/Stacie%20Nelson%20Bio.pdf)\nTopic ~  Avoiding Roadblocks with Matured Bequests\nSpeaker Sponsor ~  [Wells Fargo](https://www.wellsfargo.com/investing-wealth/)\n  \n \n[Justin Miller ](/assets/Councils/SacramentoEPC-CA/userContent/files/Justin%20Miller%20Bio.pdf)[| ](/assets/Councils/SacramentoEPC-CA/userContent/files/Justin%20Miller%20Bio.pdf)[Evercore Wealth Management](/assets/Councils/SacramentoEPC-CA/userContent/files/Justin%20Miller%20Bio.pdf)\nTopic ~  Fiduciary Income Tax Overview: How Trusts and Estates Are Taxed\nSpeaker Sponsor ~  [Hanson Bridgett](https://www.hansonbridgett.com/)\n\n[Kelly J. Cooksey | Loeb & Loeb LLP](/assets/Councils/SacramentoEPC-CA/userContent/files/Kelly%20J%20Cooksey%20bio.pdf)  / [Anna K. Soliman | Sheppard](/assets/Councils/SacramentoEPC-CA/userContent/files/Anna_K__Soliman%20bio.pdf)\nTopic ~  Virtual Representation Statute\nSpeaker Sponsor ~  [US Bank Private Wealth Management](http://www.usbank.com/wealth-management/wealth-advisors-and-teams.html?ecid=PS_498935&ds_e=GOOGLE&ds_c=WMAN+CA_(Prospecting-BD)+General_BD_All_Exact_NAT_24461&ds_a=BD_Private+Banking_EX&ds_k=us+bank+private+wealth+management&ds_kids=401083062385&i=1&gclsrc=aw.ds&gad_source=1&gad_campaignid=1757844220&gclid=EAIaIQobChMImr-Gv-ikkwMVrSWtBh0QyTKnEAAYASAAEgJ7P_D_BwE)\n\n[Ryan Szczepanik | BNY Mellon ](/assets/Councils/SacramentoEPC-CA/userContent/files/Ryan%20Szczepanik%20bio.docx)\nTopic ~  Mastering the Sale – 2025 Insights for Private Business Owners\nSpeaker Sponsor ~  [Downey Brand](https://www.downeybrand.com/offices/sacramento/)\n\n[James P. Lamping | The Law Office of James P. Lamping](/assets/Councils/SacramentoEPC-CA/userContent/files/Jim%20Lamping%20Bio.pdf)\nTopic ~  The Post-Death Divorce: Litigating Spousal Fiduciary Breaches and Property Rights in the Postmortem Setting\nSpeaker Sponsor ~  [True Estate Loans](https://trueestateloans.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   \n2026 ESTATE PLANNING FORUM SPONSORS\n\nDIAMOND SPONSOR\n[Buchalter ~ Speaker Dinner Sponsor](https://www.buchalter.com/office/sacramento/)\n[Exchange Bank, Trust & Investment Management ~ Bag Sponsor](https://www.exchangebank.com/trust-investment)\n[Weintraub Tobin ~ Lanyard Sponsor](https://www.weintraub.com/practice-areas/trusts-estates/)\n\nPLATINUM SPONSOR\n[Downey Brand LLP - Speaker Sponsor](https://www.downeybrand.com/Offices/Sacramento/)\n[Gilbert CPAs ~ Raffle Sponsor](https://gilbertcpa.com/)\n[Hanson Bridgett LLP ~ Speaker Sponsor](https://www.hansonbridgett.com/)\n[The Sacramento Wealth Management Group at Morgan Stanley ~ Raffle Sponsor](https://advisor.morganstanley.com/the-sacramento-wealth-management-group)\n[True Estate Loans ~ Speaker Sponsor](https://trueestateloans.com/)\n[US Bank Private Wealth Management - Speaker Sponsor](http://www.usbank.com/wealth-management/wealth-advisors-and-teams.html?ecid=PS_498935&ds_e=GOOGLE&ds_c=WMAN+CA_(Prospecting-BD)+General_BD_All_Exact_NAT_24461&ds_a=BD_Private+Banking_EX&ds_k=us+bank+private+wealth+management&ds_kids=401083062385&i=1&gclsrc=aw.ds&gad_source=1&gad_campaignid=1757844220&gclid=EAIaIQobChMImr-Gv-ikkwMVrSWtBh0QyTKnEAAYASAAEgJ7P_D_BwE)\n[Wells Fargo Wealth & Investment Management - Speaker Sponsor](https://www.wellsfargoadvisors.com/private-wealth/index.htm?utm_medium=www-redirect&utm_source=theprivatebank)\n\nGOLD SPONSOR\n[Law Offices of Daniel  A. Hunt](https://dhtrustlaw.com/)\n[Lathrop GPM](https://www.lathropgpm.com/)\n[Walcott & Hartin LLC](https://whcalifornia.com/)\n\nBOOTH SPONSOR\n[Bond Services of California](https://bondservices.com/)\n[Geffen Real Estate](https://www.geffenrealestate.com/)\n\nSILVER SPONSOR\n[bakertilly](https://www.bakertilly.com/california)\n[BMO Wealth Management](https://uswealth.bmo.com/)\n[BNY Wealth](http://bny.com/wealth)\n[Boutin Jones Inc.](https://boutinjones.com/)\n[Joseph J. Blake and Associates, Inc.](https://www.josephjblake.com/)\n[Meissner Ruggles Thompson, Inc.](https://www.lawofficeinc.com/)\n[Nix Wealth Management](https://www.nixwealthmanagement.com/)\n[Sanli Pastore & Hill](https://www.sphvalue.com/)\n[Toney Valuation Advisors, Inc.](https://toneyval.com/)\n[Towerpoint Wealth, LLC](http://www.towerpointwealth.com)\n[True Wave Wealth Planners](https://truewavewealth.com/)  \n[Watson & Machado LLP](https://www.watsonmachado.com/index.html)\n[Windermere Signature Properties](https://windermereca.com/)\n \n\nNew this Year: Casebook will not be printed. It will be available digitally to all attendees. \n \nFEE TO ATTEND\n In-Person (Non-Members): $350 In-Person (SEPC Members): $285 In-Person (First Time Attendees): $285 In-Person (NonProfit Attendees - employees of nonprofits): $235 Student Fee (must use .edu email address to register): $125 Zoom Non-Members:  $245 Zoom SEPC Members: $195 \n\nPlease note there is 6 hours of MCLE credit pending. \n\nRegistration closes Thursday, May 14 at 5pm.\nRefund Policy: No refunds after May 14.\n
SUMMARY:2026 SEPC Estate Planning Forum - Sacramento Estate Planning Council 
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