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BEGIN:VEVENT
DTSTART:20270520T150000Z
DTEND:20270521T000000Z
LOCATION:McGeorge School of Law
UID:3059320270520T150000Z2027 SEPC Estate Planning Forum
DTSTAMP:20261017T233649Z
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 \nNote: Casebook will not be printed. It will be available digitally to all attendees. \n \nDetailed EPF Agenda posted closer to event.\n Day of Logistics will be emailed on Tuesday, May 18.\n\n The 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-sixth year will be live / virtual for 2027 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2027 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 2027 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 2026 Estate Planning Forum.\n\nPresenters\nComing Soon\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[Baker Tilly](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\nNote: 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 Friday, May 14 at 5pm.\nRefund Policy: No refunds after May 14.\n
SUMMARY:2027 SEPC Estate Planning Forum - Sacramento Estate Planning Council 
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