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DTSTART:20270520T150000Z
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LOCATION:McGeorge School of Law / Zoom
UID:3059420270520T150000Z2027 Estate Planning Forum Sponsorship Opportunities
DTSTAMP:20261017T233755Z
DESCRIPTION:\n                                \n\n \n\nThursday, May 20, 2027\n\nLive and Virtual Forum\n\n2027 Estate Planning Forum Agenda will be posted in May.\n\nEstate Planning Forum\nSponsorship Guide\n\nTo be included in the Estate Planning Forum electronic casebook ads must be received\nNO LATER THAN\nFRIDAY, APRIL 23. NO EXCEPTIONS.\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\nThe Estate Planning Forum – now in its fifty-sixth year – 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\nThe 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 2027 Estate Planning Forum.\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\nSponsorship Levels\n\nFor More Information\nContact [Raquel Altavilla](mailto:raltavilla@comcast.net)Telephone: 916.715.5939  \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 \n\n \n\n \n
SUMMARY:2027 Estate Planning Forum Sponsorship Opportunities - Sacramento Estate Planning Council 
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