The Sacramento Estate Planning Council is an interdisciplinary group of professionals who help clients with wealth management and transfer issues. For over 60 years, the Council has provided a forum for members in several professional categories to learn about estate planning and administration in a collegial environment.
Some of our members are new to their fields while others are veterans. We enjoy the diverse nature of our backgrounds and practices, and the opportunities for collaboration.
We have seven evening programs each year at the beautiful and historic Sutter Club, starting with a social hour and concluding with a high quality speaker. The meetings are generally held on the fourth Wednesday of the month, starting in September. We have an Estate Planning Forum held in May, a day-long event at McGeorge School of Law with nationally-recognized presenters. And we look forward to a holiday party in December and an equally festive annual meeting in May.
We are always looking for new members to join our group. Please attend one of our events as a guest of one of our members. If you do not know a member of the Council, please email our chapter executive, Raquel Altavilla, and she will make arrangements for you to visit us.
We thank you for your interest in the Council and hope to see you soon at one of our events.
Cheers,
Lynn Swenson
SEPC President
SVP, Senior Trust Advisor
Wells Fargo Private Bank
Michael Boyd
SEPC Membership Chair
CPA, Managing Partner
Obsidian Tax and Consulting Services
THANK YOU TO OUR 2026 ESTATE PLANNING FORUM SPONSORS
DIAMOND SPONSOR
Buchalter ~ Speaker Dinner Sponsor
Exchange Bank, Trust & Investment Management ~ Bag Sponsor
Weintraub Tobin ~ Lanyard Sponsor
PLATINUM SPONSOR
Downey Brand LLP - Speaker Sponsor
Gilbert CPAs ~ Raffle Sponsor
Hanson Bridgett LLP ~ Speaker Sponsor
The Sacramento Wealth Management Group at Morgan Stanley ~ Raffle Sponsor
True Estate Loans ~ Speaker Sponsor
US Bank Private Wealth Management - Speaker Sponsor
Wells Fargo Wealth & Investment Management - Speaker Sponsor
GOLD SPONSOR
Law Offices of Daniel A. Hunt
Lathrop GPM
Walcott & Hartin LLC
BOOTH SPONSOR
Bond Services of California
Geffen Real Estate
SILVER SPONSOR
Baker Tilly
BMO Wealth Management
BNY Wealth
Boutin Jones Inc.
Joseph J. Blake and Associates, Inc.
Meissner Ruggles Thompson, Inc.
Nix Wealth Management
Sanli Pastore & Hill
Toney Valuation Advisors, Inc.
Towerpoint Wealth, LLC
True Wave Wealth Planners
Watson & Machado LLP
Windermere Signature Properties
