SACRAMENTO ESTATE PLANNING COUNCIL

McGeorge School of Law
Lecture Hall (#18 on map)
3200 Fifth Avenue, Sacramento
McGeorge School of Law Campus Map

Parking (please read below):

• Street parking is available at no cost.
• Parking Lots 6 & 7 (see attached map) 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.

Detailed Agenda (posted closer to event date)

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.

The Estate Planning Forum – now in its fifty-fourth year will be live / virtual for 2025 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2025 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.

The 2025 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.

Presenters
Tiffany Teel  House, CAP®, CEPA®, FCEP - Tax & Estate Strategy
Topic ~  Gifts of Real Estate Assets
Speaker Sponsor ~  Buchalter

Philip J. Hayes, Senior Vice President West Region Wealth Advisor - Northern Trust
Topic ~  California Directed Trusts - A Big Step Forward for California Trust Law, But What Happens Now?
Speaker Sponsor ~  Hanson Bridgett

Emily Koochel, Ph.D., AFC®, CFT™ BFA  Manager, Financial Wellness - eMoney
Topic ~  The Psychology of Legacy: Integrating Financial Psychology into Estate Planning Conversations
Speaker Sponsor ~  CLOANC

Samuel Donaldson, Professor of Law - Georgia State University
Topic ~  Recent Tax Developments in Estate Planning
Speaker Sponsor ~  Moss Adams

Erin Norcia, Partner - Temmerman, Cilley, Kohlmann & Norcia, LLP
Topic ~  TBD
Speaker Sponsor ~  Weintraub Tobin