2025 Estate Planning Forum Sponsorship Opportunities

Date: Thursday, May 22, 2025
Time: 7:30am - 4:30pm
Location: McGeorge School of Law / Zoom
Speaker: Various

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Thursday, May 22, 2025

Live and Virtual Forum

2025 Estate Planning Forum Agenda will be posted in May.

Estate Planning Forum
Sponsorship Guide

To be included in the Estate Planning Forum casebook ads must be received
NO LATER THAN
TUESDAY, APRIL 29. NO EXCEPTIONS.

   

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 – 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.

Become a Sponsor

If 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.

Sponsorship Levels

For More Information

 

 

2025 ESTATE PLANNING FORUM SPONSORS

DIAMOND SPONSOR
Weintraub Tobin ~ Speaker Sponsor

PLATINUM SPONSOR

Buchalter ~ Speaker Sponsor
CLOANC Trust & Estate Loans ~ Speaker Sponsor
Exchange Bank, Trust & Investment Management
Hanson Bridgett LLP
~ Speaker Sponsor
Moss Adams ~ Speaker Sponsor
Wells Fargo Private Bank


GOLD SPONSOR
Bequest
BMO Wealth Management, Trusts & Estates Planning
CAPTRUST
Downey Brand LLP
Gilbert CPAs
The Law Offices of Daniel A. Hunt

Meissner Ruggles Thompson, Inc.
US Bank, Private Wealth Management

Walcott & Hartin LLC

SILVER SPONSOR
AltavView Advisors LLC
Boutin Jones Inc.
Crowe LLP

Eisner Advisory Group LLC
Focus Partners | Wealth
Joseph J. Blake and Associates, Inc.
Sanli Pastore & Hill
Toney Valuation Advisors


BRONZE SPONSOR
Huber Fox P.C.
Lucas Group Financial Planners
Westamerica Bank

 

 

 

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