Sacramento Technical Forum

Date: Tuesday, January 31, 2017
Time: 7:45am - 6:00pm
Location: University of the Pacific - McGeorge School of Law
Speaker: M. Read Moore, John Prokey, Mark Higgins, Shane Nolan & Matt Clausen

Please join the Sacramento Estate Planning Council for its annual Technical Forum.  Detailed information regarding the agenda, registration and sponsorships is available at:  Registration includes Breakfast, lunch, wine reception and networking.

Presenters and Topics

M. Read Moore - McDermott Will & Emery

  • A New World Order for Estate Planners (or Why Is It So Difficult to Open a Bank Account)?
  • The Devil is in the Details: Important Tax Administration and Procedural Rules for Estate Planners
  • Frozen Brain: Estate Planning Strategies for QTIP Trust Assets

John Prokey - Ramsbacher Prokey Leonard LLP
and Mark Higgins - Higgins, Marcus & Lovett, Inc.

  • Legal Aspects/Issues with Valuations

Shane Nolan - Wells Fargo Investment Institute

  • Alternative Investments

Matt  Clausen - Adler & Colvin

  • Charitable Gifts of Business Interests
Related Link(s):

See Upcoming Event Calendar