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Upcoming events

    • June 12, 2026
    • 8:00 AM - 4:45 PM
    • The City Club of San Francisco, 155 Sansome St 10th floor, San Francisco, CA, 94104
    Register

    Estate and Legacy Planning: The Good, the Bad, and the Ugly Under the One Big Beautiful Bill Act

    RSVP Deadline: June 9, 2026

    Join us for an exceptional lineup of topics and panel discussions to examine how the landscape for estate and legacy planning has changed dramatically with the One Big Beautiful Bill Act. Most importantly, we’ll be talking about questions your clients are probably already asking you.

    Review the full agenda with speaker and topic details here.

    Early Bird Registration ends on May 15.

    After May 15, registration increases by $50. Reservations needed by June 10.

    Please share information about this great event with your network.
    2026 SFEPC Annual Symposium and Social Flyer

    Symposium registration includes attendance at the Summer Social, which takes place directly after the program ends.

    Cancellations must be received three business days prior to the meeting.

    • June 12, 2026
    • 4:45 PM - 6:30 PM
    • The City Club of San Francisco, 155 Sansome St 10th floor, San Francisco, CA, 94104
    Register

    2026 SFEPC Annual Summer Social

    NOTE: Symposium registration includes attendance at the Summer Social. Members and guests are welcome to attend the Social only, as well, but must register for this event directly.

    RSVP Deadline: June 9, 2026

    Our ever-popular summer social will take place immediately after the last session of the Summer Symposium.

    Cap the day with the SFEPC Summer Social, a beer-and-wine reception with heavy appetizers and even richer networking and conversation. This hosted social brings together attendees, panelists, and sponsors in a relaxed setting designed for the kind of conversation that doesn't fit in a Q&A. 

    Please share information about this great event with your network.
    2026 SFEPC Annual Symposium and Social Flyer



Past events

May 20, 2026 Planning With, and The Pitfalls of SLATs, A Cautionary Tale of Two Trusts
March 18, 2026 Trusts & Taxes in the Golden State: Cracking the Code
January 21, 2026 OB3 and Me: What Estate Planners Need to Know About the New Tax Act
November 19, 2025 Charitable Planning in 2026 – The Beautiful and Not So Beautiful Impacts of Recent Federal Tax Legislation
September 17, 2025 Working Through Family Conflict Before and After Death By Use Of Mediation
June 05, 2025 2025 SFEPC Annual Summer Social
June 05, 2025 2025 SFEPC Annual Estate Planning Symposium
May 21, 2025 GST Tax Planning + Developments
March 19, 2025 2024 Updates and a View of 2025: Are You Ready for the Latest Misinformation and Lies?
January 15, 2025 Planners Plan and Litigators Laugh: How Will a Court Interpret Your Well-Intended Plan?
November 20, 2024 Trust and Estate Planning for Retirement Accounts
September 18, 2024 Recent Developments in Estate and Gift Tax at the IRS
June 14, 2024 SFEPC/GGU Annual Trust and Estate Summer Symposium
June 13, 2024 SFEPC Summer Social
May 15, 2024 The California Uniform Directed Trust Act: Better Late Than Never
March 20, 2024 Hot Topics in CA State and Local Taxation
January 17, 2024 Resting Easy: Proactively Addressing One’s Care Both Approaching and Following End of Life
November 29, 2023 Year-End Charitable Planning
October 17, 2023 San Francisco Estate Planning Council Fall Soiree Hosted by Bonhams
September 20, 2023 Recent Developments in Estate and Gift Tax at IRS
May 17, 2023 Goblins Lamentation List: Unscrambling “Installment Obligations”
March 15, 2023 Federal Tax Update
January 18, 2023 Estate Planning for Blended Families: Yours, Mine and Ours
November 16, 2022 The Future of Qualified Small Business Stock: A Review of Current Practices and Consideration of the Unanswered Questions
September 28, 2022 Achieving Audit Readiness: A Litigator’s Look at the IRS’s Transfer Tax Focus Issues
May 18, 2022 SFEPC - May 18, 2022 Meeting - The Forgotten 40 Acres: Repairing Racial Wealth Disparity Using the Estate Tax and New Charitable Incentives.
April 20, 2022 San Francisco Estate Planning Council Reception Hosted by Bonhams
March 16, 2022 SFEPC - March 16, 2022 Meeting - Estate Planning Current Developments
January 19, 2022 SFEPC - January 19, 2022 Meeting - Assets Protection in California

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