As the rules shaping wealth, legacy and tax strategy shift, your clients look to you for clarity, confidence and a steady hand. That’s exactly why this annual gathering exists. CalCPA’s Estate & Trust Planning Conference brings together the sharpest CPAs, attorneys and financial advisors for a deep dive into what’s new, what’s changing and what’s coming next in this complex corner of the profession.

Across two days, you’ll explore emerging trends, smart planning opportunities, and real-world strategies you can put to work immediately. Expect high-level insights, practical guidance, and conversations with seasoned pros who live and breathe estate and trust work every day. It’s where top practitioners compare notes, sharpen their edge and stay ahead of the shifts before they hit the headlines.

Want the energy of a room full of experts? Join us in person for even more connection, conversation and those spontaneous “aha” moments you only get face-to-face.

Early bird pricing expires June 4, 2026. Agenda and speakers will be announced soon and are subject to change.