Estate and Trust Planning Conference 2026
Organized by California Society of Certified Public Accountants (CalCPA)
As the rules shaping wealth, legacy and tax strategy shift, your clients look to you for clarity, confidence and a steady hand.
- Dates
- Jul 16-17, 2026
- Location
- Newport Beach, CA
- Deadline
- Jun 4, 2026
- Attendees
- 500
- Vendors
- Unlock to view
About this conference
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.
Sponsorship options
In-person conference sponsorship packages: Bronze ($2,750), Silver ($5,500), Gold ($10,000), Platinum ($20,000). Add-ons are available including commercial videos, breakfast, lunch, coffee breaks, receptions, tote bags, and lanyards. Virtual conference sponsorship packages: Gold ($5,000).
Attendee roles and functions
Roles and teams represented at Estate and Trust Planning Conference 2026
Conference verticals
Public-sector and commercial markets covered by this event
Vendors at this conference
Unlock full vendor list
See sponsors, exhibitors, and vendors attending this conference.