---
type: "event"
title: "Estate and Trust Planning Conference 2027, Jul 15-16"
description: "CalCPA's two-day estate and trust planning conference, the flagship California event for CPAs advising on wealth transfer."
resource: "https://accounting.events/events/estate-and-trust-planning-conference/"
tags: ["event", "Tax", "United States", "2027"]
timestamp: "2026-09-03"
---

# Estate and Trust Planning Conference 2027

Estate and Trust Planning Conference 2027 runs Jul 15-16, 2027 in Manhattan Beach, California, with tickets from $790 (member early bird).

CalCPA's two-day estate and trust planning conference, the flagship California event for CPAs advising on wealth transfer, fiduciary income tax and trust administration.

- **When:** Jul 15-16, 2027 (dates published)
- **Where:** Manhattan Beach, California · United States
- **Organiser:** CalCPA Education Foundation
- **Format:** In person
- **Type:** Tax
- **CPE:** 16
- **Price:** $790 (member early bird)
- **Official site:** https://store.calcpa.org/catalog/activity/estate-and-trust-planning-conference-2027---1000005405

## Who it is for

For CPAs, tax preparers, estate planners, attorneys and financial planners. Sessions cover estate tax, trusts, wealth transfer, form 1041 and fiduciary accounting.

Source: https://www.calcpa.org/conferences (checked 2026-08-31)