About Us

Established in America’s Finest City, San Diego has hosted the Forum since 1980. Formerly known as the Southern California Tax & Estate Planning Forum, The Tax & Estate Planning Forum has been a renowned, accredited, and approved MCLE provider by the State Bar of California, the California Board of Legal Specialization in the areas of Estate Planning, Trust and Probate Law, Taxation Law, and other State Bars and MCLE agencies across the nation for 40 years. As a nationally recognized continuing professional education provider, each year we provide roughly 19-23 hours of MCLE credit with Bias, Substance Abuse, & Ethics.

Our seminars are 3 days long with guest lecturers such as, Jonathan Blattmachr, Natalie Choat, Sam Donaldson, Keith Schiller, Robert J. Ambrogi, etc. The seminar is held at the Grand Hyatt Hotel with post-seminar events and networking opportunities around the city.

Come visit us here in sunny San Diego for your MCLE credit!