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11th Annual Jerry A. Kasner Estate Planning Symposium

September 17 @ 1:00 pm - September 18 @ 5:30 pm

Kasner-banner-2015

September 17, 2015 – 1:00 pm to 5:50 pm
September 18, 2015 – 8:00 am to 5:30 pm

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Symposium Schedule and Invitation
Accommodations
Symposium Sponsorship Rates

A message from Charles H. Packer, Esq., Chair of the 2015 Jerry A. Kasner Estate Planning Symposium Planning Committee:

We look forward to welcoming prior attendees as well as new attendees to our 11th Annual Jerry A. Kasner Estate Planning Symposium on Thursday September 17th and Friday September 18th, 2015. As you can see from the program below, we have a very exciting and diversified schedule with great speakers offering topics of interest to estate planning attorneys, accountants and financial services professionals. Thank you again to all of our sponsors and exhibitors who help to make the Symposium possible.

We hope that you will join us on Thursday September 17th and Friday September 18th, 2015.

We hope that you will join us on Thursday September 17th and Friday September 18th, 2015.

Marjorie Short, Santa Clara Law Alumni Relations
Phone: (408) 551-1748
Email: MJShort@scu.edu

About Jerry Kasner
Past Kasner Symposiums
Past Kasner Symposiums’ Materials


PREMIER SPONSOR


PLATINUM SPONSOR

American Trust & Savings Bank

Ascent Private Capital Management & The Private Client Reserve of U.S. Bank Wealth Management


GOLD SPONSORS

BNY Mellon Wealth Management

Financial Architects Partners

First Republic Bank


SILVER SPONSOR

Technology Credit Union


BRONZE SPONSORS

Armanino LLP

Barulich Dugoni Law Group, Inc.

Berliner Cohen

Bessemer Trust

Boston Private Bank & Trust Company

Crist, Biorn, Shepherd & Roskoph

Empire Valuation Consultants

Hopkins & Carley, A Law Corporation

RBC Wealth Management

Seiler LLP

Triplett Financial & Insurance Services


TABLE SPONSORS

Aaron, Riechert, Carpol & Riffle, APC

Abbott, Stringham & Lynch

Anderson Yazdi Hwang Minton + Horn LLP

Atlantic Trust Private Wealth Management

Bernstein Global Wealth Management

Boitano, Sargent & Lilly, LLP

Bonhams

City National Bank

Delucchi Hawn LLP

Ferrari Ottoboni Caputo & Wunderling LLP

FMV Opinions, Inc.

Fremont Bank

Larry S. LaMantia, Jr., Attorney at Law

The Nautilus Group

Pillsbury Winthrop

Ramsbacher Prokey Leonard LLP

Rusconi, Foster & Thomas APC

Stutz Law

Temmerman, Cilley & Kohlmann, LLP

Thoits Law

Thompson Jones LLP

Union Bank

WealthPLAN

Weber & Company, Inc.

Wells Fargo Private Bank

Whittier Trust Company


MEDIA SPONSOR

Trusts and Estates Magazine


EXHIBITORS

Alliance Trust Company

The Bryn Mawr Trust Company of Delaware

North Point Trust Company

South Dakota Trust Company LLC

Valbridge Property | Hulberg

The Catholic Community Foundation


ACCOMMODATIONS

Beverly Heritage Hotel
Beverly Heritage
Hilton Santa Clara
Hilton
Biltmore Hotel Santa Clara
Biltmore

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Details

Start:
September 17 @ 1:00 pm
End:
September 18 @ 5:30 pm
Event Category:

Organizer

Law Alumni
Phone:
(408) 551-1748

Venue

Santa Clara Convention Center
5001 Great America Parkway,, Santa Clara, CA 95054 United States
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Website:
law.scu.edu/hightech

    11th Annual Jerry A. Kasner Estate Planning Symposium

  • September 17 @ 1:00 pm - September 18 @ 5:30 pm
  • Santa Clara Convention Center