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12th Annual Jerry A. Kasner Estate Planning Symposium

September 29 @ 11:00 am - September 30 @ 6:00 pm

Donate to the Jerry A. Kasner Estate Planning Professorship Here

Jerry A. Kasner Estate Planning Symposium

View the 2016 Symposium Invitation

View Symposium Breakout Session Descriptions

ONLINE REGISTRATION HAS CLOSED. PLEASE REGISTER ONSITE AT THE SANTA CLARA CONVENTION CENTER.


Packer-sizedA message from Charles H. Packer, Esq., Chair of the 2016 Jerry A. Kasner Estate Planning Symposium Planning Committee:

We look forward to welcoming prior attendees as well as new attendees to our 12th Annual Jerry A. Kasner Estate Planning Symposium scheduled for Thursday, September 29 and Friday September 30, 2016 at the Santa Clara Convention Center.

We will again have a very exciting and diversified program with nationally recognized speakers offering topics of interest to estate planning attorneys, accountants and financial services professionals. In addition to advanced topics, there will be a “fundamentals track” offered.

Confirmed speakers to date include among others:

Professor Karen Boxx, University of Washington School of Law

Professor Sam Donaldson, Georgia State University College of Law

Paul Lee, Senior Regional Wealth Advisor, Northern Trust Company

Robert Temmerman, Partner, Temmerman, Cilley & Kohlmann, LLP

David Wheeler Newman, Partner, Mitchell Silberberg & Knupp LLP

For more information contact:

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

About Jerry A. Kasner


THANK YOU TO OUR 2016 SPONSORS:

PREMIER SPONSOR


PLATINUM SPONSOR

American Trust & Savings Bank


GOLD SPONSORS

Bessemer Trust

BNY Mellon Wealth Management

First Republic Private Wealth Management


SILVER SPONSORS

Financial Architects Partners

RBC Wealth Management/City National Bank

Technology Credit Union


BRONZE SPONSORS

AB Bernstein Private Wealth Management

Armanino LLP

Barulich Dugoni Law Group, Inc.

Berliner Cohen

Boston Private

Crist, Biorn, Shepherd & Roskoph

Empire Valuation Consultants

Family Wealth Advisors – Bank of the West Wealth Management – BNP Paribas Group

Hopkins & Carley, A Law Corporation

Seiler LLP

Sterling Foundation Management LLC

Triplett Financial & Insurance Services

Wells Fargo Private Bank


TABLE SPONSORS

Aaron, Riechert, Carpol & Riffle, APC

Abbott, Stringham & Lynch

Anderson Yazdi Hwang Minton + Horn LLP

Atlantic Trust Private Wealth Management

Boitano, Sargent & Lilly, LLP

Bonhams

Delucchi Hawn LLP

Ferrari Ottoboni Caputo & Wunderling LLP

FMV Valuation and Financial Advisory Services

Fremont Bank

Lakin Spears

Larry S. LaMantia, Jr., Attorney at Law

MARCUM LLP

The Nautilus Group

Pillsbury Winthrop

Ramsbacher Prokey Leonard LLP

Rusconi, Foster & Thomas APC

Stutz Law

Temmerman, Cilley & Kohlmann, LLP

Thoits Law

Thompson Jones LLP

WealthPLAN

Weber & Company, Inc.

Whittier Trust Company


EXHIBITORS

American Society of Appraisers

The Bryn Mawr Trust Company of Delaware

The Catholic Community Foundation

Clars Auction Gallery

ESOP Marketplace

ElderCounsel, LLC

Fiduciary Trust International

LiveHOME

North Point Trust Company

South Dakota Trust Company LLC

Valbridge Property Advisors | Hulberg & Associates


ACCOMMODATIONS

Hilton Santa Clara
Hilton
Hyatt Regency Santa Clara
hyatt santa clara

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Details

Start:
September 29 @ 11:00 am
End:
September 30 @ 6:00 pm
Event Category:

    12th Annual Jerry A. Kasner Estate Planning Symposium

  • September 29 @ 11:00 am - September 30 @ 6:00 pm