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12th Annual Jerry A. Kasner Estate Planning Symposium

September 29 @ 1:00 pm - September 30 @ 5:00 pm

Jerry A. Kasner Estate Planning Symposium

REGISTER TO BE A SPONSOR

INFORMATION ABOUT SPONSORSHIP LEVELS

A 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

Please check back on this website frequently, as we will update it as the Symposium program is finalized and 2016 registration opens.

Thank you again to all of our sponsors and exhibitors who help to make the Jerry A. Kasner Estate Planning Symposium possible.

 

For more information contact:

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

Registration Coming in Mid-June

About Jerry Kasner
Past Kasner Symposiums
Past Kasner Symposiums’ Materials


THANK YOU TO OUR 2016 SPONSORS:

PREMIER SPONSOR


PLATINUM SPONSOR

American Trust & Savings Bank


GOLD SPONSORS

BNY Mellon Wealth Management


SILVER SPONSORS

RBC Wealth Management/City National Bank

Technology Credit Union


BRONZE SPONSORS

Berliner Cohen

Bernstein

Boston Private

Crist, Biorn, Shepherd & Roskoph

Hopkins & Carley, A Law Corporation

Seiler LLP

Triplett Financial & Insurance Services


TABLE SPONSORS

Aaron, Riechert, Carpol & Riffle, APC

Anderson Yazdi Hwang Minton + Horn LLP

Boitano, Sargent & Lilly, LLP

Ferrari Ottoboni Caputo & Wunderling LLP

Fremont Bank

Lakin Spears

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

WealthPLAN

Weber & Company, Inc.

Whittier Trust Company


EXHIBITORS

The Bryn Mawr Trust Company of Delaware

Clars Auction Gallery

ESOP Marketplace

Fidiciuary Trust Company

LiveHOME

North Point Trust Company


ACCOMMODATIONS

Hilton Santa Clara
Hilton


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Details

Start:
September 29 @ 1:00 pm
End:
September 30 @ 5:00 pm
Event Category:

    12th Annual Jerry A. Kasner Estate Planning Symposium

  • September 29 @ 1:00 pm - September 30 @ 5:00 pm