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ONLINE REGISTRATION HAS CLOSED. PLEASE REGISTER ONSITE AT THE SANTA CLARA CONVENTION CENTER.
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
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
GOLD SPONSORS
First Republic Private Wealth Management
SILVER SPONSORS
RBC Wealth Management/City National Bank
BRONZE SPONSORS
TABLE SPONSORS
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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
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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 |
Hyatt Regency Santa Clara  |
