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12th Annual Jerry A. Kasner Estate Planning Symposium

September 29 @ 8:00 am - September 30 @ 5:00 pm

Jerry A. Kasner Estate Planning Symposium

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

Thank you for participating in the 2015 Jerry A. Kasner Estate Planning Symposium.

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 29th and Friday September 30th, 2016.

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.

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.

We hope that you will join us on Thursday September 29th and Friday September 30th, 2016.

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

Registration Coming in Mid-March

2016 Kasner Symposium Sponsorship Rates

About Jerry Kasner
Past Kasner Symposiums
Past Kasner Symposiums’ Materials


THANK YOU TO OUR 2015 SPONSORS:

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

The Catholic Community Foundation

North Point Trust Company

South Dakota Trust Company LLC

Valbridge Property | Hulberg


ACCOMMODATIONS

Hilton Santa Clara
Hilton


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Details

Start:
September 29 @ 8:00 am
End:
September 30 @ 5:00 pm
Event Category:

    12th Annual Jerry A. Kasner Estate Planning Symposium

  • September 29 @ 8:00 am - September 30 @ 5:00 pm