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12th Annual Jerry A. Kasner Estate Planning Symposium

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

Jerry A. Kasner Estate Planning Symposium

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SPONSOR/SPONSORED GUESTS REGISTRATION

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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

Thank you again to all of our sponsors and exhibitors who help to make the Jerry A. Kasner Estate Planning Symposium possible. Sponsorships are still available at:

VIEW INFORMATION ABOUT SPONSORSHIP LEVELS

For more information contact:

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

About Jerry 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

Bank of the West Wealth Management/BNP Paribus Group

Berliner Cohen

Boston Private

Crist, Biorn, Shepherd & Roskoph

Empire Valuation Consultants

Hopkins & Carley, A Law Corporation

Seiler LLP

Triplett Financial & Insurance Services


TABLE SPONSORS

Abbott, Stringham & Lynch

Aaron, Riechert, Carpol & Riffle, APC

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

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

The Catholic Community Foundation

Clars Auction Gallery

ESOP Marketplace

Fidiciuary Trust International

LiveHOME

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 @ 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