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13th Annual Jerry A. Kasner Estate Planning Symposium

September 7 @ 11:00 am - September 8 @ 6:00 pm

Donate to the Jerry A. Kasner Estate Planning Professorship Here

Jerry A. Kasner Estate Planning Symposium

 

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

Thank you for participating in the 2016 Jerry A. Kasner Estate Planning Symposium. We look forward to welcoming prior attendees as well as new attendees to our 13th Annual Jerry A. Kasner Estate Planning Symposium.

The 2017 Symposium is slated for Thursday and Friday September 7th and 8th at the Santa Clara Convention Center. The 2017 Symposium again promises to 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 2017 Symposium program is finalized and registration opens.

Thank you again to all of our sponsors and exhibitors who help to make the Jerry A. Kasner Estate Planning Symposium possible. If you are interested in joining us as a sponsor or exhibitor, please contact the Symposium’s event manager: Sterling Strategic Management at 949-715-4961 for more information.

About Jerry A. Kasner
12th Annual Kasner Symposium


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


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Details

Start:
September 7 @ 11:00 am
End:
September 8 @ 6:00 pm
Event Category:

Organizer

Law Alumni
Phone:
(408) 551-1748

Venue

Santa Clara Convention Center
5001 Great America Parkway,
Santa Clara, CA 95054 United States
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Website:
law.scu.edu/hightech

    13th Annual Jerry A. Kasner Estate Planning Symposium

  • September 7 @ 11:00 am - September 8 @ 6:00 pm
  • Santa Clara Convention Center