This two-day event starts at 10:00 AM on September 7,
and ends at 1:00 PM on September 8.
View the 2017 Symposium Sponsorship Rates
Online Registration Coming Soon
A message from Charles H. Packer JD/MBA ’80, Chair of the Jerry A. Kasner Estate Planning Symposium Planning Committee:
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. We will again be offering a “fundamentals” series of presentations. Please check back on this website frequently as we will update it once the 2017 Symposium program is finalized and registration opens.
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.
Confirmed speakers to date include among others:
Professor Sam A. Donaldson, Georgia State University College of Law
Michael J. Jones, Partner, Thompson Jones LLP
Julie M. Kwon, Partner, McDermott, Will & Emery
Paul S. Lee, Senior Regional Wealth Advisor, Northern Trust Company
Carlyn S. McCaffrey, Partner, McDermott, Will & Emery
Robert E. Temmerman, Jr., J.D. ’80, Partner, Temmerman, Cilley & Kohlmann, LLP
THANK YOU TO OUR 2017 SPONSORS:
Anderson Yazdi Hwang Minton + Horn LLP
Burr Pilger Mayer
Ferrari Ottoboni Caputo & Wunderling LLP
Larry S. LaMantia, Jr., Attorney at Law
The Nautilus Group
Ramsbacher Prokey Leonard LLP
Temmerman, Cilley & Kohlmann, LLP
Thompson Jones LLP
Weber & Company, Inc.
Whittier Trust Company