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13th Annual Jerry A. Kasner Estate Planning Symposium

September 7 @ 10:00 am - September 8 @ 1:00 pm

|Recurring Event (See all)

An event every day that begins at 10:00am, repeating indefinitely

This two-day event starts at 10:00 AM on September 7,
and ends at 1:00 PM on September 8.

CLICK HERE for Complete Symposium Schedule

$450 per person until August 15th
$475 per person after August 15th

CLICK HERE to Register

Need Accommodations? Special Symposium Room Rates are available, please click on the provided links below to make your reservations.

Hilton Santa Clara
Hilton
Hyatt Regency Santa Clara
hyatt santa clara

 

View the 2017 Symposium Sponsorship Rates

 

Packer-sizedA message from Charles H. Packer JD/MBA ’80, Chair of the Jerry A. Kasner Estate Planning Symposium Planning Committee:

The 2017 Symposium will be held on 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, and new this year are two Bootcamp Workshops. There are also two hours of Bonus Credits available on Friday afternoon after the close of the Symposium featuring ethics, competence, elimination of bias and law office management topics.

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

About Jerry A. Kasner
Past Kasner Symposiums
2017 Kasner Symposium Invitation


THANK YOU TO OUR 2017 SPONSORS:

PREMIER SPONSOR


PLATINUM SPONSOR

American Trust & Savings Bank


GOLD SPONSORS

Bessemer Trust

BNY Mellon Wealth Management

Boston Private

First Republic Private Wealth Management


SILVER SPONSORS

Financial Architects Partners

RBC Wealth Management/City National Bank

Technology Credit Union


BRONZE SPONSORS

Armanino LLP

Barulich Dugoni Law Group, Inc.

Berliner Cohen

Crist | Biorn | Shepherd | Roskoph

Empire Valuation Consultants

Hopkins & Carley, A Law Corporation

Seiler LLP

Sterling Foundation Management

Triplett Financial & Insurance Services

Wells Fargo Private Bank


TABLE SPONSORS

AB Bernstein Private Wealth Management

Abbott, Stringham & Lynch

Anderson Yazdi Hwang Minton + Horn LLP

Atlantic Trust Private Wealth Management

Biotano, Sargent & Lilly, LLP

Bonhams

BPM, LLP

Ferrari Ottoboni Caputo & Wunderling LLP

Fremont Bank

Lakin Spears LLP

Larry S. LaMantia, Jr., Attorney at Law

MARCUM LLP

The Nautilus Group

Petrinovich Pugh & Co LLP

Pillsbury Winthrop

Ramsbacher Prokey Leonard LLP

Ropers Majeski Kohn Bentley

Rusconi, Foster & Thomas APC

Temmerman, Cilley & Kohlmann, LLP

Thoits Law

Thompson Jones LLP

WealthPLAN

Weber & Company, Inc.

Whittier Trust Company


EXHIBITORS

Alliance Trust Company of Nevada

American Society of Appraisers

The Bryn Mawr Trust Company of Delaware

The Catholic Community Foundation

Doyle Auction & Appraisal Services

Fiduciary Trust International

J.P. Morgan

North Point Trust Company, LLC

Silicon Valley Bar Association

South Dakota Trust Company LLC

Valbridge Property Advisors | Hulberg & Associates


Donate to the Jerry A. Kasner Estate Planning Professorship Here

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Details

Start:
September 7 @ 10:00 am
End:
September 8 @ 1:00 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
+ Google Map
Website:
law.scu.edu/hightech

    13th Annual Jerry A. Kasner Estate Planning Symposium

  • September 7 @ 10:00 am - September 8 @ 1:00 pm
  • Santa Clara Convention Center