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14th Annual Jerry A. Kasner Estate Planning Symposium

October 4 @ 9:00 am - October 5 @ 4:00 pm

Thursday, October 4:
7:00 a.m. Registration
9:00 – 4:30 p.m. Program
Reception to follow

Friday, October 5:
7:00 a.m. Registration
8:30 a.m. – 12:30 p.m. Program
2:00 p.m. – 4:00 p.m. Bonus Credit Sessions

Online registration coming in Spring 2018.

View the 2018 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 2018 Symposium will be held on Thursday and Friday October 4th and 5th at the Santa Clara Convention Center. The Symposium features a very exciting and diversified program with nationally recognized speakers offering topics of interest to estate planning attorneys, accountants and financial services professionals.

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

Past Kasner Symposiums


CONFIRMED SPEAKERS TO DATE:

Professor Samuel A. Donaldson, Georgia State University College of Law

Patrick A. Kohlmann JD ’00, Partner, Temmerman, Cilley & Kohlmann, LLP

Judy Y. Lee JD/MBA ’89, Partner, Goodsill Anderson Quinn & Stifel

Paul S. Lee, Senior Regional Wealth Advisor, Northern Trust Company

Justin T. Miller, National Wealth Strategist , BNY Mellon

M. Read Moore, Partner, McDermott, Will & Emery

Andrea Kushner Ross, Director, Bernstein Private Wealth Management

Vivian L. Thoreen, Partner, Holland & Knight LLP


THANK YOU TO OUR 2018 SPONSORS:

PREMIER SPONSOR


PLATINUM SPONSOR

American Trust & Savings Bank


GOLD SPONSORS

BNY Mellon Wealth Management

Boston Private


BRONZE SPONSORS

Berliner Cohen

Financial Architects Partners

Crist | Biorn | Shepherd | Roskoph

Hopkins & Carley, A Law Corporation

Seiler LLP

Sterling Foundation Management


TABLE SPONSORS

Abbott, Stringham & Lynch

Anderson Yazdi Hwang Minton + Horn LLP

Ferrari Ottoboni Caputo & Wunderling LLP

The Nautilus Group

Pillsbury Winthrop

Ramsbacher Prokey Leonard LLP

Rusconi, Foster & Thomas APC

Temmerman, Cilley & Kohlmann, LLP

Thoits Law

Thompson Jones LLP

WealthPLAN

Weber & Company, Inc.

Whittier Trust Company


EXHIBITORS

American Society of Appraisers

Clars Auction Gallery


Donate to the Jerry A. Kasner Estate Planning Professorship Here

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Details

Start:
October 4 @ 9:00 am
End:
October 5 @ 4:00 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

    14th Annual Jerry A. Kasner Estate Planning Symposium

  • October 4 @ 9:00 am - October 5 @ 4:00 pm
  • Santa Clara Convention Center