Loading Events

14th Annual Jerry A. Kasner Estate Planning Symposium

October 4, 2018 @ 8:00 am - October 5, 2018 @ 5:00 pm

Exact times to be announced in Spring 2018.

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 2017 Symposium was held on Thursday and Friday September 7th and 8th at the Santa Clara Convention Center. The 2017 Symposium again had 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


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

top of page

Details

Start:
October 4, 2018 @ 8:00 am
End:
October 5, 2018 @ 5:00 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, 2018 @ 8:00 am - October 5, 2018 @ 5:00 pm
  • Santa Clara Convention Center