Exact times to be announced in Spring 2018.
Online registration coming in Spring 2018.
A 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.
THANK YOU TO OUR 2017 SPONSORS:
AB Bernstein Private Wealth Management
Abbott, Stringham & Lynch
Anderson Yazdi Hwang Minton + Horn LLP
Atlantic Trust Private Wealth Management
Biotano, Sargent & Lilly, LLP
Ferrari Ottoboni Caputo & Wunderling LLP
Lakin Spears LLP
Larry S. LaMantia, Jr., Attorney at Law
The Nautilus Group
Petrinovich Pugh & Co LLP
Ramsbacher Prokey Leonard LLP
Ropers Majeski Kohn Bentley
Rusconi, Foster & Thomas APC
Temmerman, Cilley & Kohlmann, LLP
Thompson Jones LLP
Weber & Company, Inc.
Whittier Trust Company
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
North Point Trust Company, LLC
Silicon Valley Bar Association
South Dakota Trust Company LLC
Valbridge Property Advisors | Hulberg & Associates