Click to view map
September 27, 2013 @ 8:00 am – September 27, 2013 @ 6:30 pm
Hyatt Regency Santa Clara
5101 Great America Parkway
Santa Clara, CA 95054
Marjorie Short
(408) 551-1748

7:30 a.m. – Registration and Continental Breakfast

8:00 a.m – 6:00 p.m – Symposium

Reception to follow

Please join us for a one-day estate planning seminar for attorneys, accountants, certified life underwriters, bank trust and investment officers, financial advisers, and other wealth planning professionals. The seminar provides attendees with most current information regarding the tax, legal, and financial issues concerning estate planning and trust and estate administration. The program includes a series of individual presentations, lunch, breakout sessions, and an afternoon reception. CLE credit hours offered.

Click for event details and registration!