Kasner Estate Planning Symposium

Save the Date

Santa Clara Law and the Santa Clara University
Office of Planned Giving present the

The 11th annual Jerry A. Kasner
Estate Planning Symposium

Thursday, September 17, 2015 &
Friday, September 18, 2015

Santa Clara Convention Center
Santa Clara, California

A message from Charles H. Packer, Esq., Chair of the Jerry A. Kasner Estate Planning Symposium Planning Committee:

Thank you to the over 600 attendees, speakers, sponsors and exhibitors who participated in the 10th Annual Jerry A. Kasner Estate Planning Symposium on October 24 and 25, 2014.  This was our largest Symposium to date!

Information about the 2015 Symposium program will be posted here as it becomes available.

If you are interested in supporting the 2015 Symposium as a sponsor or exhibitor, please contact:

Marjorie Short, Santa Clara Law Alumni Relations
Phone: (408) 551-1748
Email: MJShort@scu.edu


Thank you to our 2014 symposium sponsors:

PREMIER SPONSOR

GOLD SPONSORS

American Trust

Bessemer Trust

BNY Mellon Wealth Management

First Republic Private Wealth Management

The Private Client Reserve & Ascent Private Capital Management of U.S. Bank

SILVER SPONSOR

Technology Credit Union

BRONZE SPONSORS

Barulich Dugoni Law Group, Inc.

Berger Lewis Accountancy Corporation

Berliner Cohen

Boston Private Bank & Trust Company

Hopkins & Carley, A Law Corporation

RBC Wealth Management

Seiler LLP

Triplett Financial & Insurance Services

TABLE SPONSORS

Aaron, Riechert, Carpol & Riffle, APC

Abbott, Stringham & Lynch

Anderson Yazdi Hwang Minton + Horn LLP

Atlantic Trust Private Wealth Management

Bank of the West

Bernstein Global Wealth Management

Boitano, Sargent & Lilly, LLP

Burr Pilger Mayer

City National Bank

Crist, Biorn, Shepherd & Roskoph

Ferrari Ottobani Caputo & Wunderling LLP

Financial Architects Partners

Flynn Financial & Insurance Services

FMV Opinions, Inc.

Fremont Bank

Larry LaMantia, Jr., Attorney at Law

Lynn Stutz, Attorney at Law

Pillsbury Winthrop

Ramsbacher Prokey LLP

Rusconi Foster & Thomas

Temmerman, Cilley & Kohlmann, LLP

The Nautilus Group

The San Francisco Foundation

Thoits, Love, Hershberger, & McLean

Thompson Jones LLP

Wagner Kirkman Blaine Klomparens & Youmans LLP

WealthPLAN

Whittier Trust Company

EXHIBITORS

Alliance Trust Company

Bonhams

Fidelity Charitable

Fiduciary Trust Company International

LivHOME

North Point Trust Company

Pluris Valuation Advisors

The Catholic Community Foundation

Union Bank

Valbridge Property | Hulberg


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