Kasner

Kasner Estate Planning Symposium

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

The 10th annual Jerry A. Kasner
Estate Planning Symposium

Friday, October 24, 2014 &
Saturday, October 25, 2014

Santa Clara Convention Center
Santa Clara, California

Sponsorship information

Join us on October 24 and 25 for the estate planning seminar for attorneys, accountants, certified life underwriters, bank trust and investment officers, financial advisers, and other wealth planning professionals. The seminar will provide 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.


Thank you to our symposium sponsors:

PREMIER SPONSOR

GOLD SPONSORS

American Trust

Bessemer Trust

BNY Mellon Wealth Management

The Private Client Reserve / Ascent of U.S. Bank

SILVER SPONSOR

Technology Credit Union

BRONZE SPONSORS

Berger Lewis Accountancy Corporation

Berliner Cohen

Boston Private Bank & Trust Company

Hopkins & Carley, A Law Corporation

RBC Wealth Management

Triplett Financial & Insurance Services

TABLE SPONSORS

Anderson Yazdi Hwang Minton + Horn LLP

Atlantic Trust Private Wealth Management

Bank of the West

Bernstein Global Wealth Management

Crist, Biorn, Shepherd & Roskoph

Financial Architects Partners

Larry LaMantia, Jr., Attorney at Law

Lynn Stutz, Attorney at Law

Pillsbury Winthrop

Ramsbacher Prokey LLP

Seiler LLP

Temmerman, Cilley & Kohlmann, LLP

Thoits, Love, Hershberger, & McLean

Thompson Jones LLP

WealthPLAN

Whittier Trust Company

EXHIBITORS

Bonhams

Fidelity Charitable

Fiduciary Trust Company International


For more information on the Symposium, Fundamentals Course, or sponsorship opportunities, please contact:

Phone: (408) 551-1748
Email: MJShort@scu.edu


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