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


Kasner Symposium Schedule
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.

Hotel Information

Hilton Santa Clara
Beverly Heritage Hotel San Jose

There are only a few rooms available at the Hyatt Regency Santa Clara this year.

Thank you to our symposium 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


Technology Credit Union


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


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


Whittier Trust Company


Alliance Trust Company


Fidelity Charitable

Fiduciary Trust Company International


North Point Trust Company

Pluris Valuation Advisors

The Catholic Community Foundation

Union Bank

Valbridge Property | Hulberg

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

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

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