Jerry A. Kasner Estate Planning Symposium 

Friday, September 19, 2008
DoubleTree Hotel – San Jose, CA
8:00am - 5:00pm

Symposium sponsors:

PREMIER SPONSOR:

 

 

 

 

 

 

Lunch Sponsor:

Bernstein Global Wealth Management

 

Primary Sponsors:

American Trust

BNY Mellon

Northern Trust

 

Major Sponsors:

Borel Private Bank & Trust Company

Gary Sargenti, Philip Castaneda, Brad Baron - Royal Bank of Canada

 

Table Sponsors:

Boitano, Sargent & Lilly, LLP

Crist, Schulz, Biorn & Shepherd

Ferrari, Ottoboni, Caputo & Wunderling

Hopkins & Carley

Ramsbacher Prokey, LLP

Temmerman, Cilley & Kohlmann LLP

WealthPLAN

Scheduled Topics and Presenters:

Tax and Estate Planning for Alternative Families

Professor Patricia Cain
Inez Mabie Distinguished Professor of Law
Santa Clara University School of Law

 

IRS Circular 230 Issues and Other Landmines Confronted in the Preparation of Federal Gift and Estate Tax Returns

Kip Dellinger, CPA
Kallman and Co. LLP

 

Covering Your Client’s S (Corporation)

Professor Samuel Donaldson
University of Washington School of Law

 

From NASCAR Condominiums to Private Mausoleums: Keeping the Vacation Home in the Family

Wendy Goffe, Esq.
Graham & Dunn PC

 

Current Developments in Estate Planning
Michael J. Jones, CPA
Thompson Jones LLP

 

The Evolution of Valuation Issues in Federal Estate and Gift Tax Planning

Richard Oshins, Esq.
Oshins & Associates, LLC

 

Attorney-Client Privilege Issues in the Context of the Estate and Gift Tax Dispute Resolution Arenas

John Porter, Esq.
Baker Botts LLP

 

Current Developments in Estate Planning

Robert Temmerman, Esq.
Temmerman, Cilley & Kohlmann LLP

Professional continuing education credits available.

Symposium cost: $300 regular registration, $350 late registration (after September 1)

Please direct questions to KasnerRSVP@scu.edu or call (408) 554-5467.