Thursday, October 4:
7:00 a.m. Registration
9:00 – 4:30 p.m. Program
Reception to follow
Friday, October 5:
7:00 a.m. Registration
8:30 a.m. – 12:30 p.m. Program
2:00 p.m. – 4:00 p.m. Bonus Credit Sessions
REGISTER ONLINE
View the 2018 Symposium Sponsorship Rates
A message from Charles H. Packer JD/MBA ’80, Chair of the Jerry A. Kasner Estate Planning Symposium Planning Committee:
The 2018 Symposium will be held on Thursday and Friday October 4th and 5th at the Santa Clara Convention Center. The Symposium features a very exciting and diversified program with nationally recognized speakers offering topics of interest to estate planning attorneys, accountants and financial services professionals.
If you are interested in joining us as a sponsor or exhibitor, please contact the Symposium’s event manager: Sterling Strategic Management at (949) 715-4961 for more information.
About Jerry A. Kasner
Past Kasner Symposiums
CONFIRMED SPEAKERS TO DATE:
Professor Samuel A. Donaldson, Georgia State University College of Law
Patrick A. Kohlmann JD ’00, Partner, Temmerman, Cilley & Kohlmann, LLP
Judy Y. Lee JD/MBA ’89, Partner, Goodsill Anderson Quinn & Stifel
Paul S. Lee, Global Fiduciary Strategist, Northern Trust Company
Justin T. Miller, National Wealth Strategist , BNY Mellon
M. Read Moore, Partner, McDermott, Will & Emery
Andrea Kushner Ross, Director, Bernstein Private Wealth Management
Vivian L. Thoreen, Partner, Holland & Knight LLP
Complete speaker listing on kasner.org
THANK YOU TO OUR 2018 SPONSORS:
PREMIER SPONSOR
PLATINUM SPONSOR
GOLD SPONSOR
SILVER SPONSORS
BRONZE SPONSORS
|
First Republic Private Wealth Management |
TABLE SPONSORS
|
Abbott, Stringham & Lynch American Trust & Savings Bank Anderson Yazdi Hwang Minton + Horn LLP Armanino LLP Bank of the West Bernstein Private Wealth Bessemer Trust BPM CIBC Private Wealth Management Ferrari Ottoboni Caputo & Wunderling LLP Hoge Fenton J.P. Morgan |
Lakin & Spears The Nautilus Group Pillsbury Winthrop Rockefeller Philanthropy Advisors Rothstein Kass Accounting Rusconi, Foster & Thomas APC Temmerman, Cilley & Kohlmann, LLP Thoits Law Thompson Jones LLP WealthPLAN Weber & Company, Inc. Whittier Trust Company |
EXHIBITORS
|
ACT 3 Partners American Society of Appraisers Barulich Dugoni Law Group The Bryn Mawr Trust Company of Delaware California Native Plant Society The Catholic Community Foundation Chubb Clars Auction Gallery |
Fiduciary Trust International Guide Dogs for the Blind North Point Trust Company Pluris Valuation Advisors LLC Silicon Valley Bar Association South Dakota Trust Co, LLC Stout Risius Ross, LLC Valbridge Property Advisors | Hulberg & Associates |