On September 8-9, the 18th Annual Jerry A. Kasner Estate Planning Symposium returned in person at the Santa Clara Convention Center. Kasner is widely considered one of the premier estate planning conferences and networking events in the US, attracting close to 600 attendees, and 50 sponsors/exhibitors.
This year, we saw many rising and established estate planning attorneys, CPAs, CTAs, CTFAs, and insurance advisors. With a packed schedule filled with sponsors and speakers from across the nation, the symposium provided a prime chance to network, obtain industry-specific continuing education credits, and dive deeper into the ever-evolving field of Estate Planning. The Symposium nationally recognized speakers
included some perennial favorites as well as some new subject matter experts.
“As always, this year’s Symposium featured a very exciting and diversified program offering 10.0 hours of continuing education credit with topics of interest to estate planning attorneys, accountants, and related financial services professionals. Our nationally recognized speakers included some perennial favorites as well as some new subject matter experts” said Charles H. Packer of Hopkins & Carley Law Corporation, and Committee Chair – 18th Annual Jerry A. Kasner Estate Planning Symposium.
Next year’s event will take place at the Santa Clara Convention Center on October 5th and 6th. Further
information can be found at kasner.org.
