This two-day event starts at 10:00 AM on September 7,
and ends at 1:00 PM on September 8.
CLICK HERE for Complete Symposium Schedule
$450 per person until August 15th
$475 per person after August 15th
CLICK HERE to Register
Need Accommodations? Special Symposium Room Rates are available, please click on the provided links below to make your reservations.
Hilton Santa Clara |
Hyatt Regency Santa Clara |
View the 2017 Symposium Sponsorship Rates
A message from Charles H. Packer JD/MBA ’80, Chair of the Jerry A. Kasner Estate Planning Symposium Planning Committee:
The 2017 Symposium will be held on Thursday and Friday September 7th and 8th at the Santa Clara Convention Center. The 2017 Symposium again promises to have a very exciting and diversified program with nationally recognized speakers offering topics of interest to estate planning attorneys, accountants and financial services professionals. We will again be offering a Fundamentals series of presentations, and new this year are two Bootcamp Workshops. There are also two hours of Bonus Credits available on Friday afternoon after the close of the Symposium featuring ethics, competence, elimination of bias and law office management topics.
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.
Confirmed speakers to date include among others:
Professor Sam A. Donaldson, Georgia State University College of Law
Michael J. Jones, Partner, Thompson Jones LLP
Julie M. Kwon, Partner, McDermott, Will & Emery
Paul S. Lee, Senior Regional Wealth Advisor, Northern Trust Company
Carlyn S. McCaffrey, Partner, McDermott, Will & Emery
Robert E. Temmerman, Jr., J.D. ’80, Partner, Temmerman, Cilley & Kohlmann, LLP
About Jerry A. Kasner
Past Kasner Symposiums
2017 Kasner Symposium Invitation
THANK YOU TO OUR 2017 SPONSORS:
PREMIER SPONSOR
PLATINUM SPONSOR
GOLD SPONSORS
First Republic Private Wealth Management
SILVER SPONSORS
RBC Wealth Management/City National Bank
BRONZE SPONSORS
|
Barulich Dugoni Law Group, Inc. |
Hopkins & Carley, A Law Corporation Sterling Foundation Management |
TABLE SPONSORS
|
AB Bernstein Private Wealth Management Abbott, Stringham & Lynch Anderson Yazdi Hwang Minton + Horn LLP Atlantic Trust Private Wealth Management Biotano, Sargent & Lilly, LLP Bonhams BPM, LLP Ferrari Ottoboni Caputo & Wunderling LLP Fremont Bank Lakin Spears LLP Larry S. LaMantia, Jr., Attorney at Law MARCUM LLP |
The Nautilus Group Petrinovich Pugh & Co LLP Pillsbury Winthrop Ramsbacher Prokey Leonard LLP Ropers Majeski Kohn Bentley Rusconi, Foster & Thomas APC Temmerman, Cilley & Kohlmann, LLP Thoits Law Thompson Jones LLP WealthPLAN Weber & Company, Inc. Whittier Trust Company |
EXHIBITORS
|
Alliance Trust Company of Nevada American Society of Appraisers The Bryn Mawr Trust Company of Delaware The Catholic Community Foundation Doyle Auction & Appraisal Services Fiduciary Trust International |
J.P. Morgan North Point Trust Company, LLC Silicon Valley Bar Association South Dakota Trust Company LLC Valbridge Property Advisors | Hulberg & Associates |
