500 El Camino Real
Santa Clara, California 95053
408.554.4361
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Santa Clara Law and the Office of Planned Giving present the 8th AnnualJerry A. Kasner Estate Planning Symposium
Friday, September 21, 2012
Join us for a one-day 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.
NEW LOCATION!!!!HYATT REGENCY, SANTA CLARA, CALIFORNIA
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Abbott, Stringham & Lynch Atlantic Trust Private Wealth Management Boitano, Sargent & Lilly, LLP Bernstein Global Wealth Management Carr McClellan Ingersoll Ferrari Ottobani Caputo & Wunderling LLP Financial Architects Partners Fremont Bank Hopkins & Carley Larry LaMantia, Jr., Attorney at Law Law Offices of David J. Arata |
Lynn Stutz, Attorney at Law New York Life Insurance Company O'Neill Bergardo, CPAs Perisho Tombor Ramirez Pillsbury Winthrop Ramsbacher Prokey LLP Rusconi, Foster Thomas Seiler LLP Thoits, Love, Hershberger, & McLean Thompson Jones LLP WealthPLAN Wells Fargo Bank |
EXHIBITORS
Bonhams & Butterfields
North Point Trust Company, LLC
Pluris Valuation Advisors
South Dakota Planning Company, LLC




