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© 2012 Santa Clara Law

Santa Clara Law and the Office of Planned Giving present the 8th Annual

Jerry 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
5101 Great America Parkway
Santa Clara, CA 95054

offering special room rates and destination activities!

7:30 am - Registration & Continental Breakfast
8:00 am - 5:00 pm
Reception to follow

Registration coming soon!

This symposium honors Jerry A. Kasner (1933-2004), attorney and CPA, who served as Professor of Tax Law and Estate Planning at Santa Clara Law from 1961 - 1998. Professor Kasner was a nationally renowned author and speaker on estate planning topics.

 

For information on sponsorship opportunities, please contact:
Marjorie Short, Santa Clara Law
Phone: (408) 551-1748
Email: MJShort@scu.edu

 


 

Thank you to our 2012 Sponsors:

(PLEASE VISIT OUR LEAD SPONSOR LINKS BELOW)

 

PREMIER SPONSOR

US Trust logo

GOLD SPONSORS

American Trust

BNY Mellon Wealth Management


SILVER SPONSORS

Northern Trust

Technology Credit Union

 

BRONZE SPONSORS

Barulich Dugoni Law Group, Inc.

Berger Lewis Accountancy Corporation

Berliner Cohen

Borel Private Bank & Trust Company

Crist, Biorn, Shepherd & Roskoph

Hopkins & Carley, A Law Corporation

Triplett Financial & Insurance Services

Union Bank

 

TABLE SPONSORS

Abbott, Stringham & Lynch

Atlantic Trust Private Wealth Management

Boitano, Sargent & Lilly, LLP

Bernstein Global Wealth Management

Carr McClellan Ingersoll
Thompson & Hom

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
Filler & Brown

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

 

 

 

 

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