19th Annual Jerry A. Kasner Estate Planning Symposium 2023 | Santa Clara University | 5 October 2023 | Santa Clara Convention Center, 5001 Great America Pkwy, Santa Clara, CA 95054, USA

This event will feature 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 include some perennial favorites as well as some new subject matter experts.

2023 Speakers

Dr. Gerry W. Beyer
Governor Preston E. Smith Regents Professor, Law Texas Tech University School

Joseph Bragdon
Vice President, Financial Architects Partners

Patricia A. Cain
Professor, Law at Santa Clara University

Jim Cummins
Principal and Director, Barulich Dugoni & Suttman Law Group, Inc.

Ryan Cunningham
Associate, Hopkins & Carley, A Law Corporation

Samuel A. Donaldson
Professor, Georgia State University School of Law

Darin Donovan Esq.
Shareholder, Hopkins & Carley, A Law Corporation

Marsha Dungog
Partner, Wealth Planning & Tax, Withers Bergman LLP

Scott A. Fraser
Crist, Biorn, Shepherd, Roskoph APC

E.J. Hong
Law Offices, E.J. Hong

Bradley Joondeph
Jerry A. Kasner Professor of Law, Santa Clara University School of Law

Patrick A. Kohlmann, Esq.
Managing Partner, Temmerman, Cilley & Kohlmann, LLP

Paul S. Lee, J.D., LL.M.
Chief Tax Strategist, Senior Vice President, Managing Director

Dennis I. Leonard
Partner, Ramsbacher Prokey Leonard LLP

Justin Miller
Partner and National Director of Wealth Planning, Evercore Wealth Management

Annette Nellen, CPA, CGMA, Esq.
Professor, San Jose State University

Jeff Ostrum
Managing Director, Financial Architects Partners

John Prokey
Partner, Ramsbacher, Prokey, Leonard LLP

John T. Rogers
Owner, Rogers Trust Law

David Sacarelos CPA, CGMA
Tax Partner, Seiler LLP

Henna Shah
CEO, WealthCounsel

Myriam Soto
Head of International Wealth Planning and Fiduciary Services, BNY Mellon Wealth Management

Ryan J. Szcsepanik
Senior Wealth Strategist, BNY Mellon Wealth Management

Vivian Lee Thoreen
Executive Partner, Holland & Knight

Leigh Wasson
Senior Wealth Strategist, BNY Mellon Wealth Management

2023 Sponsors

PREMIER SPONSOR:
• Northern Trust

PLATINUM SPONSORS:
• Wealth Counsel
• Svb > Private

GOLD SPONSORS:
• BNY Mellon
• Financial Architects Partners
• Ramsbacher Prokey Leonard LLP

SILVER SPONSORS:
• Barulich Dugoni & Suttmann
• Bonhams

BRONZE SPONSORS:
• Berliner Cohen LLP
• City National Bank
• Crist | Biorn | Shepherd | Roskoph
• Exchange Bank
• Evercore
• Hopkins Carley
• Sterling Foundation Management LLC