18th Annual Jerry A. Kasner Estate Planning Symposium 2022 | Santa Clara University | 8 September 2022 | Santa Clara Convention Center, 5001 Great America Pkwy, Santa Clara, CA 95054, USA

Venue
Santa Clara Convention Center
Santa Clara Convention Center, 5001 Great America Pkwy, Santa Clara, CA 95054, USA

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Event Date Thu Sep 8 PDT - Fri Sep 9 PDT (over 2 years ago)
In your timezone (EST): Thu Sep 8 3:00am - Fri Sep 9 3:00am
Location Santa Clara Convention Center
5001 Great America Pkwy, Santa Clara, CA 95054, USA
Region Americas
Details

As always, this year’s Symposium 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.

We have gone to great lengths to have an in person Symposium this year and accordingly made sure that there is sufficient space for all attendees to feel comfortable in a group environment.

Speakers

2022 Speakers

Dr. Gerry W. Beyer
Texas Tech University School of Law

Joseph Bragdon
Vice President, Financial Architects Partners

Patricia A. Cain
Professor, Santa Clara University School of Law

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 of E.J. Hong, PC

Bradley Joondeph
Santa Clara University

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

Paul S. Lee, J.D., LL.M.
Northern Trust

Dennis I. Leonard
Ramsbacher, Prokey, Leonard LLP

Justin Miller
Evercore Wealth Management

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

Jeff Ostrum
Financial Architects Partners

John Prokey
Ramsbacher, Prokey, Leonard LLP

John T. Rogers
Rogers Trust Law

David Sacarellos 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

Sponsors & Partners

2022 Sponsors

PREMIER SPONSOR:
• Northern Trust

PLATINUM SPONSORS:
• Wealthcounsel
• SVB Private

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

SILVER SPONSORS:
• Barulich Dugoni & Suttman
• Bonhams

BRONZE SPONSORS:
• Berliner Cohen
• City National Bank
• Crist | Biorn | Shepherd | Roskoph
• Exchange Bank
• Evercore
• Hopkins Carley
• Sterling
• Whittier Trust

THURSDAY NETWORKING RECEPTION SPONSOR:
• Marcum

WI-FI SPONSOR:
• Seiler

TABLE SPONSORS:
• AB Bernstein
• Abbott, Stringham & Lynch
• Anderson Yazdi
• Armanino
• Bessemer Trust
• Bryn Mawr Trust Company
• Capital Group
• CIBC
• Ferrari Ottoboni
• Hoge Fenton Attorneys
• Rusconi Foster Thomas
• Sensiba San Filippo
• Temmeran Cilley Kohlman LLP
• Thoits Law
• Union Bank
• Wealth Plan
• Weber and Company
• Withersworldwide