WealthTech
Jerry A. Kasner Estate Planning Symposium
The Jerry A. Kasner Estate Planning Symposium is an annual event offering continuing education credits. It is for estate planning attorneys, accountants, and financial services professionals licensed in California.
The essentials
Event details
- Dates
- 27 August 2026 to 28 August 2026
- Organiser
- Santa Clara University
- Expected attendance
- 43
- Industry
- WealthTech
Who attends
The audience
The 22nd Annual Jerry A. Kasner Estate Planning Symposium will be offering approximately 10.0 hours of Continuing Education Credits for Estate Planning Attorneys, Accountants, and related financial services professionals licensed in the State of California.
As described by the organiser
Public discussion
What people are saying
- VideoKey Insights from the Kasner Symposium: National Estate ...
I've just returned from the 20th Annual Jerry A. Kasner Estate Planning Symposium in Silicon Valley, where I had the opportunity to network with some of the ...
On the floor
Sponsors and partners
- Wealth Council
- Baker Tily
- Silicon Valley Community Foundation
- harrison-llp
- CBIZ
- The Bryn Mawr Trust C. of Delaware
- Abbott, Stringham & Lynch
- Citizens Private Wealth
- Anderson Yazdi Hwang Minton + Horn LLP
- Enterprise Trust Company
- Bernstein Private Wealth
- Bank of America Private Trust
- BNY Mellon Wealth Management
- Berliner Cohen LLP
- CIBC U.S
- Bessemer Trust
- Fiduciary Trust International
- BMO Wealth Management
- Capital Group Private Client Services
- Hoge Fenton
- McDowall Cotter, APC
- Crist, Biorn, Shepherd & Roskoph
- Evercore Wealth Management
- Ramsbacher Prokey Leonard
Plan the spend
Tickets
Ticket tiers, as published by the organiser:
| Registration | See event site |
Logistics
Where to stay
Places to stay near the venue.
Hyatt Regency Santa Clara
5101 Great America Parkway, Santa Clara
Hilton Santa Clara
4949 Great America Parkway, Santa Clara
Avatar Hotel, a Joie de Vivre hotel
4200 Great America Parkway
Aloft Santa Clara
510 America Center Court, San Jose
Extended Stay America
2131 Gold Street, Alviso
Fairfield San Jose North/Silicon Valley
656 America Center Court, San Jose
Residence Inn San Jose North/Silicon Valley
656 America Center Court, San Jose
Plan this event
Work out who to meet here
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