# Jerry A. Kasner Estate Planning Symposium

- Dates: 27 August 2026 to 28 August 2026
- Location: Santa Clara Convention Center, Santa Clara, United States
- Organiser: Santa Clara University
- Industry: WealthTech
- Expected attendance: 43

## About

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.

## Who attends

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._

## Official links

- [Official website](https://law.scu.edu/kasner/)
- [Registration](https://mysantaclara.scu.edu/law---2026-22nd-annual-kasner-sponsor-registration)
- [Agenda](https://law.scu.edu/law/kasner/schedule-2026/)

## Sponsors and partners

- Wealth Council
- Baker Tily
- Silicon Valley Community Foundation
- harrison-llp
- CBIZ
- The Bryn Mawr Trust C. of Delaware
- Citizens Private Wealth
- Abbott, Stringham & Lynch
- Anderson Yazdi Hwang Minton + Horn LLP
- Enterprise Trust Company
- Bernstein Private Wealth
- Bank of America Private Trust
- Berliner Cohen LLP
- BNY Mellon Wealth Management
- Bessemer Trust
- CIBC U.S
- Fiduciary Trust International
- BMO Wealth Management
- Hoge Fenton
- Capital Group Private Client Services
- McDowall Cotter, APC
- Crist, Biorn, Shepherd & Roskoph
- Ramsbacher Prokey Leonard
- Evercore Wealth Management

## Where to stay

- **Hyatt Regency Santa Clara**: 140 m from the venue, 5101 Great America Parkway, Santa Clara, 95054
  - [Hotel website](https://santaclara.regency.hyatt.com/)
  - Phone: +1 408-200-1234
- **Hilton Santa Clara**: 250 m from the venue, 4949 Great America Parkway, Santa Clara, 95054
  - [Hotel website](http://www1.hilton.com/en_US/hi/hotel/SJCSCHF-Hilton-Santa-Clara-California/index.do)
  - Phone: +1-408-330-0001
- **Avatar Hotel, a Joie de Vivre hotel**: 1.5 km from the venue, 4200 Great America Parkway
- **Aloft Santa Clara**: 1.5 km from the venue, 510 America Center Court, San Jose, 95002
  - [Hotel website](https://www.starwoodhotels.com/alofthotels/property/overview/index.html?propertyID=3466)
  - Phone: +1-408-263-3900
- **Extended Stay America**: 1.7 km from the venue, 2131 Gold Street, Alviso, 95002
  - [Hotel website](https://www.extendedstayamerica.com/hotels/ca/san-jose/santa-clara)
  - Phone: +1-408-262-0401
- **Fairfield San Jose North/Silicon Valley**: 1.9 km from the venue, 656 America Center Court, San Jose, 95002
  - [Hotel website](https://www.marriott.com/sjcns)
- **Residence Inn San Jose North/Silicon Valley**: 2.0 km from the venue, 656 America Center Court, San Jose, 95002
  - [Hotel website](https://www.marriott.com/sjcrn)
  - Phone: +1 408-758-9550

## What people are saying

- [Key Insights from the Kasner Symposium: National Estate ...](https://www.youtube.com/watch?v=fS_3tgGazkw)
  - 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 ...

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Source: https://www.luminik.io/events/jerry-a-kasner-estate-planning-symposium/