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.

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4 weeks until it opens.

The essentials

Event details

Dates
27 August 2026 to 28 August 2026
Location
Santa Clara Convention Center, Santa Clara, United States
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

On the floor

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

Logistics

Where to stay

Places to stay near the venue.

Keep planning

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