Registration Coming Soon!

DETAILS

Dates

Thursday and Friday,
October 17-18, 2019

Venue

Santa Clara Convention Center
5001 Great America Parkway
Santa Clara, CA 95054

ABOUT THE 15TH ANNUAL JERRY A. KASNER ESTATE PLANNING SYMPOSIUM

For the past fourteen years attorneys, accountants, and other estate planning professionals have attended the Annual Jerry A. Kasner Estate Planning Symposium. The event is considered one of the premier estate planning conferences and networking events in the US, attracting over 650 attendees. Due to the growth of the Symposium, which was originally held on the campus of Santa Clara University, is now held at the Santa Clara Convention Center.

Professor Jerry A. Kasner, J.D., CPA, was a nationally-recognized academician who served as a mentor to many family wealth/tax planning professionals locally and nationally. He also served as professor of Tax Law and Estate Planning at Santa Clara Law from 1961-1998. It is because of Jerry’s outstanding contributions to estate planning professionals that the Kasner Symposium is held in his honor. This Symposium provides an opportunity for those with careers in estate planning to come together to share developments and innovative solutions to challenges in the field.

A MESSAGE FROM CHARLES H. PACKER JD/MBA ’80, CHAIR OF THE JERRY A. KASNER ESTATE PLANNING SYMPOSIUM PLANNING COMMITTEE:

The 2019 Symposium will be held on Thursday and Friday October 17th and 18th at the Santa Clara Convention Center. The Symposium features a very exciting and diversified program with nationally recognized speakers offering topics of interest to estate planning attorneys, accountants and financial services professionals.

If you are interested in joining us as a sponsor or exhibitor, please contact the Symposium’s event manager: Group Concepts at (949) 715-4961 or stacey.scheirer@kasner.org for more information.

GUEST SPEAKERS

SPEAKERS TO BE ANNOUNCED

SAMUEL A. DONALDSON J.D.

Samuel A. Donaldson J.D. University of Arizona; LL.M. (Taxation) University of Florida is a Professor of Law at Georgia State University in Atlanta, Georgia. Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, he is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer. Professor Donaldson has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a Visiting Assistant Professor at the University of Florida Levin College of Law.

MICHAEL J. JONES, CPA

Michael J. Jones, CPA is a partner in Monterey, California’s Thompson Jones LLP. His tax consulting practice focuses on tax-efficient wealth transfer strategy, trust and probate tax matters (both administration and controversy resolution), and family business transitions. Mike has lectured across the U.S. and is the author of four books, including Inheriting an IRA and Inheriting an IRA Professional Edition. He has written over 150 articles published in Trusts & Estates, Leimberg Information Services, Inc., and elsewhere. He serves as chair of Trusts & Estates Magazine’s Retirement Benefits Committee and the CPE Forum of the Central Coast.

PATRICK A. KOHLMANN J.D., CPA

Patrick A. Kohlmann J.D., CPA is the managing partner at Temmerman, Cilley & Kohlmann, LLP. Patrick specializes in the areas of estate planning, business planning, trust and decedent’s estate administration, probate, elder law planning, conservatorships, and related litigation. Patrick was Chair of The State Bar of California’s Trusts & Estates Section Executive Committee, from 2015-2016 and continues to serve on the California Lawyers Association’s Trusts & Estates Section Executive Committee. He is a member of the Judicial Council’s Probate and Mental Health Advisory Committee, a Fellow of the American College of Trust and Estates Counsel (ACTEC), and is a Northern California “Super Lawyer.” He is also recognized by his peers as a Best Attorney in America (Best Lawyers®).

JUDY YUKIRO LEE, J.D./MBA

Judy Yukiro Lee, Esq. is a partner in the law firm of Goodwill Anderson Quinn & Stivel, a Limited Liability Law Partnership LLP, where her practice includes estate planning, trust administration, and estate and trust dispute resolution. She is a graduate of Santa Clara University, where she received a Juris Doctorate (summa cum laude) and a Masters in Business Administration. She has an AV rating by Martindale-Hubbell Law Directory and is a fellow with the American College of Trust and Estate Counsel. Judy is recognized in Chambers & Partners Private Wealth Law-Hawaii as a Band 1 ranked attorney. Judy serves as Chair of the Board of Directors of the Hawaii Baptist Foundation and is director of the Battleship Missouri Memorial. Judy regularly teaches at the University of Hawaii at Manoa William S. Richardson School of Law. Judy is also a Certified Financial Planner®.

PAUL S. LEE J.D., LL.M.

Paul S. Lee is the Global Fiduciary Strategist and Senior Vice President and Managing Director for Wealth Management and the Global Family & Private Investment Offices Group of The Northern Trust Company. Paul is a Fellow of the American College of Trusts and Estate Counsel (ACTEC), has been inducted into the NAEPC Estate Planning Hall of Fame®, and designated an Accredited Estate Planner® (Distinguished). He is on the Editorial Board of The Practical Tax Lawyer, a member of the Advisory Committee of the Heckerling Institute on Estate Planning, Bloomberg BNA Estates, Gifts and Trusts Advisory Board, the University of Florida Tax Institute Advisory Board, and the Wilson Society Advisory Council for the Hospital for Special Surgery in New York City.

ANNETTE NELLEN, J.D., CPA, CGMA

Annette Nellen, CPA, CGMA, Esq., is a Professor in and Director of San José State University's graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, employment tax, ethics, leadership, and tax policy. Annette chairs the AICPA Tax Executive Committee and co-chairs CalCPA’s Accounting Education Committee. Professor Nellen is the recipient of the 2013 Arthur J. Dixon Memorial Award given by the Tax Division of the AICPA, the highest award given by the accounting profession in the area of taxation. She is a graduate of CSU Northridge (BS Accounting), Pepperdine (MBA), and Loyola Law School (JD). Prior to joining SJSU in 1990, Professor Nellen was with Ernst & Young, and the IRS.

DAVID M. SACARELOS, CPA, CGMA

David M. Sacarelos is a partner at Seiler LLP with nearly 30 years of experience providing advisory and tax services to ultra high-net-worth individuals and families, partnerships, non-profit organizations and privately-held businesses. His clients include multi-generational families, corporate executives, founders and investors. David is the firm’s partner-in-charge of coordinating cross-border engagements through its HLB International network, a global independent network of accounting and consulting firms with presence in 130 jurisdictions. In this capacity, he works especially closely with Asia-Pacific, Canada, Australia, United Kingdom, and European engagements.

VIVIAN LEE THOREEN, J.D.

Vivian Lee Thoreen is the executive partner of Holland & Knight's Los Angeles office and chairs the firm's national Private Wealth Services Dispute Resolution Team. She is a litigator and experienced trial attorney whose practice focuses on complex trust, estate, conservatorship and guardianship matters. Vivian is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and serves on the State Bar of California Trusts & Estates Section Executive Committee and the board of California Hospital Medical Center Foundation. She is an active member of and previously served on the board of governors of the Korean American Bar Association. She has been a member of the Los Angeles County Bar Association Trusts & Estates Section Executive Committee and the board of directors of the Los Angeles County Bar Foundation, and is an active member of the National Asian Pacific American Bar Association. Ms. Thoreen also provides pro bono services through Bet Tzedek, Public Counsel and the Alliance for Children’s Rights

October 17-18, 2019 | Santa Clara Convention Center

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