17th Annual Jerry A. Kasner Estate Planning Symposium

The 17th Annual Jerry A. Kasner Estate Planning Symposium is a prestigious event dedicated to honoring the legacy of Jerry A. Kasner, a renowned attorney, CPA, author, and professor of Tax Law and Estate Planning at Santa Clara Law from 1961 to 1998. This symposium provides attendees with the opportunity to gain valuable insights, earn continuing education credits, and engage with peers on critical issues within the estate planning community.

Key topics covered during the symposium include cross-border trust considerations, as exemplified by the session "Road Trip! What to Consider When Your Trust Crosses Borders," led by Laurelle Gutierrez and Toni Ann Kruse. This session delved into the complexities and essential factors to be mindful of when managing trusts that span multiple jurisdictions.

The event also features networking opportunities, allowing professionals to connect and discuss emerging trends and challenges in estate planning. Notable speakers, such as Laurelle Gutierrez and Toni Ann Kruse, bring their expertise to the forefront, enriching the symposium's content and providing attendees with practical knowledge applicable to their practices.

This symposium is ideal for estate planning professionals, including attorneys, CPAs, financial advisors, and trust officers, who seek to stay informed about the latest developments in the field and enhance their professional skills through comprehensive sessions and peer interactions.