11th ANNUAL KASNER SYMPOSIUM SCHEDULE – SEPTEMBER 17/18, 2015
Santa Clara Convention Center, Santa Clara, CA
Thursday, September 17th
___ CD 1: FUNDAMENTAL TRACK: ESTATE PLANNING FOR EMPLOYEE BENEFITS - Michael J. Jones, CPA,
Elijah M. Keyes, Esq.
___ CD 2: GRANTOR INTENT & FIDUCIARY FLEXIBILITY: DRAFTING FOR THE LONG HAUL- Hugh Magill, Esq.
___ CD 3: THE ETHICS OF BEING MORTAL - Ann Skeet
___ CD 4: FUNDAMENTAL TRACK: ADVANCE HEALTH CARE DIRECTIVES - Janis A. Carney, Esq, Dr. Elizabeth
Landsverk, MD., Judy Passaglia
___ CD 5: INSURANCE: THE 21st CENTURY MEGA-INSURANCE TRUST: DESIGNING THE ILIT TO PROVIDE
MAXIMUM CONTROL, PROTECTION, AND FLEXIBILITY - Steven J. Oshins, Esq.
___ CD 6: THE DEVIL IS IN THE DETAILS: TAX ADMINISTRATION & PROCEDURAL RULES FOR ESTATE
PLANNERS - M. Read Moore, Esq.
___ CD 7: FUNDAMENTAL TRACK: IT BEGINS & ENDS WITH GOOD DRAFTING - Patricia A. Cain,
Darin Donovan, Esq.
___ CD 8: DO YOU KNOW YOUR TRUSTEE? THE GOOD, THE BAD & THE UGLY CHOICES - Paul Barulich, Esq.
___ CD 9: ALL ABOUT THAT BASE & NATURE OF THE ASSETS - Paul S. Lee, Esq.
Friday, September 18th
___ CDs 10,11: CURRENT CALIFORNIA DEVELOPMENTS IN ESTATE PLANNING AND ADMINISTRATION
Robert E. Temmerman, Jr., Esq
___ CDs12,13: FEDERAL TAX UPDATE (AND MORE) - Samuel A. Donaldson
___ CD 14: TIES THAT DON’T BIND: SETTLOR’S & BENEFICIARIES’ TAX-SENSITIVE POWERS
Carol A. Harrington, Esq., Julie Miraglia Kwon, Esq.
___ CD s 15-16: INCOME TAX PRIMER FOR ESTATE PLANNERS - David M. Sacarelos, CPA, Elizabeth S. Sevilla, CLU, ChFC
___CD 17: BUSINESS SUCCESSION PLANNING: CLIENT DILEMMAS & HOW TO ADDRESS THEM EFFECTIVELY
Leslie Dashew, Michael J. Jones, CPA, Justin Miller, Esq.
___ CD 18: POWER TO THE PEOPLE: POWERS OF APPOINTMENT, TAX AND PROPERTY LAW ISSUES
Carol A. Harrington, Esq., Julie Miraglia Kwon, Esq.
___ CD 19: DIGITAL ASSETS: FROZEN OR MOVING? - Soyeun D. Choi, Esq. James Timothy Maximoff, Esq.
___ CD 20: ESTATE & TAX PLANNING FOR UNICORNS & OTHER EXOTIC GAME - Leigh Wasson,
Lara Gilman, Esq., David S. Howard, Esq. , Ashmeet Sidana
___ CD 21 : Kasner Video (and live testimonials), Q & A SESSION - Patricia A. Cain, Professor of Law,
Samuel A. Donaldson, Professor of Law, Francis B. Doyle, Esq., Carol A. Harrington, Esq.
Closing Comments and Dismissal - Charles H. Packer, Esq.,