Jerry A. Kasner Estate Planning Symposium

Jerry A. Kasner Estate Planning Symposium (22nd Annual) — Event Research Description

Official Event Details (from the event’s website)

• Event name: 22nd Annual Jerry A. Kasner Estate Planning Symposium
• Dates: August 27th & 28th, 2026
• Venue: Santa Clara Convention Center
• City/Region: Santa Clara, California
• Country: United States
• Industry / theme: Estate planning (legal, fiduciary, trust, and related advisory topics)

1️⃣ Who attends (BUYERS / ATTENDEES)

This symposium is an estate planning–focused legal and advisory event, so the highest-value attendees typically include professionals who influence or directly deliver estate planning outcomes for individuals and families. While we can’t confirm the exact attendee demographics from the website text provided, the event’s subject strongly indicates a mix of:

• Estate planning attorneys (partners, practice group leaders, senior associates)
• Trusts & estates lawyers and elder law–adjacent practitioners
• Financial advisors and wealth managers (especially those who work on trust, retirement, and legacy planning)
• Trust officers / fiduciary professionals from banks and private wealth institutions
• Private client services professionals (relationship managers for high-net-worth clients)
• Compliance, risk, and legal operations stakeholders at professional services firms
• Academic and thought leaders (faculty, continuing education presenters, visiting lecturers)

For buyer-fit, we generally prioritize attendees who either (a) have authority over professional service decisions, or (b) manage client-facing delivery of estate planning/legacy solutions, or (c) can source recommendations for tools, services, or consulting related to estate administration, trust governance, and compliance.

2️⃣ Where the show is happening + attendee geographic origin

Show location: Santa Clara Convention Center, Santa Clara, California, United States.

Likely geographic origin of attendees: For a California-based symposium in estate planning, attendance is commonly dominated by:

• Local / regional professionals across the Bay Area (Silicon Valley), Northern California, and nearby states
• Statewide representation from major California metros (San Francisco, San Jose, Los Angeles, Sacramento areas depending on the draw)
• Some national participation if the symposium’s speakers are prominent and the program supports continuing education that attracts out-of-state practitioners

Because the official website excerpt provided does not state attendee origin or whether participation is primarily local vs. national, we should treat geographic origin as inferred rather than confirmed until we see exhibitor/sponsor or event attendee breakdowns.

3️⃣ Audience reach (Local / National / Global)

Based on the topic specialization and the host location (Santa Clara, California), the most realistic classification is:

• Primary reach: Regional to statewide (Northern California strongly represented)
• Secondary reach: National (through professional networks of estate planning attorneys and wealth advisors)

The provided official text does not specify “national” or “international” reach, so we recommend confirming this using the symposium’s historical exhibitor lists, sponsor announcements, or registration language once available.

4️⃣ Sample buyer company names (BUYERS ONLY) + Websites

We can provide a precise, high-conversion buyer list only after we review your client’s product requirements (what the client sells, who uses it, and the buying role you target). To finalize the “Best Title to Target” and the top buyer-fit companies, please share your client website.

Proposed buyer targets (illustrative, to be validated after client product review):

Note: The table above includes categories and large-fit examples to illustrate likely buyer archetypes for estate planning events. After we receive your client website, we will replace these with 15–20 highly targeted buyer companies that match your exact product use case, buying authority, and event relevance.

5️⃣ Job profiles, industries & event type

Event type: Estate planning symposium / professional education / continuing education style program (legal + advisory audience).

Best job profiles to target (typical for this event theme):

• Partner / Principal, Estate Planning / Trusts & Estates
• Managing Attorney for Trust & Estates or Elder Law practice
• Trust Officer / Fiduciary Services Director
• Private Client Advisor / Wealth Management Advisor (estate-focused)
• Director, Wealth Strategy / Head of Financial Planning
• Compliance & Regulatory Lead (where the product supports governance, documentation, or risk controls)
• Client Services Operations Lead (if the client sells workflow, intake, or document tools)

Industries to use (aligned with estate planning ecosystem):

• Law Practice
• Legal Services
• Financial Services
• Investment Management
• Insurance (for legacy planning + beneficiary structure overlap)
• Trust / Fiduciary services (often falls under Financial Services in industry tagging)

6️⃣ Estimated attendance (expected total footfall)

The official website content provided does not include an attendance figure (expected total footfall). Therefore, we are leaving this as not stated based on the source text we received.

• Estimated attendance: (Not provided in the supplied official text)

7️⃣ Key focus areas & buyer engagement

For an estate planning symposium, the key focus areas typically include (and buyers usually engage around):

• Estate planning strategy (wealth transfer, continuity planning, beneficiary structures)
• Trust administration & fiduciary responsibilities
• Tax-aware planning considerations (where sessions cover practical strategies)
• Documentation & governance workflows (drafting, review cycles, version control, and recordkeeping)
• Client education and risk reduction (reducing mistakes, improving planning comprehension)
• Cross-disciplinary coordination (attorney + financial advisor + fiduciary + insurance components)

Buyer engagement approach (how “We” position value):

We position attendee intelligence around the “decision-making layer” in estate planning and fiduciary services—so the outreach aligns with how these professionals buy tools, services, or partnerships:

• Practice owners and partners who need better client onboarding, drafting support, and operational efficiency
• Trust and fiduciary leaders who need governance reliability, compliance posture, and documentation workflows
• Wealth strategy and private client teams who coordinate estate plans and want scalable client service execution

8️⃣ Client-product fit: best buyers depend on your offering (need your client website)

The “best buyers” we recommend for this symposium will change significantly based on your client’s product. We need to review your client’s website so we can map:

• What the client sells (software, services, education/content, compliance tooling, consulting, etc.)
• Who uses it (attorneys, trust officers, wealth advisors, compliance teams, operations teams)
• Who signs off (partner/in-house counsel/ops director/wealth strategy head/compliance leader)
• Whether it fits law firms, banks/fiduciaries, wealth managers, or insurance players

Please share your client website URL, and we will return: (a) the highest-priority attendee/buyer titles to target, (b) 15–20 buyer company samples with websites, (c) a refined industry list mapped to the symposium audience, (d) a buyer-fit explanation for each company row.

9️⃣ Industry suggestions (mapped from the available industry taxonomy)

Based on the event theme, we recommend the following industry filters as a starting point:

• Law Practice
• Legal Services
• Financial Services
• Investment Management
• Insurance
• Professional Training & Coaching (only if your client sells training/education/content)

Next step (so we can produce the exact 15–20 buyer table you need)

Please send your client website (and briefly describe what the product does and the ideal buyer function). Once we have that, we will generate a complete buyer-focused dataset and a 15–20 row sample table with: Priority, Company, Website, Best Title to Target, Why This is a Good Buyer Fit.