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Louis S. Harrison and Chelsea J. Suttmann to Present at the 22nd Annual Jerry A. Kasner Estate Planning Symposium

  Harrison LLP  ·  2 minute read

Louis S. Harrison and Chelsea J. Suttmann will be presenting at the 22nd Annual Jerry A. Kasner Estate Planning Symposium taking place August 27 and 28. Lou will speak on a panel titled "Turning the Focus to Us as Practitioners: Important Strategies to Make the Quality of Our Practice Lives Equal to the Quality of Our Client Services." The panel will cover thoughtful strategies and considerations for estate planning practitioners and is taking place on Friday, August 28. Chelsea's session, "Whose Law Is It Anyway? Conflict of Laws in Trusts and Estates," will also take place on Friday, August 28 and will provide a practical framework for resolving conflicts between competing state laws, paying particular attention to the divergent treatment of real property versus intangible personal property, California's governmental-interest approach to conflicts of law, and the Second Restatement's issue-by-issue analysis of validity, construction, and administration.

The Jerry A. Kasner Estate Planning Symposium offers Continuing Education Credits for estate planning attorneys, accountants, and related financial services professionals licensed in the state of California. The 2026 symposium will take place in Santa Clara, California, on August 27 & 28.

Learn more about the symposium here.

Lou Harrison’s practice encompasses all aspects of trust and estate planning, including estate and business planning for closely held companies. In addition to individuals in need of sophisticated planning, Lou represents numerous family offices, public figures, CEOs of public companies, closely held businesses, and other entities and prominent individuals.

Lou has long been recognized as one of the premier estate planning attorneys in the country. During his nearly four-decade career, he has developed unique and creative estate planning techniques which are utilized by high-end estate planners across the country. Recognizing his extraordinary talent, attorneys across the nation view Lou’s estate planning documents as “best practices” for complex planning. He is a frequent keynote speaker, and he has written more than 200 articles on a broad range of estate planning topics which have been published in legal, accounting, tax, and estate planning journals and periodicals. Lou has also co-authored two books, and he collaborates with other practitioners around the country regarding advanced planning matters and defending plans before the Internal Revenue Service.

Chelsea’s law practice focuses primarily on estate planning, trust and probate law, estate and gift taxation, and business formation, maintenance, and succession for family-owned businesses. Chelsea’s family background includes several generations of small business owners and entrepreneurs, encouraging her to specialize in advising and counseling family business owners on estate planning, business succession planning, and business formation and maintenance matters. She also provides counsel to high-net-worth individuals and families regarding lifetime and post-death gifting, estate tax considerations, and asset protection strategies.

Chelsea has been ranked in the 2026 Chambers High Net Worth Guide for Private Wealth law in Northern California and has been repeatedly recognized as a "Rising Star" on the Northern California Super Lawyers List. She also lectures on various topics, including estate planning, estates and trusts, and estate and gift taxation.

 

Jerry A. Kasner Estate Planning Symposium

The 22nd Annual Jerry A. Kasner Estate Planning 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. Proceeds from the Jerry A. Kasner Estate Planning Symposium contribute to the Jerry A. Kasner Endowed Professorship at Santa Clara University School of Law.

Harrison LLP

Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal counsel. Founded in 2003, the firm advises fiduciaries, high net worth families, and family offices on estate planning, trust administration, charitable guidance, tax controversies, trust and estate litigation, succession planning, and family law.