9TH ANNUAL INSTITUTE ON
TAX, ESTATE PLANNING AND THE WORLD ECONOMY
 
FEBRUARY 3-4, 2020, FASHION ISLAND HOTEL
NEWPORT BEACH, CALIFORNIA, USA
 

On behalf of the board members of the Society of Estate & Trust Practitioners Orange County, I would like to personally invite you to our 9th Annual Institute.

We have been hard at work to plan this year’s institute incorporating the best our industries have to offer. We strive to keep you abreast of the ongoing developments and how they may affect you, foster professional relationships, while also having an enjoyable few days in one of the most beautiful locations in the world.

As practitioners, we are facing an array of new changes and challenges. These changes will impact each of our industries, whether legal, accounting, fiduciary, insurance or wealth management. As advisors, we need to understand how these changes may impact our recommendations, and our businesses.

Join us as we hear from national experts providing the latest timely information and advanced planning strategies that you need to provide cutting edge recommendations, as well as adjust our businesses by turning these new challenges into opportunities.

Greg Custer
STEP Orange County Chair

Conference program includes:
  • Hot Topics - 2020 Estate, Gift and GST updates
  • Tax planning strategies for irrevocable trusts
  • Transfer strategies for unusual and hard-to-value assets
  • Addressing the uncertainty of Social Security’s future viability
  • Considerations in the domestication of foreign trusts
  • Selecting the appropriate trustee to match your grantors’ needs and values
  • How tax reform has changed planning with life insurance assets
  • Income tax traps inherent in sub-trust funding
  • Planning for the transfer or sale of diversified real estate assets
  • Settling estates with complex family partnership assets
  • How changing family structures and generational attributes will change estate planning
 
 
STEP MembersNon-Members
Early rate before November 30, 2019$700$900
Regular rate$900$1,100
We are applying for 14 hours of nationwide continuing education for attorneys, accountants and certified financial planners, and up to 14 hours for California insurance professionals. Program includes 1 hour of Ethics.

 

TESTIMONIALS
"I was so impressed at the caliber of the STEP Orange County conference!"
- Patricia Wass, Previous Chair, STEP Worldwide
 
"The preeminent conference for sharing cutting edge estate, trust, gift and succession planning ideas among some of the nation’s most talented attorneys, financial advisors and CPAs."
- Tom Monaghan, CPA, MST, TEP - Windes
 
"Great people, great topics, great location."
- Brent Nelson, JD, LLM, TEP - Snell & Wilmer L.L.P.
 
"You just might be able to skip the trip to Orlando for Heckerling."
- Carsten Hoffman, ASA, TEP - Stout Risius Ross