These last few years have been challenging for everyone. We all know the only constant is change! Current and looming signs of economic downturns seem to dominating conversations in financial services circles. This year will be particularly important as our presenters are focusing on the many changes that we face in planning for our clients.

In the past our event has been in person. Two years ago, conditions dictated that the event be completely virtual. Last year we had hoped to go back to in-person when a sudden surge in the virus caused us to cancel the institute altogether at the last minute. This year we are pleased to announce that we are back to “business as usual” with all presentations being presented in front of a live and in-person audience! While the Pandemic has certainly lessened from its peak, it none the less persists. In deference to those that are immunocompromised or otherwise unable to travel, we will still provide a virtual option thus allowing all to attend. Click here for a link to a short clip describing the most recent event. Having learned a lot from the virtual event, we will retain much of the production improvements and make this year’s Institute one of the best.

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.

We thank our sponsors and look forward to welcoming you to the 2023 Institute Experience, The 11th [mostly] Annual Institute on Tax Estate Planning and the World Economy.

Craig Redler
STEP Orange County Chair

Conference program includes:

• Hot Topics - 2023 Estate, Gift and GST updates with Andy Katzenstein
• Understanding the various and sophisticated levels of asset protection
• Advanced methods of preparing for liquidity events
• Tax efficient structures for life insurance
• How to find the right situs
• Entity choices for business owners for tax, asset protection and Section 1202 benefits
• Next level for donor advised funds and private foundations
• US and China planning
• How to make sure your clients’ insurance is appropriate.
• Reprisal of Master Class Series where we spend 2 hours diving deep into complex topic in a small discussion group

We are applying for 16 hours of continuing education for MCLE, CPE, CA Insurance, CFTA and CFP. The Program includes one hour of Ethics for attorneys. Because of concurrent sessions, only 11 hours might be possible.