Join us at our Member Meeting
The Pacific Club
4110 MacArthur Boulevard, Newport Beach, California 92660 • www.pacificclub.org
APRIL 25, 2018
11:30am to 12:00pm - Business Networking
12:00pm to 1:00pm - Lunch Presentation
1 hour MCLE • 1 hour CPE
IMPACT OF THE NEW TAX ACT
on Estate Planning, Income Tax and Life Insurance Planning
Zeb Law, JD, LLM, TEP
Law & Stein LLP, Partner
Irivine, CA
Irivine, CA
- Summary of major tax developments for individuals, trusts, and estates
- Some real examples of how the tax changes will effect Californians
- Revoking B trusts(or adding power of appointment)
- Life insurance changes because of the new tax law
- Changes to charitable contributions
- Unwinding QPRTs and GRATs and DGTs
Members $35 and Non-members $50
if registered online by April 18 (add $10 if afterwards)
if registered online by April 18 (add $10 if afterwards)
SAVE THESE DATES
June 27, 2018
11:30am to 1:00pm
11:30am to 1:00pm
Aug 29, 2018
11:30am to 1:00pm
11:30am to 1:00pm
Oct 31, 2018
11:30am to 1:00pm
11:30am to 1:00pm
Dec 5, 2018
4:00pm to 6:00pm
4:00pm to 6:00pm
Feb 3, 2019
Super Bowl Party
Super Bowl Party
Feb 4-5, 2019
8th Annual Institute
8th Annual Institute
For more information, email kristin@stepoc.org
Sponsored in part by:
