STEP Orange County's Only Conference
Focusing on U.S. and International Issues
The STEP Orange County conference will cover the most important domestic and international estate and tax planning opportunities for attorneys, accountants, wealth managers, financial advisors, and life insuance agents, as well as provide insights for corporate trustees, private fiduciaries, and charitable planning consultants. The conference will cover critical issues related to the recent election in Mexico and the upsurge of foreign investments in U.S. assets, particularly from Asia. There will be enjoyable networking events, such as a top-notch cocktail reception, catered breaks, and farewell drinks. We look forward to learning and sharing with you.
Kristin Yokomoto
STEP Orange County Chair

"I was so impressed at the caliber of the STEP Orange County conference. I thought the program and speakers were excellent and the organization of everything was second to none. A very slick event indeed!"
- Patricia Wass, 2018 STEP Worldwide Chair

"Great people, great topics, great location.  That sums up the 2018 STEP Orange County conference for me.  It was a well-organized and highly valuable experience on both educational and professional levels.  I look forward to attending again next year."
- Brent Nelson, JD, LLM, TEP - Snell & Wilmer L.L.P., Tucson, Arizona

"The STEP Orange County Institute is the preeminent conference for the sharing of cutting edge estate, trust, gift and succession planning ideas among some of the nation’s most talented attorneys, financial advisors and CPAs. Finally, and perhaps most importantly, STEP Orange County Members have a great time!"
- Tom Monaghan, CPA, TEP - Allen Haight & Monaghan LLP, Irvine, California

"As an exhibitor and an attendee, not only do you have exposure to top level professionals, but you also get to sharpen your skills with the best speakers in the country. Held at a great venue in Newport Beach with a fun cocktail party - you just might be able to skip the trip to Orlando for Heckerling."
- Carsten Hoffman, ASA, TEP - Stout Risius Ross, Newport Beach, California