Advising Clients with Global Investments and Assets
M. Read Moore, JD, ACTEC, Partner, McDermott Will & Emery LLP, Menlo Park, California

2019 Current Developments
Andrew M. Katzenstein, JD, ACTEC, Partner, Proskauer, Los Angeles, California

The Interdisciplinary Impact of 199A Deduction 
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler & Associates, Green Bay, Wisconsin

America – the Last Bastion for World Wealth?
Joseph A. Field, JD, SIG International Clients Chair, Senior Counsel, Pillsbury Winthrop Shaw Pittman LLP

Irrevocable Life Insurance Trusts and Crummey Powers
Colleen Barney, JD, LLM in Taxation, Partner, Albrecht & Barney – Irvine, California

The Hybrid Domestic Asset Protection Trust
Steve J. Oshins, JD, AEP (Distinguished), Partner, Oshins and Associates LLC, Las Vegas, Nevada

Secrets of Successful Families: Transferring Values with Wealth
Justin Miller, JD, LLM in Taxation, CFP, ACTEC, AEP, TEP, National Wealth Strategist, BNY Mellon – San Francisco, California

Mediation of Estate Planning Disputes and How to Avoid Them
Honorable James P. Gray (Ret.), ADR Services, Inc., Irvine, California

Estate Planning for Latin American Families and International Tax Challenges
Enrique Hernandez-Pulido, MBA, LL.D., LL.M International Taxation and Tax Policy, Partner, Procopio, San Diego, California and Mexico 

Anti-Money Laundering
Leigh Harter, CFP, ChFC, Managing Director, NFP Insurance Solutions – Chicago, Illinois

MCLE, CPE, CFP, CE

Join us for our Super Bowl Party on February 3, 2019 and networking with Magician, Mark Matsumoto

STEP ORANGE COUNTY
kristin@stepoc.org
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