PAST MEETINGS

  • February 11-12, 2025 - 13th Annual Institute
  • June 25, 2025 - The use of the Private Retirement Trust in California: Statutory – Based Exemption Planning Under CCP Section 704.115

  • April 27, 2022 - Using Installment Sales to Non-Grantor Trusts for Estate and Income Tax Planning
  • August 3, 2022 - A Sale to a BIDIT Should Work as Well as a Sale to an IDIT
  • October 5, 2022 - Income Tax Charitable Deductions From Blue Collar to Billionaires

  • February 4-5, 2019 - 8th Annual Institute
  • April 24, 2019 - Philanthropy - Understandig the Vehicles Your Clients Can Use to Accomplish Their Charitable Goals
  • May 22, 2019 - Spring/Summer Mixer
  • June 26, 2019 - Impact of the Foreign Succession Laws on US Planning
  • August 21, 2019 - How to do Trust Administration the Right Way - What Every Attorney, Financial Advisor and Insurance Agent Needs to Know
  • October 22, 2019 - Tips from the Collaborative Advisory Team for Your Client's Successful Business Succession Planning

STEP ORANGE COUNTY
administrator@stepoc.org
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