Conference

4th Annual Institute on Tax, Estate Planning and the Economy

Hosted by
A Collaboration between STEP Orange County and the University of California, Los Angeles (UCLA) School of Law
Event type
Conference
Venue
Newport Beach Marriott Hotel & Spa
Address
900 Newport Center Drive
Newport Beach
California
92660
Country
USA
Date
22 January 2015 - 24 January 2015
Description

Topics

  • Decanting an Irrevocable Trust: The Ultimate Do-Over
  • The Top Ten Reasons International Families Establish U.S Situs Trusts
  • Dealing with The Asian Client: Some Common Issues, Some Unique Issues, Some Tax Traps For Asians (and foreigners generally)
  • Incomplete Gift Non-Grantor Trusts: State and Federal Income Tax Considerations
  • Creative Uses of 529 Plans: The Educational Dynasty Trust
  • Estate Planning Considerations for Persons Having Connections with Latin America, with emphasis on Mexico, Argentina, Brazil, Colombia and Chile
  • Privacy In A Transparent World: FATCA, Son Of FATCA (the UK version), IGA's - Is FATCA Now Obsolete?
  • Following The Map of Foreign Asset Protection Trusts: A Country By Country Review Of The Best Offshore Asset Protection Legislation
  • Grantor Retained Annuity Trusts: Why they May Be More Relevant Than Ever
  • Family Limited Partnerships Including a Discussion Of The Step Transaction Doctrine, Qualifying for the Annual Exclusion and Defined Value Formula Gifts
  • Recent Developments In Income and Estate Tax Planning For Art
  • Special presentation by the Consul General of Luxembourg

A full list of speakers to follow. 

Plus - new for this year:

Pre-conference workshop: ‘Mastering the basics and moving on to the cutting edge’, Wednesday 21 January 2015

Find out more information on Sponsorship opportunities 

CPD
21 Continuing Education Hours Applied For (Attorneys, CPAs, CFPs and Insurance Professionals

CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.

Cost:
STEP Members and UCLA Law Alumni, faculty and students Early Bird Rate USD 775.00 (expires on 30 September 2014)
Non Members Early Bird Rate USD 875.00 (expires on 30 September 2014)
STEP Members and UCLA Law Alumni, faculty and students USD 825.00
Non Members USD 925.00
Contact name
Grace Carroll
Contact phone
(949) 440-3298
Contact email
msilberfarb@globalfinancialinst.org
Details
PDF icon STEP OC Conference Brochure 2015 (PDF 950KB)
Register Add to Calendar 4th-annual-institute-tax-estate-planning-and-economy 01/22/2015 01/24/2015 Newport Beach Marriott Hotel & Spa, 900 Newport Center Drive, Newport Beach, California , 92660 A Collaboration between STEP Orange County and the University of California, Los Angeles (UCLA) School of Law 4th Annual Institute on Tax, Estate Planning and the Economy TopicsDecanting an Irrevocable Trust: The Ultimate Do-OverThe Top Ten Reasons International Families Establish U.S Situs TrustsDealing with The Asian Client: Some Common Issues, Some Unique Issues, Some Tax Traps For Asians (and foreigners generally)Incomplete Gift Non-Grantor Trusts: State and Federal Income Tax ConsiderationsCreative Uses of 529 Plans: The Educational Dynasty TrustEstate Planning Considerations for Persons Having Connections with Latin America, with emphasis on Mexico, Argentina, Brazil, C Hosted by: A Collaboration between STEP Orange County and the University of California, Los Angeles (UCLA) School of Law . Contact: Grace Carroll. Contact phone: (949) 440-3298. Contact email: msilberfarb@globalfinancialinst.org