9th Annual Institute on Tax, Estate Planning and the World Economy - 3-4 February 2020

Host group
Host Left
Event Type

Fashion Island Hotel
690 Newport Center Drive
Newport Beach
CA, CA 92660
United States of America

Conference focus:

  • Hot topics - 2020 Estate, Gift and GST updates
  • Tax planning strategies for irrevocable trusts
  • Transfer strategies for unusual and hard-to-value assets
  • Addressing the uncertainty of Social Security's future viability
  • Considerations in the domestication of foreign trusts
  • Selecting the appropriate trustee to match your grantors' needs and values
  • How tax reform has changed planning with life insurance assets
  • Income tax traps inherent in sub-trust funding
  • Planning for the transfer or sale of diversified real estate assets
  • Settling estates with complex family partnership assets
  • How changing family structures and generational attributes will change estate planning
Cost group
Event Cost
US Dollars
STEP Member
US Dollars
CPD Points
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.
Greg Custer
Add to Calendar Disabled