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

Host group
Host Left
Event Type
Conference
Date
-
Venue

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

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
900.00
STEP Member
US Dollars
1100.00
Non-Member
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.
2
Contact
Greg Custer
administrator@stepoc.org
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