9th Annual Institute on Tax, Estate Planning and the World Economy - 3-4 February 2020
- Host Branch
- STEP Orange County
- Event type
- Conference
- Venue
- Fashion Island Hotel
- Address
- 690 Newport Center Drive
Newport Beach
CA
92660 - Country
- USA
- Date
- 3 February 2020 - 4 February 2020
- Description
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:
-
Early Bird rate by November 30, 2019
STEP Member: 700 USD
Non-Member: 900 USD
After November 30, 2019
STEP Member: 900 USD
Non-Member: 1,100 USD
- Contact name
- Greg Custer
- Contact phone
- -
- Contact email
- administrator@stepoc.org
- Details
Agenda