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Conference

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
PDF icon Agenda
Register Add to Calendar events/9th-annual-institute-tax-estate-planning-and-world-economy-3-4-february-2020 02/3/2020 02/4/2020 Fashion Island Hotel, 690 Newport Center Drive, Newport Beach, CA, 92660 STEP Orange County 9th Annual Institute on Tax, Estate Planning and the World Economy - 3-4 February 2020 Conference focus: Hosted by: STEP Orange County. Contact: Greg Custer. Contact phone: -. Contact email: administrator@stepoc.org