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 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
900.00
STEP Member
US Dollars
1100.00
Non-Member
CPD Points
2
Contact
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