STEP LA branch annual general meeting. 15 December 2021

Webinar Link & Materials
Final details will be sent by email after 9:00 PST on the morning of the program.

Registration ends at 9:00 PST on December 15, 2021.

Speakers

• Stephen Akers, Bessemer Trust
• Paul Lee, Northern Trust

Estate Planning Current Developments with Stephen Akers, Bessemer Trust Legislative proposals and developments are the most important current developments for 2021, but the presentation will also address other regulatory and case law developments in 2021. Practical impacts of developments on current planning issues with clients are emphasized.

Build It Up… Back Down… Better? with Paul Lee, Northern Trust Proposed tax legislation will significantly change the income tax landscape for wealthy families. This presentation will try to answer the myriad of questions that may be on your mind: What should taxpayers do this year? What does income tax planning look like in the future? What other changes may be on the horizon?

Please join us!