STEP LA branch annual general meeting. 15 December 2021

Host group
Host Left
Hosted by
STEP Los Angeles
Event Type
Web Event

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.


  • 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!

Cost group
Event Cost
11:00 - 11:30 PST (STEP LA members only) 11:30 - 13:00 PST (14:30 E.S.T)
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.
1.5 hours of continuing education for attorneys and accountants
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