Conference on Tax, Estate Planning, and the Economy
The Society of Trust and Estate Practitioners (STEP) is holding its 4th Annual Institute on Tax, Estate Planning and the Economy conference on January 22 – 24, 2015 at the Newport Beach Marriot Hotel & Spa in Newport Beach, California. Provided below is a list of topics that will be covered:
- Decanting an Irrevocable Trust: The Ultimate Do-Over
- The Top Ten Reasons International Families Establish U.S Situs Trusts
- Dealing with The Asian Client: Some Common Issues, Some Unique Issues, Some Tax Traps For Asians (and foreigners generally)
- Incomplete Gift Non-Grantor Trusts: State and Federal Income Tax Considerations
- Creative Uses of 529 Plans: The Educational Dynasty Trust
- Estate Planning Considerations for Persons Having Connections with Latin America, with emphasis on Mexico, Argentina, Brazil, Colombia and Chile
- Privacy In A Transparent World: FATCA, Son Of FATCA (the UK version), IGA’s – Is FATCA Now Obsolete?
- Following The Map of Foreign Asset Protection Trusts: A Country By Country Review Of The Best Offshore Asset Protection Legislation
- Grantor Retained Annuity Trusts: Why they May Be More Relevant Than Ever
- Family Limited Partnerships Including a Discussion Of The Step Transaction Doctrine, Qualifying for the Annual Exclusion and Defined Value Formula Gifts
- Recent Developments In Income and Estate Tax Planning For Art
- Special presentation by the Consul General of Luxembourg
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