STEP Orange County’s Only Conference
Focusing on U.S. and International Issues
FEBRUARY 4-5, 2019
Nationwide MCLE, CPE, CFP, CTFA
California CE


America – the Last Bastion for World Wealth
Joseph A. Field, JD, TEP
SIG International Clients Chair
Senior Counsel, Pillsbury Winthrop Shaw Pittman
New York, New York

Interdisciplinary Impact of the 199A Deduction
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
Partner, Keebler & Associates
Green Bay, Wisconsin

2019 Current Developments
Andrew M. Katzenstein, JD, ACTEC
Partner, Proskauer
Los Angeles, California

Life Insurance Planning After the New Tax Act
Leigh Harter, CFP, ChFC, TEP
Managing Director, NFP Insurance Solutions
Chicago, Illinois

Hybrid Domestic Asset Protection Trust
Steven J. Oshins, JD, AEP (Distinguished)
Partner, Oshins and Associates LLC
Las Vegas, Nevada

Secrets of Successful Families: Transferring Wealth & Values
Justin Miller, JD, LLM, CFP, ACTEC, AEP, TEP
National Wealth Strategist, BNY Mellon
San Francisco, California

Planning for Latin American Families and International Tax
Enrique Hernandez-Pulido, MBA, LLD., LLM
Partner, Procopio
San Diego, California and Mexico

Irrevocable Life Insurance Trusts and Crummey Powers
Colleen Barney, JD, LLM
Partner, Albrecht & Barney
Irvine, California

Tax and Wealth Planning
Paul S. Lee, JD, LLM, ACTEC, TEP
Global Fiduciary Strategist, Northern Trust
New York, New York

Advising Clients with Global Investments and Assets
Read Moore, JD, ACTEC
Partner, McDermott Will & Emery LLP
Menlo Park, California

Asset Protection: Creditor Rights and Tactics
Jay D. Adkisson, JD
Partner, Riser Adkisson LLP
Newport Beach, California and Las Vegas, Nevada

Mediation of Estate Planning Disputes and How to Avoid Them
Honorable James P. Gray (Ret.)
ADR Services, Inc.
Irvine, California

Helping Fiduciaries Deflect the Arrows Aimed at Them
Sandra D. Glazier, JD
Partner, Lipson Neilson
Bloomfield Hills, Michigan

Please check back soon for the full agenda.

Online registration open soon


February 7-8, 2018 Press Release


“As an exhibitor and an attendee, not only do you have exposure to top level professionals, but also get to sharpen your skills with the best speakers in the country. Held at a great venue in Newport Beach with a fun cocktail party – you just might be able to skip the trip to Orlando for Heckerling.”
Name: Carsten Hoffman, ASA, TEP, Newport Beach
Company: Stout Risius Ross, LLC

“I was so impressed at the caliber of the February 2018 Conference that the Committee had been able to achieve. I thought the program and the speakers were excellent and the organization of everything was second to none. A very slick event indeed!”
Name: Patricia Wass, TEP, Plymouth, UK
STEP Worldwide Chair
Company: Enable Law

“Great people, great topics, great location. That sums up the STEP Orange County conference for me. It was a well-organized and highly valuable experience on an educational and professional level. I look forward to attending again next year.”
Name: Brent Nelson, JD, LLM, TEP, Tucson, Arizona
Company: Snell & Wilmer L.L.P.

1 Park Plaza, Suite 900  •  Irvine, CA 92614  •  949.263.1040  •  kristin@stepoc.org
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