12th Annual Institute on Tax, Estate Planning and The World Economy 2024 | Step Conference | 15 February 2024 | Balboa Bay Club, Newport Beach, 1221 West Coast Hwy, Newport Beach, CA 92663, USA

Its that time again! Time to begin thinking about this event! This is our 12th year, and like they always say, “12th time’s a charm!” despite the fact that nobody actually says that, this 12th iteration of the institute is absolutely going to be a charm!

As many of you know, we sort of “eased” our way back to putting on live events last year. This year, no more of that nonsense – we are back to shooting for big, bold, and brash! With the best speakers in the industry coming to the venue from all over the world, and a third-day featuring material that will be of particular interest to practitioners seeking ethics and bias credits. The material is more relevant than ever, and will be delivered in multiple language channels through technology.

As we are at such a beautiful facility near so many fantastic things to see and do, it would be a crime to not take advantage, so we are actually injecting fun into the conference. There will be duffy rides, special dinners, local attractions for our out-of-town attendees.

Conference Program Includes:
• Hot Topics – 2024 Estate, Gift and Gst Updates
• Advanced Generation Skipping Tax Issues
• International Estate Administration
• Us - Uk Estate Planning
• Us - China Estate Planning
• Us - Latam Estate Planning
• Corporate Transparency Act
• Modern Families and Trusts

2024 Speakers

John Barnett
MA(Oxon) CTA(Fellow) TEP, Solicitor - Partner, Burges Salmon LLP

Steven Boyd
Senior Vice President and Senior Wealth Advisor, Northern Trust

Cynthia D. Brittain
J.D., TEP, Partner Karlin & Peebles

Robert W. Dietz
CFA, National Director of Tax Research—Investment & Wealth Strategies Group

Jeremiah W. Doyle IV
J.D., LL.M. (tax), LL.M. (banking), ACTEC Fellow, AEP (Distinguished), Senior Director, BNY Mellon Wealth Management

Ashley Fife
Counsel, Carey Olsen

Daniel Frajman
BCL, LL.B, TEP, STEP Montreal Past-Chair, Spiegel Sohmer Attorneys

Thomas J. Frank
Jr., J.D., TEP, CIMA

Michael Gordon
J.D., LL.M., Partner, Gordon, Fournaris & Mammarella, P.A

Carsten Hoffmann
Managing Director, Stout

Andrew M. Katzenstein
J.D., LL.M., ACTEC, Partner Proskauer

Erica E. Lord
Chief Fiduciary Officer, Head of Advice and Planning BNY Mellon Wealth Management

Alex HC Lu
Partner, Grandall Law Firm

Kevin J. Moore
Founder, KJMLAW Partners

Michael D. Mulligan
J.D., ACTEC, Member Lewis Rice LLC

Maria‐Soledad Otero
Partner, Karlin & Peebles, LLP

Christine Quigley
Practice Group Leader, ArentFox Schiff LLP

Craig Redler
J.D., TEP, STEP Orange County Chair Law Offices of Craig S. Redler

Nicola Saccardo, Avvocato
LL.M., STEP, ACTEC, TIAETL, partner, Charles Russell Speechlys LLP

John Sandweg
Partner, Nixon Peabody

Ethan Wang
Partner, Grandall Law Firm

Megan R. Worrell
Managing Director, Senior Wealth Advisor Global Families Group

Leslie Wright
Chairman, North America, Bonhams

Shudan Zhou
J.D., Partner, Norton Rose Fulbright

2024 Sponsors

Title Sponsor:
• Bridgeford Trust Company

Sponsors:
• Armanino
• AltaView Advisors
• BNY Mellon Wealth Company
• LSL
• Premier Trust
• Whittier Trust
• Bryn Mawr Trust
• South Dakota Trust Company
• JTC
• Berkshire
• Bonhams
• Aventus Group
• Karlin & Pebbles, LLP
• Commercial Loan Corporation
• Wealth Enhancement Group
• SMBC Manubank