The 14th Annual STEP International Tax & Estate Planning Forum 2022 | Greenberg Traurig, LLP | 5 May 2022 | Surf and Sand Resort, 1555 S Coast Hwy, Laguna Beach, CA 92651, USA

Venue
Surf and Sand Resort
Surf and Sand Resort, 1555 S Coast Hwy, Laguna Beach, CA 92651, USA

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Event Date Thu May 5 PDT - Fri May 6 PDT (over 2 years ago)
In your timezone (EST): Thu May 5 3:00am - Fri May 6 3:00am
Location Surf and Sand Resort
1555 S Coast Hwy, Laguna Beach, CA 92651, USA
Region Americas
Details

Presented by leading national and international speakers. Sessions will focus on key issues for your practice today. This conference includes broad ranging topics plus more focused topics from our specialist panels. There will also be networking opportunities such as networking breaks, lunches and an evening cocktail reception.

Speakers

2022 Speakers

Paul Baker
Rawlinson, Hunter LLP

Courtney Christensen
Winston, Art Group

Karen Clark
TEP, Family Office Executive, Independent Family Office Advisor, and Trust Protector

Jacopo Crivellaro
Partner, Baker & McKenzie Geneva

Nancy L. Golding
Director, Trust & Estate Law

Patrick Harney
TEP, Mishcon de Reya LLP

William Kambas
TEP, Withers Bergman LLP

Joseph Kellog
WE, Family Offices

Paul S. Lee
Chief Tax Strategist, Northern Trust Wealth Management

Rodney Luker
TEP, Hume Taylor & Co

Patrick Schurtenberger
UBS, Swiss Financial Advisers AG

Jean Tardy-Vallernaud
TEP, Gainsborough Capital LLC

Steven Toscher
Hochman Salkin Toscher Perez, P.C

Sonia Velasco
Partner, Private Client & Wealth Management

Diana Wierbicki
Withers Bergman, LLP

Jeannette Yazedjian
TEP, Karlin & Peebles LLP

Bruce Zagaris
TEP, Berliner Corcoran & Rowe LLP

Laura Zwicker
TEP, Greenberg Glusker Fields Claman & Machtinger LLP

Sponsors & Partners

2022 Sponsors

HEADLINE SPONSORS:
• BridgeFord Trust Company

DINNER SPONSORS:
• City National Bank
• RBC

BREAKS SPONSOR:
• SDTC

LUNCH SPONSOR:
• UBS Swiss Financial Advisers

BAG SPONSOR:
• Bryan

LANYARD SPONSOR:
• Karlin & Peebles, LLP

STICK SPONSOR:
• withersworldwide

DIAMOND SPONSORS:
• Alta View Advisors
• Wilmington Trust