Virtual conference: 10th Annual Institute on Tax, Estate Planning and The World Economy 2021 | STEP – Advising Families Across Generations | 8 February 2021 | Virtual Event

On behalf of The Board of the STEP Orange County, I am pleased to extend this invitation to its 10th Annual Institute on Tax, Estate Planning, and the World Economy.

We can all agree that 2020 has presented unique challenges for everyone. Adjusting to working in a different way, challenges in seeing clients and conducting our business safely hasn't been easy. When the pandemic began, we recognized that we needed to adapt The Institute to a virtual event. Our primary objective is to retain the exceptional presentations, education and networking that has been carefully cultivated over previous years and ensure we add real world value for members.

We are pleased to deliver a professionally produced experience using the best accessible technology. This will not simply be a day of videos; our 17 nationally recognized presenters, keynote speakers, and sponsors even have virtual booths with drawings all designed to provide an exceptional experience, similar to a live event. The 19 hours of Continuing Education Credit will be available for review and credit for 30 days following the Institute.

We're also excited to have added a Master Class Series for attendees interested in delving deep into a particularly interesting or complex topic. These 90 minute seminars will be a working discussion facilitated by an expert. In these elective sessions, members can participate in the discussion as the group dives into great detail. We are confident that engaging in this way will be well received.

2021 Speakers

Richard J. Albrecht, J.D., LLM, TEP
Founding Partner, Albrecht & Barney

Jonathan Blattmachr, J.D.
Principal, Pioneer Wealth Partners

Jere Doyle, J.D., LL.M.
Senior Vice-President, BNY Melon

Hon. Michael A. Ferguson, M.P.P.
Senior Advisor, BakerHostetler

David A. Handler, J.D.
Partner, Kirkland & Ellis, LLP

Jillyn Hess-Verdon, J.D.
Managing Partner, Hess-Verdon & Associates, PLCC

Andrew M. Katzenstein, J.D., LL.M.
Partner, Proskauer Rose, LLP

Andrea Kushner, J.D., LL.M.
Senior VP and Director, Wealth Strategies Group, Bernstein Private Wealth Management

Paul Lee, J.D., LL.M.
Chief Tax Strategist, The Northern Trust Company

Jonathan Lurie, J.D.
Partner, Venable, LLP

R. Hugh Magill, J.D.
Chief Fiduciary Officer & Global Director of Trust Service

Shaun McNaughton, J.D., M.A.
Associate, Brown & Streza LLP

Tabetha M. Peavey, J.D.
Associate, Venable, LLP

Mark Powell, J.D.
Partner, Private Client Services, Snell & Wilmer

John W. Prokey, J.D.
Partner, Ramsbacher, Prokey, Leonard, LLP

Michael Rosen-Printz, J.D.
Partner, McDermott Will & Emery, LLP

Tim Voorhees, J.D., MBA, AEP®
Principal Partner, Family Office Law

Laura Zwicker, J.D.
Chair, Private Client Services Group, Greenberg Glusker

2021 Sponsors

TITLE SPONSOR:
• Bridgeford Trust Company

SILVER SPONSOR:
• BID Fast and Last

MID DAY SPONSORS:
• Abell
• Whittier Trust

KEYNOTE SPEAKER SPONSOR:
• BNY Wealth Management

SPEAKER SPONSORS:
• Baker Hostetler
• Capital Group
• US Private Wealth Management

LOGO SPONSORS:
• Allliance
• Hearth Stone