Summary
24-25 Jan 2012 - Conference, 26 Jan 2012 - post-conference workshop. A curriculum designed to provide strategies beneficial to clientele presented by one of the mostoutstanding faculties on the lecture circuit today.
cONTINUE rEADING
Orange County Chapter of STEP and the University of California at Irvine’s School of Law and Paul Merage School of Business organize a conference about how to take advantages in terms of tax, estate planning and economy.
Some of the topics treated will be:Opportunity Shifting, Installment Note Sales, Funded ILIT, Business Succession Planning, Buy Sell Planning, Broad BDIT Planning Clientele Base, Planning for Low Growth Assets, Planning for Substantial Assets, Retirement Plan, Unmarried Partners, Gifting and Pre-Nuptial.
