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.
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.