13th Annual Institute on Tax, Estate Planning and the World Economy
STEP Orange County
Newport Beach, CA 92663
Private Wealth Services attorney Jennifer Campbell and Tax attorneys Maria Otero and Eugenio Grageda will participate as speakers during the 13th Annual Institute on Tax, Estate Planning and the World Economy, hosted by STEP Orange County. Holland & Knight is a proud sponsor of this event, which offers professionals skill-building workshops, informative discussions and networking opportunities. Presentations will cover various topics, including estate planning, asset protection, private placement life insurance and the impact of artificial intelligence (AI) on the industry.
Session Times and Topics
U.S.-Mexico Tax Considerations with U.S. Trusts and Maquiladoras
8:00 – 9:00 a.m.
Speakers: Maria Otero and Eugenio Grageda
Issues in Estate Administration
3:30 – 4:20 p.m.
Speaker: Jennifer Campbell