The Society of Trust and Estate Practitioners (STEP)
SAVE THE DATE
Super STEP Conference
Wednesday, January 25, 2012
Live from the Shady Canyon Golf Club
100 Shady Canyon Drive, Irvine, CA 92603

• Program commencing at 8:00 AM and concludes at 3:00 PM PST
• Includes breakfast, lunch and networking reception from 3:00 – 4:00 PM PST
• 6 Hours of MCLE and CE for CPAs, CFPs, and insurance professionals applied for
• Admission Fee $ 275.00, check made payable to STEP-OC

“Putting It All Together: Evaluation, Selection and Implementation Decision Making for Wealth Shifting Techniques; An Analytical, Actuarial, Financial and Practical Guide for the Conscientious Advisor” –  Jonathan Blattmachr, Esq., Retired Partner, Milbank, Tweed, Hadley & McCloy, LLP

“Gifts By Foreign Persons To US Persons: Traps And Planning
Suggestions” – Professor Jerome Hesch, Esq., Director, Notre Dame University Tax Institute and Faculty Member,
University of Miami School of Law

“The Challenges of an Aging Population” – Andrew J. Policano, Dean, The Paul Merage School of Business at the University of California at Irvine

“The Care and Feeding of Domestic and International Family Offices” Timothy Speiss, CPA, Partner at Eisner Amper LLP (Recent winner of the STEP North American
Advisor of the year award).

“You Have a Foreign Trust – When Trusts Are Deemed Foreign Trusts and the Tax and Reporting Implications of Foreign Trusts” –  Michelle Graham, Esq., Partner at Luce Forward, LLP

Program summary and suggested implementation of material presented. Translate the day’s proceedings into
billable hours – Renee Gabbard, Esq., Partner at Paul Hastings LLP,  Jeff Saccacio, CPA, Partner at Price Waterhouse Coopers LLP,

Reservation Form:
(Please print)
Name: _______________________ Telephone: ____________________
Firm: ________________________ Email: ________________________
Address: __________________________________________________________

Mail this form, along with your check payable to STEP-OC in the amount of $ 275.00 to: Mark P. Silberfarb,
TEP, CFP, Global Financial Institute, 18662 MacArthur Blvd., Ste. 200, Irvine, CA 92612.

Help is available to you by contacting your Southern California financial planning experts today.