Carey Olsen speaking at STEP Orange County's Annual Institute on Tax, Estate Planning, and the World Economy
The 12th Annual Institute on Tax, Estate Planning and the World Economy is taking place on 15 - 17 February at Balboa Bay Club, Newport Beach, California.
Carey Olsen Bermuda counsel and former STEP Bermuda Chairman Ashely Fife will be speaking at the conference on a panel masterclass session on modern families and trusts - including use of offshore trust structures, forced heirship, investing multi-jurisdiction and beneficiaries, managing UNI and DNI, and retaining legacy advisors.
Other topics covered include A-Z family office structure considerations, U.S. and international tax, hot topics in estate planning, asset protection and trust drafting and ethics and bias in valuations.
Please reach out to Ashley or contact us at [email protected] if you would like to arrange a meeting with Ashley.
Click here to find out more about the event.
In 2023, Ashley received the STEP Founder's Award which is presented annually to individuals who have made an exceptional and outstanding long-term contribution to the Society.