STEP Orange County 2027 Institute

7:30 AM – 8:00 AM

Welcome and Opening Remarks

Anna Fedosova Chair, STEP Orange County

8:00 AM – 9:00 AM

Session 1 - Love, Money & Borders: The Pre-Immigration Planning Playbook

Speaker TBD

9:00 AM – 10:00 AM

Master Class Session 2 - Estate Tax Freeze Techniques

Todd Arkat

10:15 AM – 10:30 AM

Break

10:15 AM – 11:15 AM

Session 3 - Offshore v Onshore Trust Jurisdictions

David Warren Bridgeford Trust

Noovai Aspris Trustees & Fiduciaries Cook Island

11:15 AM – 12:15 PM

Session 4 - Insurance Planning

Grayson Dufrene Vie International

12:15 PM – 12:30 PM

Break

12:30 PM – 1:30 PM

Session 5 - Keynote Speaker (Lunch) - Hot Topics Update

Andy Katzenstein Holthouse, Carlin & Van Trigt

1:30 PM – 2:30 PM

Session 6 - Global Families, Global Planning: Protecting the Next Generation Abroad

Speaker TBD

2:30 PM – 3:00 PM

Break

3:00 PM – 4:00 PM

Session 7 - Asset Protection

Jacob Stein Aliant Law

4:00 PM – 5:00 PM

Session 8 - The AI Revolution: Disruption, Opportunity & Risk in the Legal World

Speaker TBD

5:00 PM – 7:00 PM

Cocktail Reception

7:30 AM – 8:00 AM

Opening Remarks

Anna Fedosova Chair, STEP Orange County

8:00 AM – 9:00 AM

Session 9 - Multi-Jurisdictional Trust and Estate Litigation

Scott Rahn RMO LLP

9:00 AM – 10:00 AM

Session 10 - Topic Pending

Jere Doyle BNY Mellon

10:00 AM – 10:15 AM

Break

10:15 AM – 11:15 AM

Session 11 - Business Succession

Michael Rosen-Prinz Loeb & Loeb LLP

11:15 AM – 12:15 PM

Session 12 - Ethics: Topic TBD

Cynthia Brittain Holland & Knight

Ulrike Helbok Kaiser Partner

12:15 PM – 12:30 PM

Break

12:30 PM – 1:30 PM

Session 13 - Keynote Speaker (Lunch) - Whose Baby, Whose Trust? Surrogacy and the New Frontiers of Estate Planning

Speaker TBD

1:30 PM – 2:30 PM

Master Class Session 14 - Topic Pending

Kevin Moore KHMLAW Partners

2:30 PM – 3:00 PM

Break

3:00 PM – 4:00 PM

Session 15 - Topic Pending

Speaker TBD

4:00 PM – 5:00 PM

Session 16 - Wellness and Mental Health

Speaker TBD

5:00 PM – 5:15 PM

Closing Remarks

Anna Fedosova Chair, STEP Orange County

Day 1 | Tuesday, February 23, 2027

Welcome and Opening Remarks

Session 1 - Love, Money & Borders: The Pre-Immigration Planning Playbook

Master Class Session 2 - Estate Tax Freeze Techniques

Break

Session 3 - Offshore v Onshore Trust Jurisdictions

Session 4 - Insurance Planning

Break

Session 5 - Keynote Speaker (Lunch) - Hot Topics Update

Session 6 - Global Families, Global Planning: Protecting the Next Generation Abroad

Break

Session 7 - Asset Protection

Session 8 - The AI Revolution: Disruption, Opportunity & Risk in the Legal World

Cocktail Reception

Day 2 | Wednesday, February 24, 2027

Opening Remarks

Session 9 - Multi-Jurisdictional Trust and Estate Litigation

Session 10 - Topic Pending

Break

Session 11 - Business Succession

Session 12 - Ethics: Topic TBD

Break

Session 13 - Keynote Speaker (Lunch) - Whose Baby, Whose Trust? Surrogacy and the New Frontiers of Estate Planning

Master Class Session 14 - Topic Pending

Break

Session 15 - Topic Pending

Session 16 - Wellness and Mental Health

Closing Remarks