Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Wednesday, July 3, 2013

Third Annual Institute on Tax, Estate Planning and the Economy


The Society of Trust and Estate Practitioners (STEP) is presenting the Third Annual Institute on Tax, Estate Planning and the Economy on Thursday, January 30th to Saturday, February 1st, 2014.  This collaboration with the University of California, Irvine School of Law and Paul Merage School of Business will be held at the Newport Beach, California Marriott Hotel and Spa at Fashion Island.  Provided below is a description of the event by STEP:

The Third Annual Institute features many prominent, well-known faculty, outstanding and relevant curriculum and strategies for you to take back to the office and implement immediately with your clientele. This year’s program follows on the heels of two years of incredibly successful events – which met with rave reviews from attorneys, accountants and financial professionals practicing around the world. Our program was also commended for the very high quality cuisine and catered breaks.

Register now to take advantage of the early bird discount and cost savings. New this year will be the “Faculty Dining Room,” an intimate dinner with your choice of five members of the faculty, complimentary Wi-Fi, a re- designed and expanded exhibit hall. Included with your registration will be three breakfasts, three lunches, one dinner, one cocktail reception with the faculty and five catered breaks.

The Marriott will be providing attendees with a deeply discounted rate of just $170 per night, as well as discounts at their Pure Blu Spa. The Newport Beach Marriott Hotel is located directly across the street from Fashion Island, a nationally renowned and luxurious retail shopping and restaurant experience. Within a short distance from the hotel is the artistic enclave Laguna Beach, Disneyland, Knott’s Berry Farm, Catalina Island, major golf courses, and some of the country’s most pristine beaches and coastal access.


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