Upcoming Events

2012

Palo Alto Area Bar Association Meeting
What the HECK: Overview of Heckerling Institute and Recent Developments

Speakers: Julie K. Kwon
Location: Los Altos, CA
Practice Areas & Industries: Private Client

State Bar of California, 18th Annual Estate and Gift Tax Conference
Power to the Max: Planning to Retain Settlor Powers

Speakers: Julie K. Kwon
Location: San Francisco, CA
Practice Areas & Industries: Private Client

American College of Trusts & Estates Counsel Annual Meeting
The Morning After: GST Tax Headaches and Some Palliatives

Speakers: Julie K. Kwon
Location: Miami, FL
Practice Areas & Industries: Private Client , Trust & Estate Controversy

American Bar Association, Real Property Trusts & Estates Section Spring CLE Symposium
Income & Transfer Tax Group Program and Roundtable

Speakers: Julie K. Kwon
Location: New York, NY
Practice Areas & Industries: Private Client , Trust & Estate Controversy

Past Events

2012

46th Annual Heckerling Institute on Estate Planning
A Hop, Jump and Generation-Skip Away with GST Tax; GST Tax: Pitfalls, Pratfalls and Practical Pointers

Speakers: Julie K. Kwon
Location: Orlando, FL
Practice Areas & Industries: Private Client , Trust & Estate Controversy

2011

Family Office Exchange Workshop
Ask the Experts Panel; Duties and Powers of the Trustee; Distribution Provisions: Understanding the Issues and Options

Speakers: Julie K. Kwon
Location: San Francisco, CA
Practice Areas & Industries: Private Client , Tax

Family Office Exchange Workshop
Distribution Provisions: Understanding the Issues and Options

Speakers: Julie K. Kwon
Location: San Francisco, CA
Practice Areas & Industries: Private Client , Tax

National Business Institute Teleconference
Generation Skipping Tax Planning

Speakers: Julie K. Kwon
Location: Teleconference
Practice Areas & Industries: Private Client , Tax

State Bar of California, 2011 Annual Meeting of the California Tax Bar & California Tax Policy Conference
Watch Out, Don’t Skip the Skips! Common GST Tax Pitfalls

Speakers: Julie K. Kwon
Location: San Jose, CA
Practice Areas & Industries: Private Client , Tax