Kevin J. Moore Attends STEP Orange County Conference

Last week Kevin Moore attended the Step Orange County Conference on tax updates, estate planning, and the world economy. This 2-day event covered the most important domestic and international estate and tax planning opportunities for attorneys, accountants, wealth managers, financial advisors, and life insurance agents, as well as provided insights for corporate trustees, private fiduciaries, and charitable planning consultants. A number of excellent presentations were given on asset protection trusts and asset protection planning, section 1202, and life insurance trusts and many of the fallacies regarding them. Kudos to Greg Custer, Steve Oshins, Colleen Barney, and Paul Lee for well thought informative content. The Kevin J. Moore and Associates Firm look forward to STEP‘s annual conference and always gain insight from the informative guest speakers.

Ashley, Marketing Manager