For its third straight year in a row, Globalview Advisors was a Gold Sponsor of the Society of Trust and Estate Practitioners, Orange County Branch (STEP-OC), Annual Institute Conference, held this year at the Fairmont Hotel in Newport Beach. This conference was a collaboration between STEP-OC and the University of California, Los Angeles (UCLA) School of Law. The event featured many prominent, well-known faculty and outstanding practitioners. Some of the topics included intellectual property asset tax considerations, asset protection due diligence, and dynamic estate tax strategies. Aside from the dynamic speakers and timely topics, the event also focused on building relationships and networking with fellow practitioners.

The Society of Trust and Estate Practitioners (STEP) is the only multi-disciplinary, truly international, professional association for trust and estate practitioners dealing with family inheritance and succession planning, offering a network of more than 20,000 members across 95 countries.  STEP promotes best practices, professional integrity, and education to its members, which includes attorneys, accountants, trust specialists, and other estate practitioners.