ORANGE COUNTY ESTATE PLANNING COUNCIL

March 28, 2023

Transition by Design: Successful Succession of the Privately Held Business and Wealth

Susan P. Rounds, JD, CPA, LLM., AEP, TEP - Deutsche Bank Wealth Management

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May 23, 2023

Foreign Persons and Foreign Assets: What You Need To Know When Your Clients Or Trusts Have Foreign Connections (Plus the Corporate Transparency Act!)

Jacqueline D. Yu, Esq., LL.M., TEP - Law Office of Jacqueline D. Yu

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July 25, 2023

Gift and Estate Tax for Non-US Citizens

John Nuckolls, BDO USA, LLP

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September 26, 2023

TBA

Darleen H. Armour, ASA, Marshall Stevens

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