Events

Testify! The Actuary as Expert Witness
When: June 23, 2025
Conference: Society of Actuaries (SOA) 2025 Health Meeting
People: Craig Brinker
Doing Business in the United States: Intellectual Property Basics
When: June 17, 2025
Conference: IAPA International's Doing Business in the United States Series
People: Adam R. Bialek
Doing Business in the United States: A Legal Overview
When: March 24, 2025
Conference: IAPA International's Doing Business in the United States Series
People: Peter J. Larkin, William H. Behr, Adam Buchwalter and Celena R. Mayo
Tax-Free Compounding: The Most Powerful Force in Investing and How to Achieve It with Private Placement Life Insurance (PPLI)
When: October 16, 2024
Conference: American Bar Association Webinar Series
People: William D. Lipkind
The Death of INGs in California and Opportunities for Residents
When: December 4 and December 5, 2023
Conference: Bridgeford and Wilson Elser
People: William D. Lipkind
Trusts and Situs after Kaestner: Establishing Domicile, Relocating a Trust and Taxing Beneficiaries
When: October 31, 2019
Conference: Stafford Webinars
People: William D. Lipkind
Delivering Direction and Control: Episode 3
When: By subscription
Conference: Bridgeford Trust Company | Delivering Direction and Control
People: William D. Lipkind
Supreme Court Strikes Down Taxation on Undistributed Trust Income. What Does It Mean?
When: July 9, 2019
Conference: Bridgeford Trust Co.
People: William D. Lipkind
Tax Savings & Uses of Non-Grantor Trusts
When: January 24, 2019
Conference: First Republic Trust Company
People: William D. Lipkind and Tammy Meyer