Upcoming Events
Industry Conference
63rd Annual Hawaii Tax Institute
November 15, 2026
Honolulu, HI
Laura A. Zwicker and Stefanie J. Lipson
Speaking Engagement
Get, Set, Think! GST Trusts and the "Deemed" Allocation of GST Exemption to Lifetime Indirect Skip Transfers | Hawaii Tax Institute
November 18, 20263:30 PM – 4:30 PM
Honolulu, HI
Stefanie J. Lipson
Past Events
Speaking Engagement
Gifts That Keep on Giving: A Review of Unexpected, Unsettling, and Unsettled Gift Tax Issues in Modern Estate Planning | Jerry A. Kasner Estate Planning Symposium
August 27, 20262:00 PM – 3:15 PM PT
Stefanie J. Lipson
Speaking Engagement
GST Planning | ACTEC Western Fellows Institute
July 30, 20269:15 AM – 10:15 AM
Stefanie J. Lipson
Speaking Engagement
Gen Z and the Future of Wealth: What HNW Advisers Need to Know | Private Client Advisory and Litigation Forum: Paris
June 11, 20263:10 PM CET
Paris, France
Stefanie J. Lipson
Industry Conference
Private Client Advisory and Litigation Forum: Paris | ThoughtLeaders4
June 10 - June 12, 2026
Paris, France
Laura A. Zwicker and Stefanie J. Lipson
Speaking Engagement
UK Bare Trust | STEP Los Angeles International Tax & Estate Planning Forum
June 2, 202612:50 PM – 1:50 PM PT
Rancho Palos Verdes
Stefanie J. Lipson and Laura A. Zwicker
Industry Conference
The 18th Annual STEP Los Angeles International Tax & Estate Planning Forum: Solving International Challenges
June 1 - June 2, 20267:00 AM – 2:00 PM PT
Rancho Palos Verdes
Daniel Cousineau, Thomas M. Giordano-Lascari, Stefanie J. Lipson, Laura A. Zwicker, and Auberie Silvain
Speaking Engagement
Planning With, and The Pitfalls of SLATs, A Cautionary Tale of Two Trusts
May 20, 20265:00 PM PT
San Francisco, CA
Laura A. Zwicker and Stefanie J. Lipson
Speaking Engagement
A Multijurisdictional Planning Adventure: Navigating Cross-Border Transfer Tax and Trust Planning | 2026 Nevada Tax and Trust Conference
May 5, 20262:15 PM – 4:00 PM PT
Las Vegas, NV
Laura A. Zwicker and Stefanie J. Lipson
Networking
Women of ACG Spring Luncheon
April 14, 202611:30 AM – 2:00 PM PT
Skirball Cultural Center
Courteney Craney, Stefanie J. Lipson, and Auberie Silvain
Speaking Engagement
Sunrise, Sunset: East Coast and West Coast Perspectives on Premarital Agreements, Estate Planning, Divorce, and Death
April 10, 202610:00 AM – 12:15 PM ET
Online
Stefanie J. Lipson
Speaking Engagement
Beyond The GST Of It! A Deeper Look at the GST Tax and Use of GST Exemption | Marin County Bar Association
March 18, 202612:00 PM – 1:00 PM PT
Online
Stefanie J. Lipson
Industry Conference
International Bar Association | 31st Annual International Private Client Tax Conference
March 1, 2026
Raffles London
Laura A. Zwicker, Stefanie J. Lipson, Thomas M. Giordano-Lascari, and Daniel Cousineau
Education
Unique Legal Landscapes For Acquiring and Managing High Profile Households & Estates
February 5, 20265:30 PM – 7:30 PM PT
Greenberg Glusker LLP
Robin Finch, Stefanie J. Lipson, and Kelly M. Raney
Industry Conference
A Battle With The U.K. Bare Trust – Let’s Settle This Once And For All!
January 28, 202611:20 AM – 12:20 PM PT
Sheraton Grand Los Angeles
Laura A. Zwicker and Stefanie J. Lipson
Industry Conference
The Day That Duty Died | Heckerling Institute on Estate Planning
January 15, 20262:00 PM – 3:30 PM ET
Orlando, FL
Stefanie J. Lipson
Education
Responsible wealth stewardship: Successful strategies in practice | STEP Global Webinar
November 25, 20259:00 AM – 10:00 AM PT
Webinar
Stefanie J. Lipson
Industry Conference
Working with International Clients: You Don't Always Get to Choose Your Own Adventure | 62nd Annual Hawaii Tax Institute
November 5, 20251:30 PM – 2:30 PM
Sheraton Waikiki, Honolulu, HI
Stefanie J. Lipson and Laura A. Zwicker
Education
Money is Every Woman's Business | Women's Leadership Council
October 27, 20255:00 PM PT
Los Angeles, CA
Stefanie J. Lipson
Industry Conference
Responsible Investing in Trusts
October 4, 20258:55 AM – 9:50 AM MT
Jackson, Wyoming
Stefanie J. Lipson
Education
Beyond the GST of It | Orange County Estate Planning Council
September 16, 20255:30 PM – 8:00 PM PT
Pacific Club, 4110 MacArthur Boulevard, Newport Beach 92660
Stefanie J. Lipson
Industry Conference
Home is Where the Heartache Is: Practical Issues With Residential Real Property In Trust
September 4, 20252:00 PM – 3:15 PM PT
Santa Clara Convention Center, Santa Clara, California
Stefanie J. Lipson
Education
Choose Your Own Adventure: Cross-Border Transfer Tax and Trust Planning
August 19, 202512:00 PM – 1:00 PM PT
Online
Laura A. Zwicker and Stefanie J. Lipson
Education
A Battle With The U.K. Bare Trust—Let's Settle This Once And For All!
June 9, 202512:30 PM – 1:30 PM PT
Online
Laura A. Zwicker and Stefanie J. Lipson
Education
IMN Real Estate Family Office & Private Wealth West Forum
June 5-6, 20258:00 AM – 1:00 PM
Monarch Beach Resort, Dana Point, CA
Stefanie J. Lipson, David Kramer, Kevin Sher, and Richard J. Sweet
Industry Conference
Case study: succession challenges in a new era
May 16, 202511:00 AM – 11:45 AM ET
Hamilton Princess Hotel & Beach Club, Bermuda
Stefanie J. Lipson
Education
Top 10 Planning Strategies in the Rush to Plan in 2025
February 11, 202512:00 PM PT
Panevino | Las Vegas, NV
Laura A. Zwicker and Stefanie J. Lipson
Industry Conference
Elections, Instability and Taxation
January 29, 20255:45 PM – 7:15 PM
Sheraton Grand Los Angeles
Stefanie J. Lipson
Speaking Engagement
Fools Rush In | 61st Annual Hawaii Tax Institute
November 7, 202412:30 PM – 1:30 PM
Sheraton Waikiki Resort, Honolulu, Hawaii
Laura A. Zwicker and Stefanie J. Lipson
