Keystone Sponsors the 60th Annual Hawaii Tax Institute Conference

For the first time, Keystone sponsored and exhibited at the 60th Annual Hawaii Tax Institute Conference, the nation’s premier tax and wealth transfer conference. Held in Honolulu from November 5-9, the conference attracted over 900 attendees, including tax professionals, estate planners, financial advisors, accountants, and attorneys from across the country.

Keystone also hosted a night cap party, where over 60 conference speakers, sponsors, and attendees enjoyed delicious food, drinks, and breathtaking views of Waikiki. The party was a special opportunity for networking and socializing with some of the top minds in the field.

Partners Lindsey Munyer, Roee Kaufman and Hon. Reva G. Goetz (ret.) presented “Pitfalls of Estate Planning” in a session, where they discussed provisions of estate planning documents that are most often litigated and how to address these issues to minimize the potential for litigation in the future. They also answered questions from the audience and provided valuable feedback.

“The 60th Annual Hawaii Tax Institute Conference was a resounding success, and Keystone Law Group was proud to be a part of it,” said Marketing Coordinator, Jennifer Soares, who also attended the conference.

The conference program provided unparalleled education and professional development opportunities delivered by a diverse and distinguished faculty of recognized tax and wealth transfer authorities with a positive approach to current and practical subjects.

Keystone Sponsors 2023 USC Trust & Estate Conference

For the second year in a row, Keystone sponsored and exhibited at the USC Trust & Estate Conference. Held in Los Angeles on November 17th, the 49th annual conference had over 400 attendees who connected with trust, estate planning, probate, and elder law professionals.

Managing Partner Shawn Kerendian, Partner Monica Yun and Senior Associate Casey Reagan all attended the conference on behalf of the firm. The one-day conference featured presentations and panels on the latest developments and trends in probate and trust law, and included lawyers, accountants, financial planners, and other professionals who work in the field of estate planning.

Each year I attend the conference, I appreciate the opportunity to learn more about new developments in trust and estate law, as well as meeting and catching up with other professionals in our field,” said Monica.

For nearly 50 years, USC Gould’s Trust and Estate Conference has been delivering practical and real-life solutions from speakers with a proven track record of addressing unexpected problems in estate planning, probate, and trust administration.