Results are in Announcing: STEP New York Board: 2019

We are pleased to announce the results on the election of our new Step New York Board for 2019!!! Megan Worrell, Duane Morris, Chair Ed Devine, Brown Brothers Harriman, Vice Chair and Chair of Program Committee Marina Cristiani,  CISA New York & Brent Lipschultz, PWC :  Vice Chairs and Co-Chairs Events Committee Carly McKeeman Doshi,… Read More

STEP NEW YORK Holiday Party/Annual Meeting 2019

Wednesday, December 11, 2019 - Wednesday, December 11, 2019

CHRISTIE'S, 20 Rockefeller Plaza

Our STEP Holiday Party and Annual Meeting will be held on Wednesday, December 11, 2019 CHRISTIE’S is generously hosting us at their New York offices 20 Rockefeller Plaza, New York, N.Y. (Entrance on 49th Street) TIME:  6:00 PM – 8:00 PM Sponsored by: Christiana Trust  The holiday party is open to all STEP New York… Read More

Monday, October 15, 2018 Luncheon Program

Sponsored by: Click Here for Information on CISA Trust Mexico:  Estate and Tax Planning Speaker:  Eduardo Valenzuela Acuna, Partner, Chevez Ruiz Zamarripa Click here to Register

Afternoon Event: “Cybercurrencies: The Estate Planner’s Dilemma” September 27, 2018

Cybercurrencies: The Estate Planner’s Dilemma New Location! Duane Morris, LLP, 150 Broadway (entrance at 45th Street) Sponsor:  Evercore Wealth Management Join us for our fall afternoon program and cocktail reception. Our multidisciplinary panel will discuss cyber-currencies and blockchain, and applications and implications for this new technology for the trust and estate planning industry. CPE/CLE Credit: 2.5 hours… Read More

Summer Brown Bag Lunch

U.S. Tax Reform Discussion II:  Inbound Real Estate Investing Discussion Leaders:  Carl Merino, Day Pitney LLP, and Arthur Dichter, Berkowitz Pollack Brant Advisors and Accountants Location: Duane Morris LLP 1540 Broadway New York, NY 10036 Bring your own lunch and join us for the second in our summer brown bag lunch series. Our summer brown bag… Read More

New Event Registration Process

STEP New York is proud to unveil our new website and corresponding event registration system. Now, STEP members can easily register for events directly on the STEP New York website using the Event Calendar. Simply look for the “register here” button on an event of interest. Current STEP members who have not yet registered with… Read More

Summer Brown Bag Lunch***

US Tax Reform Discussion I:  Follow Up Issues and Concerns ***No longer a brown bag lunch! Thanks to the generosity of the Baker & McKenzie team, lunch will be provided.*** Discussion Leaders:  Simon Beck, Glenn Fox, and Paul De Pasquale, Partners at Baker & McKenzie Location: Baker & McKenzie LLP 452 Fifth Avenue New York,… Read More

Wednesday, May 2, 2018 Luncheon Meeting

                              “Impact of US Tax Reform On Individuals with Emphasis on LatAm Families” Speaker:  Simon Beck, Partner, Baker McKenzie (New York) Simon is a partner and chair of the North America Wealth Management Group at Baker McKenzie’s New York Office Simon is… Read More