Our September luncheon, titled “Prenups – To Sign or Not to Sign, US/UK Considerations” with Sandra Davis and Gretchen Beall Schumann, was held as an in-person event on September 29. Due to a high level of interest in this topic, our speakers have agreed to give their presentation again via a Zoom webinar. Registrants for… Read More
The STEP New York Annual Meeting and Holiday party will take place on Tuesday, December 12 at Columbus Citizens Foundation. More details and registration option to come. We hope to see you there!
We invite you to join us on November 15th for a STEP New York Member Event. Visit with your fellow members and meet other professionals from the Financial Planning Association of Metro New York. Bring a guest that is interested in joining STEP. We will be serving drinks and hors d’oeuvres. Reserve your place soon… Read More
Join STEP New York at our November 6 Luncheon with Geoff Kertesz, Partner, Trust and Probate Litigation at Stewarts in London. In his presentation, Geoff will discuss, among other topics, that in the UK and other overseas jurisdictions trends are emerging that may lead to a greater volume of and complexity in disputes concerning trusts… Read More
The New York State Bar Association and STEP NY are pleased to present the 19th Annual International Estate Planning Institute on Thursday-Friday, March 14-15, 2024. This two-day Institute is a much-anticipated annual event at which trust and estate practitioners, bankers, and accountants from around the world gather to hear the leaders in their fields exchange… Read More
Register today for Home Away From Home: Structuring the Foreign Acquisition of a US Personal Residence Tuesday, August 1, 2023 Luncheon 11:45 PM – 1:15 PM Location: Kirkland & Ellis LLP 601 Lexington Avenue New York, NY 10022 Please join us for this presentation by Eli Akhavan, Partner of Steptoe & Johnson LLP. When a foreigner purchases a US residence,… Read More
Trust Beneficiary and Beneficial Ownership Reporting in Canada (with some comparison to the US) Please join us for this presentation by Daniel Frajman, Partner at Spiegel Sohmer Attorneys. Daniel will review the framework in Canada for the reporting of beneficial ownership transparency, principally in regard to trusts and private corporations. Practical examples will be looked… Read More
SPECIAL FEATURED SUMMER EVENT: Cross-Border Compliance and Cocktails June 28, 2023 event from: 4:00PM – 7:00 PM Cross-Border Compliance and Cocktails: What Everybody Needs to Know about Implementing a Cross-Border Structure Please join us for a stimulating conversation about the non-tax considerations in setting up and maintaining an effective and efficient cross-border structure. The panel will cover… Read More
Please join Lawrence Lipoff as he leads a conversation with Megan Brackney, Thomas Ostrander and Miri Forster, three tax controversy experts, about what planners need to know about the IRS’ current cross-border and private client campaigns, programs and issues. Drinks and light appetizers to follow. Register Here
The Benefits of Applying the Rule of Law in Family Governance with Barbara Hauser of Barbara R. Hauser LLC Agenda 11:45 AM – Registration and Buffet Lunch 12:00 PM – Presentation and Q&A 1:00 PM – Networking and Coffee This meeting is open to all members and non-members of STEP. Register Here Thank you to Lombard International… Read More
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