March 29, 2023 Pre-Institute Cocktail Party

Wednesday, March 29, 2023 - Wednesday, March 29, 2023

6-8 pm at Phillips Auction House 432 Park Avenue New York, NY 10002

We are looking forward to welcoming you to New York to attend the 18th Annual International Estate Planning Institute, and we want to extend the invitation to our traditional Pre-Institute Cocktail Reception, this year to be sponsored and hosted by Phillips at their marvelous Park Avenue location. You will be able to meet with other… Read More

STEP NY | January 25 | Luncheon: Estate Planning for U.S. Clients with Canadian Assets: Tips and Tricks to Avoid the Traps

Wednesday, January 25, 2023 - Wednesday, January 25, 2023

12-1 pm at Katten Muchin Rosenman LLP 50 Rockefeller Plaza New York, NY 10020 US

Nowadays, it is not uncommon to meet with a married couple who moved from Canada to the U.S. with the intention of living there on a permanent basis, while keeping assets in Canada. We may think about rental property in Canada, shares of Canadian private companies, life insurance, pension plans such as RRSPs or RRIFs.… Read More

18th Annual International Estate Planning Institute: 3/30-3/31

Thursday, March 30, 2023 - Friday, March 31, 2023

@Ease 605 Third Ave. New York, NY

The New York State Bar Association and STEP NY are pleased to present the 18th Annual International Estate Planning Institute. This 1 1/2 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 ideas and discuss developments regarding cross-border planning with… Read More

STEP NY| December 6| Holiday Party & Annual Meeting

Tuesday, December 6, 2022 - Tuesday, December 6, 2022

The Columbus Citizens Foundation

Join us for an in person get together and holiday party! STEP NY will also be electing the new board of directors. There is no charge to attend the event. Register Here

STEP NY | November 2 | Common non-tax pitfalls for US persons relocating to or investing in Europe

Wednesday, November 2, 2022 - Wednesday, November 2, 2022

8:30 to 9:30 am @ Withersworldwide, 430 Park Avenue, 10th Floor

Common non-tax pitfalls for US persons relocating to or investing in Europe 8:30 to 9:30 am WithersWorldwide 430 Park Ave 10th Floor New York, NY 10020 Hannah Wailoo a partner in the private client and tax team and co-head of the Middle East group.She is a specialist succession and personal tax planning lawyer whose clients… Read More

STEP NY | November 8 | Development and Growth of Family Offices in Asia

Tuesday, November 8, 2022 - Tuesday, November 8, 2022

12-1 pm at Katten Muchin Rosenman LLP 50 Rockefeller Plaza New York, NY 10020 US

Development and growth of family offices in Asia Families around the world are increasingly looking to Singapore when considering a suitable jurisdiction to set up their family offices. What is driving this trend and what is so special about the laws and regimes in Singapore that sets it apart from the other countries? Other than… Read More

STEP NY | June 28, 2022 | New Member Breakfast

Tuesday, June 28, 2022 - Tuesday, June 28, 2022

June 28, 2022, 8:30 to 9:30 am We welcome you to STEP NY! At long last we can get together face to face. Please join your fellow STEP members and your Board for breakfast, for helpful information and the opportunity to meet other new members. Reserve your spot here for the new member breakfast.

STEP NY | May 31 | Hybrid Event: The Corporate Transparency Act

Tuesday, May 31, 2022 - Tuesday, May 31, 2022

Hybrid Event: Virtual or In Person |Baker Mackenzie, LLP |452 Fifth Avenue

The Corporate Transparency Act (the “Act”) passed on January 1, 2021 and Proposed Regulations were issued in December of 2022. The Act is another step towards placing the US on similar footing with other similarly positioned OECD and FATF nations in requiring the reporting of the ultimate beneficial owners of companies and similar corporate entities. This… Read More

STEP NY /Webinar: 2/28/22 Relocation to Italy for individuals under Italian favourable tax regimes 

Monday, February 28, 2022 - Monday, February 28, 2022

 “Relocation to Italy for individuals under Italian favorable tax regimes”  The panellists will explore Italian favourable tax regimes aimed at attracting individuals to Italy. They will focus on the specific aspects which arise in cross border US-Italy situations”. Marco Cerrato, partner of Maisto e Associati, is an Italian lawyer based in Milan who assists corporate… Read More

17th Annual International Estate Planning Institute: March 31st-April 1st: Virtual

Thursday, March 31, 2022 - Friday, April 1, 2022

https://nysba.org/events/17th-annual-international-estate-planning-institute/

Program Description The New York State Bar Association and STEP NY are pleased to present the 17th Annual International Estate Planning Institute. This 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 ideas and discuss developments regarding… Read More