Please join Rachel Beardsley of Fragomen and Jenny Longman of Patterson Belknap for a discussion on tax and immigration considerations for international families. By way of background, the children of many high-net-worth families choose to study at U.S. universities on student visas. After graduation, these children are often interested in remaining in the U.S. to start their professional careers,… Read More
In this webinar hosted by panelists Alan Winston Granwell (STEP Mid-Atlantic), Jennifer J. Wioncek (STEP Miami), Jenny Longman (STEP New York) and Sergio Alvarez-Mena (Charles Schwab & Co., Inc., Miami) covered the latest FinCEN transparency initiatives. Use this link to view the recording – https://vimeo.com/928283186/5f1d360230?share=copy step.newyork@step.org
Please join us for a presentation by Reshma Shah, Partner at Duane Morris and Nainesh Shah, Partner of Complete Advisors, that will review global perspectives on the complexities of business and entity valuations relating to trust and estate planning. This session will explore the critical need for and significance of accurate valuations across borders, the… Read More
Join us for a stimulating conversation among leading experts on what you need to know about recent developments in key Latin American countries. The event will be moderated by Alicea Castellanos CPA, TEP, N.P. and presented by José Chiarella, Pedro Ramírez TEP, David Tobon and Gustavo V. Ortega. Click here for information and to register.… Read More
Celebrate with us the evening before the 19th Annual International Estate Planning Institute at STEP New York’s Pre-Institute Cocktail Reception on March 13 from 6-8 pm at Phillips. You must be registered for the Institute event to attend the STEP New York Cocktail Reception. A week or so after you complete your registration, you will… Read More
The speakers will delve into the complexities of art ownership, authenticity, and transfers of art ownership. Sharon Cohen Levin will set the stage, offering insights into the current legal challenges surrounding art ownership, fraud, authenticity, repatriation, and asset forfeiture for collectors. Then, Bachir Karam and Caroline Sayan will guide us through a comprehensive discussion surrounding… Read More
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 gave their presentation again via a Zoom webinar. Registrants for the September 29… Read More
The STEP New York Annual Meeting and Holiday party took place on Tuesday, December 12 at Columbus Citizens Foundation. A merry time was had by all!
We had a great turnout on November 15th for a STEP New York Member Event. We visited with fellow members and met other professionals from the Financial Planning Association of Metro New York. Click here for more information.
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
