STEP NEW YORK LUNCHEON MEETING Tuesday, September 10, 2019 TOPIC:  “Dutch Aspects of Wealth Management and Dutch Foundations”  Speakers:  Remco Bosveld, Partner and member of the Finance & Structuring practice group at AKD Law.  He is also the head of the firm’s Amsterdam offices.  Remco specializes in corporate law, mergers & acquisitions.   He has over 16… Read More

STEP New York Luncheon Meeting  DATE:  Wednesday, July 24, 2019 TOPIC:  ” UAE Foundations “ SPEAKER: Yann Mrazek, Managing Partner, M/ Advocates of Law, Dubai, Yann is the Managing Partner of M/Advocates of Law, a Dubai based boutique law firm primarily providing for the needs of successful individuals and wealthy international families. He chiefly focuses… Read More

STEP New York Luncheon Meeting Tuesday, November 12, 2019 Registration begins at 12:15 PM Educational Session 12:30 PM to 1:30 PM HOSTED BY: ALLIANCEBERNSTEIN, LP 1345 Avenue of the Americas (Entrance between 54th and 55th Street) Lunch will be served “Offshore Trust Litigation” Christian Hay, Head of Dispute Resolution (Guernsey) at Collas Crill Advocates Christian… Read More

Upcoming Afternoon Event “LATAM UPDATE”:  Advance Planning Techniques for Clients with US Connections, covering Featuring:  Brazil, Colombia,Argentina and Mexico Tuesday, October 22, 2019 2.0 hours CLE 4:00 PM Registration  Educational Session 4:30 PM – 6:30 PM followed by a cocktail reception Hosted by: KATTEN, LLP Sponsored by: JTC GROUP 575 Madison Avenue, 14th Floor New… Read More

“OFFER IN COMPROMISE (FEDERAL & NY) With NY & NJ TAX UPDATE” Wednesday, June 5, 2019 Speaker:  Jack Sullivan, Sullivan & Associates Mr. Sullivan has over seventeen years of experience in tax and corporate law.  Jack’s experience includes all facets of tax and business planning, including choice of entity and company formation, contract drafting and… Read More

  UPCOMING EVENT  STEP NEW YORK Afternoon Event “China Update: Planning for Chinese Clients with US Connections” Monday, June 17, 2019  4:30 PM – 6:30 PM followed by a Cocktail Reception Location:  Offices of CohnReznick:  1301 Avenue of the Americas, New York, N.Y. 10019 (Between 52nd – 53rd Street) Hosted by:   Registration: 4:15 PM… Read More

STEP NEW YORK Luncheon Meeting Wednesday, May 8, 2019 “New 199A Pass Through Business Development for International Clients and Structuring Private Client Outbound Investments” Speaker:  Albert Liguori, MD:   Mr. Liguori is a Managing Director with Alvarez & Marsal Tax, with more than 20 years of international tax and accounting experience.  He assists multinational organizations… Read More

STEP NEW YORK: Luncheon Meeting:  Tuesday, January 22, 2019 TOPIC: “How advisors can engage family dynamics to improve retention and access the next generation” Speaker:  Amy Castoro, President & CEO, The Williams Group   Amy Castoro has specialized in preparing high-net worth families to prepare the next generation to successfully transfer family wealth and values for… Read More

15TH ANNUAL INTERNATIONAL ESTATE PLANNING INSTITUTE Start Date: Thursday, March 14, 2019 End Date: Friday, March 15, 2019 Time: 8:30 AM – 1:00 PM Eastern Daylight Time  [add to calendar] Press Register button below for pricing.STEP Members $1,395 International Section/Trusts & Estates Law Section Members: $1,350 The New York State Bar Association and STEP are pleased to… Read More

“Scottish Partnerships and Succession” Speaker: Susanne Batchelor, Brodies Solicitors:  Ms. Batchelor is a Partner at Brodies since 2009.  Susanne advises on a variety of asset protection matters including wills, estate and succession planning, inheritance tax advice, formation, management and termination of trusts, charity law, power of attorney, guardianship and intervention orders.  She specialises in advising… Read More