“Pre- 15th Annual International Estate Planning Institute Cocktail Party” DATE: Wednesday, March 13, 2019 LOCATION:  Tourneau, 510 Madison Avenue (53rd Street) TIME: 6:00 PM – 8:00 PM RSVP Today: jeryl.pine@step.org Subject: RSVP Pre-Institute Cocktail Reception  View the Invitation Here Sponsored by: To view this email as a web page, please click here. Forward this email  … Read More

 Register today at: http://www.rsvpbook.com/ Brazil Amnesty and Tax Planning REGISTRATION NOW OPEN  Register at: http://www.rsvpbook.com/STEPNYApril112018     Speaker:  Ana Claudia Utumi, Utumi Advogados,  Partner, Head of Tax Area:  Ms. Utumi has been working Brazilian client in the area of  international tax since 1992.   She is  a Professor at the FIPECAFI Accounting School’s graduate/postgraduate MBA program.   Ms.… Read More

STEP NEW YORK, Breakfast Meeting Tuesday, May 1, 2018 Topic: “Cayman Foundation Update” Speaker:  Morven McMillan, Partner, Maples & Calder Morven is a partner based in Maples and Calder’s Cayman Islands office, where she is head of the Cayman Islands Trusts group.  Her expertise includes contentious and non-contentious international trusts and private client work. Morven… Read More

Pre-Immigration Tax Planning for US-Spain Speaker: Inigo Aguirrezabala Iza, Cuatrecasas, Gonçalves Pereira & Associado (Barcelona, Spain and New York, NY) Topics to be covered include moving to Spain, the use of the Spanish (ETVE) holding structure, and opportunities and precautions therein. Iñigo Aguirrezabala joined the Cuatrecasas Tax Practice in the Barcelona office in 2000 and became… Read More

2018 International Estate Planning Institute

STEP New York Networking Reception Wednesday, March 21, 2018 The Princeton Club 15 West 43rd Street, 4th Floor New York, N.Y. 10036 6:00 PM – 8:00 PM Member Only Event Welcoming Networking Event (Pre-institute Cocktail Reception) Date: Wednesday, March  21, 2018 Time: 6pm-8pm Venue: Princeton Club (4th floor) 15 West 43rd Street New York 10036 (Entrance… Read More

January 11, 2018 Location:   Law Offices of Katten Muchin Rosenman, LLP About the Panelists: Moderator: Kathryn von Matthiessen Kathryn von Matthiessen is a partner at Katten Muchin Rosenman’s Trusts and Estates practice and a member of the Private Client Services group. She focuses primarily on sophisticated personal and estate planning for high net-worth individuals and the… Read More

Luncheon Meeting: Tuesday, November 14, 2017 Location: The Law Offices of Duane Morris, LLP 1540 Broadway, New York, N.Y.  10036 “Mexico Update” 1 hour CLE/CPE Hosted by:  Duane Morris, LLP Sponsored by:  CISA NY Registration:  12:00 PM – 12:15 PM Educational Meeting:  12:30 PM – 1:30 PM Speaker:  Gerardo Napolitano, Partner, Munoz, Manzo & Ocampo