STEP New York Breakfast Meeting, Tuesday, May 1, 2018

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

February 2018: Luncheon Meeting, “Pre-Immigration Tax Planning for U.S – Spain”

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

March 21, 2018: STEP New York Pre-Institute Reception

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 Event: Comparison of U.S. Trust Jurisdictions

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

November Event: Mexico Update

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

October Event – “Global Taxation of Trust Beneficiaries”

“Global Taxation of Trust Beneficiaries”   Afternoon Event: Wednesday, October 25, 2017  (2.5 hours CLE/CPE) Educational Session:  4:00 PM – 6:30 PM, Followed by a Cocktail Reception Hosted by Dentons, 1221 Avenue of the Americas, New York, N.Y. 10020 Sponsored by Christiana Trust


Membership Categories Full Membership To apply for full membership applicants must: display a significant involvement, at specialist level, in one or more of the following: planning, creation, management of and accounting for trusts and estates, executorship administration and related taxes be engaged at a level requiring little or no supervision from others have been working… Read More