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 New York State Bar Association and STEP NY are pleased to present the 19th Annual International Estate Planning Institute on Thursday-Friday, March 14-15, 2024. This two-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… Read More
SPECIAL FEATURED SUMMER EVENT: Cross-Border Compliance and Cocktails June 28, 2023 event from: 4:00PM – 7:00 PM Cross-Border Compliance and Cocktails: What Everybody Needs to Know about Implementing a Cross-Border Structure Please join us for a stimulating conversation about the non-tax considerations in setting up and maintaining an effective and efficient cross-border structure. The panel will cover… Read More
The Benefits of Applying the Rule of Law in Family Governance with Barbara Hauser of Barbara R. Hauser LLC Agenda 11:45 AM – Registration and Buffet Lunch 12:00 PM – Presentation and Q&A 1:00 PM – Networking and Coffee This meeting is open to all members and non-members of STEP. Register Here Thank you to Lombard International… Read More
A Conversation on Cayman PTCs for HNW Families in Tandem with their US Estate Planning 12-1 pm Bessemer Trust Headquarters Welcome Lounge 1271 Avenue of the Americas Enter on 51st Street and 6th Avenue New York, NY 10020 Register Here SPEAKERS: Timothy Carrol Tim joined JTC in 2021 as Head of Trust and Fiduciary of… Read More
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
