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
Nowadays, it is not uncommon to meet with a married couple who moved from Canada to the U.S. with the intention of living there on a permanent basis, while keeping assets in Canada. We may think about rental property in Canada, shares of Canadian private companies, life insurance, pension plans such as RRSPs or RRIFs.… Read More
The New York State Bar Association and STEP NY are pleased to present the 18th Annual International Estate Planning Institute. This 1 1/2 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 ideas and discuss developments regarding cross-border planning with… Read More
“Relocation to Italy for individuals under Italian favorable tax regimes” The panellists will explore Italian favourable tax regimes aimed at attracting individuals to Italy. They will focus on the specific aspects which arise in cross border US-Italy situations”. Marco Cerrato, partner of Maisto e Associati, is an Italian lawyer based in Milan who assists corporate… Read More
Planning Update from Ecuador January 12th from 12:00 to 1:00 pm EST Presented by Gustavo Ortega Illingworth Topics to be addressed Temporal contributions to boost the economy after covid 19 to be paid by individuals and corporations Amnesty program (regularization regime) to report foreign assets not declared Registry of beneficial owners Estate tax exemptions Tax… Read More
Join us for a fun hour of connecting & hear from our Leaders on the state of STEP NY! RSVP Here
The panelists will discuss various aspects of individuals and trusts ceasing to be taxed as US persons. From simple changes of residence of non-citizens before a liquidity event to taxable expatriations of US citizens and long-term residents to conversions of trusts to foreign trusts, opportunities and traps await in this immensely complicated and misunderstood area… Read More
STEP NY Event: September 30: Winds from the South: An Update from Argentina, Chile, Peru Winds from the South: An Update from Argentina, Chile and Peru This panel will address recent events in each of Argentina, Chile and Peru that are affecting planning for UHNI, and discuss news regarding tax reforms and/or recent new taxes.… Read More
Portugal as a Platform Investment and Tax Residency July 20th from 12:00 to 1:00 pm EST (1 CLE) Presented by Rogério M. Fernandes Ferreira For more than 10 years, Portugal has been adopting a set of tax and legal measures to increase its competitiveness and attract foreign investment. Rogério is Founding Partner of Rogério M.… Read More
Leadership and Importance of Purpose – What we Did Wrong and Lessons Learned A Conversation with Matthew Fleming Matthew is a member of the storied UK Fleming family, which has successfully managed the preservation and transition of wealth through 6 generations. Using his own family as a case study, Matthew discusses their experience and what… Read More
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