STEP New York’s Pre-Institute Cocktail Reception

Wednesday, March 13, 2024

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

19th Annual International Estate Planning Institute

Thursday, March 14, 2024 - Friday, March 15, 2024

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

STEP NY | June 28th Event | SPECIAL FEATURED SUMMER EVENT: Cross-Border Compliance and Cocktails

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

STEP NY | May 12 Luncheon| The Benefits of Applying the Rule of Law in Family Governance

Friday, May 12, 2023 - Friday, May 12, 2023

11:45 to 1:00 PM at Bessemer Trust Headquarters 1271 Avenue of the Americas, NY, NY

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

STEP NY | April 19| Luncheon Meeting

Wednesday, April 19, 2023 - Wednesday, April 19, 2023

A Conversation on Cayman PTCs for HNW Families in Tandem with their US Estate Planning

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

March 29, 2023 Pre-Institute Cocktail Party

Wednesday, March 29, 2023 - Wednesday, March 29, 2023

6-8 pm at Phillips Auction House 432 Park Avenue New York, NY 10002

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

STEP NY | January 25 | Luncheon: Estate Planning for U.S. Clients with Canadian Assets: Tips and Tricks to Avoid the Traps

Wednesday, January 25, 2023 - Wednesday, January 25, 2023

12-1 pm at Katten Muchin Rosenman LLP 50 Rockefeller Plaza New York, NY 10020 US

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

18th Annual International Estate Planning Institute: 3/30-3/31

Thursday, March 30, 2023 - Friday, March 31, 2023

@Ease 605 Third Ave. New York, NY

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

STEP NY| December 6| Holiday Party & Annual Meeting

Tuesday, December 6, 2022 - Tuesday, December 6, 2022

The Columbus Citizens Foundation

Join us for an in person get together and holiday party! STEP NY will also be electing the new board of directors. There is no charge to attend the event. Register Here