April 20th from 12-1 PM State Income Taxation of Trusts – discusses the nexus requirements required by the various states in order to be able to tax trust income, how to plan to minimize or avoid the state tax on accumulated income and capital gains and the lack of symmetry in state taxation statutes. Speaker:… Read More
The New York State Bar Association and STEP NY are pleased to present the 16th Annual International Estate Planning Institute: Part 2. This 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… Read More
February 25, 2021 12-1 pm 2020 Planning Rush is Over – Now What? Gift Tax Returns, Preparing for Audit, and Ensuring the Plan Survives. Most practitioners sprinted to the end of 2020, as many clients sought to make year-end gifts before Dec 31. Now that the dust has settled and we are in a new… Read More
January 20, 2021 from 12-1 EST. $30 for STEP Members/$50 for non members The presentation will focus on common US estate planning techniques and their implications in Israel for families with exposure to both jurisdictions. US grantor with Israeli beneficiaries and Israeli grantor with US beneficiaries. 1 NY CLE Panelists: Yair Benjamini, Partner, Benjamini &… Read More
Please join us! You are cordially invited to the STEP New York Annual Meeting and Holiday Party on Thursday, December 17th from 5:00pm to 6:00pm. Click here to reserve your spot
December 2: Webinar: Protection of Investments During Uncertain Times & International Investment Agreements 12:00 to 1:00 PM. 1 CLE Foreign Direct Investment Risks – What risks do investors face when entering a new jurisdiction? International Investment Agreements (IIAS) – What are these and what are the protections provided? Jurisdictional and admissibility requirements under IIAs… Read More
A round-up of the latest trust litigation updates from the Cayman Islands – Covid-free and avoiding the hurricanes (just). Presenters: Maxine Bodden & Adam Huckle Maxine is Of Counsel in Maples and Calder’s Trusts & Private Client team in the Maples Group’s Cayman Islands office. She specialises in advising the world’s leading banks and trust… Read More
October 20, 2020 from 12:00 to 2:30 p.m. Family Office Summit: Structuring a New Family Office in the US and Challenges in Advising Existing Multinational Families Speakers: Anastasia Tonello, Laura Devine Immigration Todd Angkatavanich, EY Patricia Angus, Angus Advisory Group, LLC Rick Fogg, Lineage Family Office Bill Kambas, Withers Bergman Greg Rogers, Raylign Harry Singh,… Read More
October 8th 16th Annual International Estate Planning Institute (Webinar) 8:00 am to 5:45 pm Topics •New Developments •Transparency & Ethics Update: Where We Are Today and Where We Are Going/Update on IRS Forms, Compliance and OVDP •Pre-Immigration Planning – Client Counseling Considerations •Expatriation: Immigration and Tax •A Legal Quandary: Skills/Counseling in Integrating U.S. Tax and… Read More
Join us on September 22nd from 1-2 pm for a lunchtime webinar: “Notice 97-34 and Foreign Trust Tax Reporting Issues” The panel will be discussing foreign trust tax reporting issues for foreign grantor and nongrantor trusts including: general reporting requirements foreign trust beneficiary statements duplicative reporting issues foreign retirement plans late or amended filings N.Y. STEP’s… Read More
By continuing to use the site, you agree to the use of cookies. more information
The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.
