Webinar: Common US Estate Planning Techniques: Implications for US/Israeli Cross-Border Families

Wednesday, January 20, 2021 - Wednesday, January 20, 2021

Webinar from 12 to 1 pm via gotowebinar

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

STEP NY Annual Meeting & Holiday Party

Thursday, December 17, 2020 - Thursday, December 17, 2020

Virtual meeting from 5:00 to 6:00 pm

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

Wednesday, December 2, 2020

Webinar from 12 to 1:00 pm

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

November 11: Webinar: Offshore Litigation Update

Wednesday, November 11, 2020 - Wednesday, November 11, 2020

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: Family Office Summit: Structuring a New Family Office in the US and Challenges in Advising Existing Multinational Families

Tuesday, October 20, 2020 - Tuesday, October 20, 2020

Webinar from 12 to 2:30 p.m.

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

16th Annual International Estate Planning Institute (Webinar)

Thursday, October 8, 2020

https://nysba.org/events/16th-annual-international-estate-planning-institute-webinar/

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

September 22 Webinar: “Notice 97-34 and Foreign Trust Tax Reporting Issues”

Tuesday, September 22, 2020 - Tuesday, September 22, 2020

Webinar from 1 to 2 pm via gotowebinar

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

July 30: Webinar: Attorney-Client Privilege/ Legal Professional Privilege in Tax Planning –UK and US Perspective

Thursday, July 30, 2020

Webinar from 12 to 1 pm via gotowebinar

July 30, 2020 from 12-1 pm EST. Attorney-Client Privilege/ Legal Professional Privilege in Tax Planning – UK Perspective presented by Patrick Harney, Mishcon de Reya LLP Robert Hartley, Mishcon de Reya LLP Christiana Lazo, Kirkland & Ellis Day one bear traps: is it privileged and whose privilege is it? Sharing privileged documents with advisers and… Read More

Virtual: 2020 Offshore Asset Uncertainty: The New Normal For Mexican Residents

Thursday, May 7, 2020

Webinar: May 7th from 10-11 am

Join us May 7th at 10 am for the webinar: 2020 Offshore Asset Uncertainty: The New Normal For Mexican Residents Presented by Abel Francisco Mejia Consenza What Abel will cover: 1- Changes to CFC/REFIRE regime a. New limitations on lack of control exemption b. Carve out for assets held through transparent vehicles c. Treatment of… Read More

What is happening in the U.K.? – A review of the tax treatment of non-domiciled individuals.

Wednesday, June 3, 2020 - Wednesday, June 3, 2020

Webinar from 12 to 1 pm via gotowebinar

STEP NEW YORK DATE:  June 3, 2020 TIME: 12 to 1pm EST One Hour CLE TOPIC: What is happening in the U.K.? – A review of the tax treatment of non-domiciled individuals. Over the last decade the U.K. has seen many changes to the tax treatment of non-domiciled individuals in the U.K. and significantly increased… Read More