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
On behalf of the Board of Directors of STEP NY, we want to thank Jeryl Pine for her dedicated service to the members and mission of STEP NY. Much appreciation for all of your continued support.
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
Dear STEP members, We hope that you and your families are all safe and healthy during these unprecedented times. It is extremely sad to see the loss of innocent lives around the world to this terrible virus, but it is also extremely inspiring to see the brave health care workers who work tirelessly to care… Read More
We are pleased to announce the results on the election of our new Step New York Board for 2020! Co-Chairs: • Ed Devine, Brown Brothers Harriman • Glenn Fox, Baker McKenzie Vice Chairs: Chair of the Program Committee • Kathryn von Matthiessen, Katten Muchin Rosenman LLP Chair of the Events Committee • Marina Cristiani, Jersey Trust Company Chair of the… Read More
STEP New York is proud to unveil our new website and corresponding event registration system. Now, STEP members can easily register for events directly on the STEP New York website using the Event Calendar. Simply look for the “register here” button on an event of interest. Current STEP members who have not yet registered with… Read More
At our annual member meeting, the STEP New York membership voted to approve the slate of new Board members.
“Global Taxation of Trust Beneficiaries” Afternoon Event: Wednesday, October 25, 2017 (2.5 hours CLE/CPE) Educational Session: 4:00 PM – 6:30 PM, Followed by a Cocktail Reception Hosted by Dentons, 1221 Avenue of the Americas, New York, N.Y. 10020 Sponsored by Christiana Trust