STEP NY | August 1st Luncheon | Home Away From Home: Structuring the Foreign Acquisition of a US Residence

Tuesday, August 1, 2023 - Tuesday, August 1, 2023

11:45 to 1:00 PM at Kirkland & Ellis LLP, 601 Lexington Ave., NY, NY

Register today for Home Away From Home: Structuring the Foreign Acquisition of a US Personal Residence Tuesday, August 1, 2023 Luncheon 11:45 PM – 1:15 PM Location: Kirkland & Ellis LLP 601 Lexington Avenue New York, NY 10022 Please join us for this presentation by Eli Akhavan, Partner of Steptoe & Johnson LLP. When a foreigner purchases a US residence,… Read More

STEP NY| June 12 Luncheon

Monday, June 12, 2023 - Monday, June 12, 2023

11:45 to 1:00 PM at Duane Morris LLP

Trust Beneficiary and Beneficial Ownership Reporting in Canada (with some comparison to the US) Please join us for this presentation by Daniel Frajman, Partner at Spiegel Sohmer Attorneys. Daniel will review the framework in Canada for the reporting of beneficial ownership transparency, principally in regard to trusts and private corporations. Practical examples will be looked… Read More

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

Wednesday, June 28, 2023 - Wednesday, June 28, 2023

Baker Mackenzie

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 3rd Event |Hot Button Topics with the IRS: A Conversation with Three Tax Controversy Practitioners

Wednesday, May 3, 2023 - Wednesday, May 3, 2023

4-7 PM at CohnReznick 1301 6th Avenue, NY, NYU

Please join Lawrence Lipoff as he leads a conversation with Megan Brackney, Thomas Ostrander and Miri Forster, three tax controversy experts, about what planners need to know about the IRS’ current cross-border and private client campaigns, programs and issues. Drinks and light appetizers to follow. Register Here

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

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

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

STEP NY | November 2 | Common non-tax pitfalls for US persons relocating to or investing in Europe

Wednesday, November 2, 2022 - Wednesday, November 2, 2022

8:30 to 9:30 am @ Withersworldwide, 430 Park Avenue, 10th Floor

Common non-tax pitfalls for US persons relocating to or investing in Europe 8:30 to 9:30 am WithersWorldwide 430 Park Ave 10th Floor New York, NY 10020 Hannah Wailoo a partner in the private client and tax team and co-head of the Middle East group.She is a specialist succession and personal tax planning lawyer whose clients… Read More

STEP NY | November 8 | Development and Growth of Family Offices in Asia

Tuesday, November 8, 2022 - Tuesday, November 8, 2022

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

Development and growth of family offices in Asia Families around the world are increasingly looking to Singapore when considering a suitable jurisdiction to set up their family offices. What is driving this trend and what is so special about the laws and regimes in Singapore that sets it apart from the other countries? Other than… Read More