Join us for a stimulating conversation among leading experts on what you need to know about recent developments in key Latin American countries. The event will be moderated by Alicea Castellanos CPA, TEP, N.P. and presented by José Chiarella, Pedro Ramírez TEP, David Tobon and Gustavo V. Ortega. Click here for information and to register.… Read More
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
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
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
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
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
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
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
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
Join us on October, 26 2022, 4:00 to 7:00 The Good, the Bad, and the Ugly: Real World Planning For the Cross-Border Client Deutsche Bank Wealth Management, 1 Columbus Circle, NY presented by Michael Galligan, Andrew Haave, Amy Heller, and Stanley Ruchelman 2–hour CLE program followed by a cocktail reception. Register Here