STEP NEW YORK Luncheon Meeting: Tuesday: January 14, 2020

STEP NEW YORK Luncheon Meeting Tuesday, January 14, 2020 “Economic Substance: A Comparison of Jurisdictions” Hosted and Sponsored by: KATTEN LLP 575 Madison Avenue, (11th Floor) New York, N. Y. 10020 TIME:  Registration begins at 12:15 PM      Educational Session:  12:30 PM – 1:45 PM Lunch will be served.  For any special dietary requests… Read More

NEW YORK STATE HAS ENTERED THE NEW “FIDUCIARY ERA” FOR LIFE INSURANCE: Learn The Ethical Considerations of NYS DFS Reg 187, Relating to “Decision Support Material” Used by Attorneys CPAs and RIAs in the Life Insurance Decision Making Process

STEP NEW YORK BREAKFAST MEETING Wednesday, December 4, 2019 SPONSORED and HOSTED BY: KATTEN, LLP 575 Madison Avenue, (Entrance between 56th and 57th Street) Time:  Registration begins at:  8:15 AM Educational Session 8:30 AM – 9:30 No CLE for this meeting NEW YORK STATE HAS ENTERED THE NEW “FIDUCIARY ERA” FOR LIFE INSURANCE: Learn The… Read More


STEP New York Brown Bag Luncheon Wednesday, August 14th, 2019 Speaker:  Albert Liguori, MD:   Returns to Continue his Presentation on May 8th Mr. Liguori is a Managing Director with Alvarez & Marsal Tax, with more than 20 years of international tax and accounting experience.  He assists multinational organizations assess and improve their global tax… Read More

STEP NEW YORK Luncheon Meeting: NEW DATE: Thursday, October 10, 2019

NEW DATE  TOPIC:  “Governance in the Family Business” SPEAKER’S:  David Herritt, Managing Director GenSpring David Herritt joined GenSpring in 2006. In his role as managing director, David is actively involved with the development of resources to aid families in areas related to their human and intellectual capital. He has extensive experience in family meeting facilitation,… Read More

STEP NEW YORK Luncheon Meeting: Tuesday, September 10, 2019

STEP NEW YORK LUNCHEON MEETING Tuesday, September 10, 2019 TOPIC:  “Dutch Aspects of Wealth Management and Dutch Foundations”  Speakers:  Remco Bosveld, Partner and member of the Finance & Structuring practice group at AKD Law.  He is also the head of the firm’s Amsterdam offices.  Remco specializes in corporate law, mergers & acquisitions.   He has over 16… Read More

STEP NEW YORK Luncheon Meeting: Wednesday, July 24, 2019

STEP New York Luncheon Meeting  DATE:  Wednesday, July 24, 2019 TOPIC:  ” UAE Foundations “ SPEAKER: Yann Mrazek, Managing Partner, M/ Advocates of Law, Dubai, Yann is the Managing Partner of M/Advocates of Law, a Dubai based boutique law firm primarily providing for the needs of successful individuals and wealthy international families. He chiefly focuses… Read More


Upcoming Afternoon Event “LATAM UPDATE”:  Advance Planning Techniques for Clients with US Connections, covering Featuring:  Brazil, Colombia,Argentina and Mexico Tuesday, October 22, 2019 2.0 hours CLE 4:00 PM Registration  Educational Session 4:30 PM – 6:30 PM followed by a cocktail reception Hosted by: KATTEN, LLP Sponsored by: JTC GROUP 575 Madison Avenue, 14th Floor New… Read More