STEP NEW YORK: Luncheon Meeting: Tuesday, January 22, 2019 TOPIC: “How advisors can engage family dynamics to improve retention and access the next generation” Speaker: Amy Castoro, President & CEO, The Williams Group Amy Castoro has specialized in preparing high-net worth families to prepare the next generation to successfully transfer family wealth and values for… Read More
15TH ANNUAL INTERNATIONAL ESTATE PLANNING INSTITUTE Start Date: Thursday, March 14, 2019 End Date: Friday, March 15, 2019 Time: 8:30 AM – 1:00 PM Eastern Daylight Time [add to calendar] Press Register button below for pricing.STEP Members $1,395 International Section/Trusts & Estates Law Section Members: $1,350 The New York State Bar Association and STEP are pleased to… Read More
“Scottish Partnerships and Succession” Speaker: Susanne Batchelor, Brodies Solicitors: Ms. Batchelor is a Partner at Brodies since 2009. Susanne advises on a variety of asset protection matters including wills, estate and succession planning, inheritance tax advice, formation, management and termination of trusts, charity law, power of attorney, guardianship and intervention orders. She specialises in advising… Read More
“Pre- 15th Annual International Estate Planning Institute Cocktail Party” DATE: Wednesday, March 13, 2019 LOCATION: Tourneau, 510 Madison Avenue (53rd Street) TIME: 6:00 PM – 8:00 PM RSVP Today: jeryl.pine@step.org Subject: RSVP Pre-Institute Cocktail Reception View the Invitation Here Sponsored by: To view this email as a web page, please click here. Forward this email … Read More
Our STEP Holiday Party and Annual Meeting will be held on Wednesday, December 11, 2019 CHRISTIE’S is generously hosting us at their New York offices 20 Rockefeller Plaza, New York, N.Y. (Entrance on 49th Street) TIME: 6:00 PM – 8:00 PM Sponsored by: Christiana Trust The holiday party is open to all STEP New York… Read More
Sponsored by: Click Here for Information on CISA Trust Mexico: Estate and Tax Planning Speaker: Eduardo Valenzuela Acuna, Partner, Chevez Ruiz Zamarripa Click here to Register
Cybercurrencies: The Estate Planner’s Dilemma New Location! Duane Morris, LLP, 150 Broadway (entrance at 45th Street) Sponsor: Evercore Wealth Management Join us for our fall afternoon program and cocktail reception. Our multidisciplinary panel will discuss cyber-currencies and blockchain, and applications and implications for this new technology for the trust and estate planning industry. CPE/CLE Credit: 2.5 hours… Read More
U.S. Tax Reform Discussion II: Inbound Real Estate Investing Discussion Leaders: Carl Merino, Day Pitney LLP, and Arthur Dichter, Berkowitz Pollack Brant Advisors and Accountants Location: Duane Morris LLP 1540 Broadway New York, NY 10036 Bring your own lunch and join us for the second in our summer brown bag lunch series. Our summer brown bag… Read More
Sovereign Wealth Funds and the Middle East Speaker: Michael B. Greenwald, Tiedemann Wealth Management Michael joined Tiedemann Wealth Management in August 2017 as Senior Vice President of the firm. Mr. Greenwald comes to the firm with over 10 years of experience in national security and economic roles within the U.S. government and has worked in… Read More
US Tax Reform Discussion I: Follow Up Issues and Concerns ***No longer a brown bag lunch! Thanks to the generosity of the Baker & McKenzie team, lunch will be provided.*** Discussion Leaders: Simon Beck, Glenn Fox, and Paul De Pasquale, Partners at Baker & McKenzie Location: Baker & McKenzie LLP 452 Fifth Avenue New York,… Read More
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