Past

January Event: Comparison of U.S. Trust Jurisdictions

January 11, 2018 Location:   Law Offices of Katten Muchin Rosenman, LLP About the Panelists: Moderator: Kathryn von Matthiessen Kathryn von Matthiessen is a partner at Katten Muchin Rosenman’s Trusts and Estates practice and a member of the Private Client Services group. She focuses primarily on sophisticated personal and estate planning for high net-worth individuals and the… Read More

November Event: Mexico Update

Luncheon Meeting: Tuesday, November 14, 2017 Location: The Law Offices of Duane Morris, LLP 1540 Broadway, New York, N.Y.  10036 “Mexico Update” 1 hour CLE/CPE Hosted by:  Duane Morris, LLP Sponsored by:  CISA NY Registration:  12:00 PM – 12:15 PM Educational Meeting:  12:30 PM – 1:30 PM Speaker:  Gerardo Napolitano, Partner, Munoz, Manzo & Ocampo

Join STEP Today Before Membership Changes Take Effect

The criteria for joining STEP will change on February 1, 2018. We’d like to take this opportunity to invite those interested in STEP membership to apply before January 31, 2018 and join under the current rules. Joining the STEP member network connects you with over 20,000 practitioners globally. All STEP members belong to a branch… Read More

October Event – “Global Taxation of Trust Beneficiaries”

“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