Please join us for a presentation by Reshma Shah, Partner at Duane Morris and Nainesh Shah, Partner of Complete Advisors, that will review global perspectives on the complexities of business and entity valuations relating to trust and estate planning. This session will explore the critical need for and significance of accurate valuations across borders, the… Read More
December 2: Webinar: Protection of Investments During Uncertain Times & International Investment Agreements 12:00 to 1:00 PM. 1 CLE Foreign Direct Investment Risks – What risks do investors face when entering a new jurisdiction? International Investment Agreements (IIAS) – What are these and what are the protections provided? Jurisdictional and admissibility requirements under IIAs… Read More
We are pleased to announce the results on the election of our new Step New York Board for 2020! Co-Chairs: • Ed Devine, Brown Brothers Harriman • Glenn Fox, Baker McKenzie Vice Chairs: Chair of the Program Committee • Kathryn von Matthiessen, Katten Muchin Rosenman LLP Chair of the Events Committee • Marina Cristiani, Jersey Trust Company Chair of the… Read More
We are pleased to announce the results on the election of our new Step New York Board for 2019!!! Megan Worrell, Duane Morris, Chair Ed Devine, Brown Brothers Harriman, Vice Chair and Chair of Program Committee Marina Cristiani, CISA New York & Brent Lipschultz, PWC : Vice Chairs and Co-Chairs Events Committee Carly McKeeman Doshi,… Read More
Membership Categories Full Membership To apply for full membership applicants must: display a significant involvement, at specialist level, in one or more of the following: planning, creation, management of and accounting for trusts and estates, executorship administration and related taxes be engaged at a level requiring little or no supervision from others have been working… Read More
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