STEP Miami 8th Annual Summit 2017

The STEP Miami Summit on 19 May 2017 is an excellent opportunity to review the latest issues concerning private client planning, presented by the leading professionals in the area. With a topical agenda followed by a cocktail party at the Conrad Miami Hotel, this one-day summit is the perfect opportunity to share best practices and network with your peers.

Save USD$100 on your registration fee when you book before April 30, 2017

Full Conference Agenda (PDF 655KB)


Topics include:

  • Latin American Updates
  • OECD Almightiness
  • U.S. Tax Reform Under the New Administration
  • Second Round of Amnesties in Latin America
  • Moving Your Trust to the United States, But to Where? Comparison of Different State Legislations
  • Planning for Millenials

Speakers include:

  • Mary A. Akkerman TEP, Lindquist & Vennum LLP, South Dakota, USA
  • Eduardo Arista TEP, Arista Law & Tax, Florida, USA
  • Patricia Arrázola Jaramillo TEP, Akro Legal International, Colombia
  • Juan Bonet, Guyer & Regules, Uruguay
  • José Chiarella, Garrigues, Peru
  • Arturo Garnham, Garnham Abogados, Chile
  • Juan Manuel Gonzalez, Itaú Private Bank International, USA
  • Michael M. Gordon TEP, Gordon, Fournaris & Mammarella, PA, Delaware, USA
  • Juan Carlos Guerrero, Guerrero Lebrija, Mexico
  • Walter Keiniger, Marval, O’Farrell & Mairal, Argentina
  • Erika G. Litvak, Greenberg Traurig PA, STEP Miami Chair
  • Marnin Michaels TEP, Baker & McKenzie LLP, Switzerland
  • Andrea Nogueira TEP, Nogueira Pegas Advogados, Brazil
  • Joshua D. Odintz, Baker & McKenzie LLP, Washington DC, USA
  • Carlos Soto Raynal TEP, EFG Capital International,USA
  • Jerome Wolf, Katz Baskies & Wolf PLLC, Florida, USA

Delegate Fee

STEP Miami 8th Annual Summit 2017


Laura Obregon, STEP Miami