STEP Wyoming Conference 2017

Hear the latest topical issues and developments impacting the international and U.S. based private client at the STEP Wyoming International Estate Planning Conference 2017. The agenda includes opportunities to network with fellow practitioners in the beautiful setting of the Four Seasons, Jackson Hole as well as free time to enjoy the nearby national parks. Secure your place today!

Full Conference Agenda (PDF 577KB)


Topics and Speakers Include:

Update on Current Estate Planning Items

  • Jennifer McCall TEP, Pillsbury Winthrop Shaw Pittman LLP, USA

Foreign Trusts: Classification, Tax and Reporting Implications

  • Elizabeth Bawden TEP, Withers Bergman LLP, USA
  • Michelle Graham TEP, Withers Bergman LLP, USA

Planning for International Families in the New World Order

  • Simon Beck TEP, Baker & McKenzie LLP, USA

Investment Advisory Expenses: Minimizing Impact of the New Rules and Maximizing Deductions

  • Domingo P. Such, III, Perkins Coie, USA

Comprehensive Model for a Humane Trustscape

  • Hartley Goldstone, Wise Counsel Research Associates, USA


2 Hour Round Table Discussion


  • Stanley Barg TEP, Kozusko Harris Duncan LLP, USA
  • M. Katharine Davidson TEP, Henderson, Caverly, Pum & Charney LLP, USA
  • Lawrence Heller TEP, Greenburg Taurig LLP, USA
  • William J. Kambas, Withers Bergman LLP, USA
  • Joseph Kellogg TEP, WE Family Offices, USA
  • Ellen Kratzer TEP, Fiduciary Trust Company International, USA

Delegate Fee:

STEP members: USD 425.00
Non-members: USD 495.00


Sponsorship Opportunities

Full sponsorship list of opportunities (PDF 43KB)

Conference Accommodation:

Reservations can be made directly with Four Seasons by calling 307-732-5175. Please reference STEP Wyoming.

Conference Queries:

For conference queries and sponsorship opportunities please contact Randi Doll at or 307-734-1908.