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Welcome to STEP Mid-Atlantic

Members of the STEP Mid-Atlantic branch include leading practitioners such as lawyers, accountants as well as trust, family office and wealth management professionals.

The branch holds monthly meetings where expert speakers cover a variety of topics of interest to members. The branch co-hosts with the New York branch of STEP an annual International Estate Planning Institute in March which has been held each year since 2005. Once or twice a year networking events are held, sometimes in conjunction with the branch's educational focused meetings.

Recent meeting topics have included:

  • Current Offshore Compliance Developments - FATCA, OVDP and IRS Streamlined Procedures
  • Update of Jersey Trust Law
  • Recent Developments in UK Taxation of Real Estate and FATCA Developments
  • Tax Consequences of Change of Residence of Trusts, Grantors, Beneficiaries and Fiduciaries
  • Solving the UNI Quagmire on Distributions from Non-Grantor Foreign Trusts
  • Recent Developments in Offshore and Domestic Asset Protection Planning.

View STEP Tri-Branch webinar: FinCEN Transparency Initiatives Have Become UBIQUITOUS

PowerPoint Presentation & related article Click here to access the PowerPoint presentation and here to view the article, Small Business Association of Michigan challenges Corporate Transparency Act.

STEP Journal

The STEP Journal provides news, reviews, opinion and technical analysis on trends and issues …

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