Past Events | STEP

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STEP Geneva luncheon and annual general meeting. 14 September 2023

14/09/2023

Meeting/Seminar

Investment funds in Luxembourg and Switzerland: The practicalities of their use by trustees and private investment offices. 15 June 2023

15/06/2023

Meeting/Seminar

Provenance of art: how to manage the risks to reputation, financial worth and restitution claims. 6 April 2023

06/04/2023

Meeting/Seminar

Income tax charitable deductions from blue collar to billionaires. 5 October 2022

05/10/2022

Meeting/Seminar

A sale to a BIDIT should work as well as a sale to an IDIT. 3 August 2022

03/08/2022 - 03/08/2022

Meeting/Seminar

Using installment sales to non-grantor trusts for estate and income tax planning. 27 April 2022

27/04/2022

Meeting/Seminar

UK pre-arrival planning for Swiss private clients. 26 August 2021

26/08/2021

Meeting/Seminar

Innovative Solutions Incorporating Legal Strategies & Insurance - 26 August 2020

26/08/2020

Meeting/Seminar

Both In-Person and Virtual Attendance Available
Limited and spaced seating
Standard Orange County mask and distancing rules will apply to all in person gatherings

Innovative Solutions Incorporating Legal Strategies & Insurance - 26 August 2020

26/06/2020

Meeting/Seminar

Cancelled - 20th Anniversary Celebration! Heirs and Errors; Will Kit Bash(ing) and other War Stories! - 21 May 2020

21/05/2020 - 21/05/2020

Meeting/Seminar