STEP New York Conference


Conference Brochure

Hosted by: STEP New York

Event Type: Conference

Venue: Crowne Plaza Times Square

Address: 1605 Broadway at 49th, NYC, 10019, USA

Date: 14 March 2019 - 15 March 2019

Programme Focus & Agenda Topics 

  • Transparency through the Ethical Looking Glass: From FATCA and CRS to Disclosure of Beneficial Ownership - What Clients and Advisors Need to Know
  • New Developments  
  • Nuts and Bolts of Domesticating Foreign Trust Structures
  • U.S. Owners of Closely-Held Foreign Businesses: GILTI as Charged
  • Obtaining Citizenships and Residence Around the World
  • Latin America Roundup
  • Planning for Canadians with US Beneficiaries and/or US Assets
  • International Charitable Giving and U.S. Tax Deductions
  • Private Trust Companies: Law, Operation and Jurisdictions, On and Off-Shore

This program is presented by the New York State Bar Association and STEP USA. Co-sponsored by the Trusts & Estates Law Section, the International Section and the Committee on Continuing Legal Education of the New York State Bar Association.


NYSBA & STEP Member $1,395
Non-Member $1,795

Contact  Jeryl Pine,