STEP Wyoming


Conference Agenda

Hosted by: STEP Wyoming

Date: 20-21 September 2019

Venue: Four Seasons, Jackson Hole, Wyoming

Hear the latest topical issues and developments impacting the international and U.S. based private client at the STEP Wyoming International Estate Planning Conference 2019. 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!


  • New Planning Paradigm in Cross-Border Strategies
  • New Trends in Planning for Chinese Clients: Tax and Non-Tax Considerations
  • Trouble with the Law: Integrating US Tax and Securities Laws for Global Families
  • Moderated Roundtable Discussion with the STEP USA Board
  • Wyoming Legislative Update Panel
  • Cross-Border Case Study
  • Structuring for Brazilian Families – Key Family and Tax Law Matters to be Taken into Account

Speakers include:

  • Cynthia D. Brittain TEP, Katten Muchin Rosenman LLP, USA
  • Geoffrey Cone TEP, Teton Trust Company, Uruguay
  • Albert Forkner, Wyoming Division of Banking, USA
  • William J. Kambas TEP, Withers Bergman LLP, USA
  • Darrick M. Mix, Duane Morris LLP, USA
  • Paolo Panico TEP, Private Trustees SA, Luxembourg
  • Charles Tee TEP, Withers LLP, UK
  • Ana Claudia Akie Utumi, Utumi Advogados, Brazil
  • Mr. Melvin Warshaw TEP, USA
  • Megan R. Worrell TEP, JP Morgan, USA
  • Shudan Zhou, McDermott Will & Emery LLP, USA

View full agenda and speakers


STEP Member $425.00

Non Member $495.00


For any enquiries please contact:

STEP WY Events Coordinator at

Conference accommodation:

Our conference room block at the Four Seasons is now sold out. A special rate has been secured at the neighbouring Hotel Terra Jackson Hole. Reservations can be made online here or or by phone at 866-935-8938 referencing “STEP Wyoming Room Block” or booking ID # 1167LC
(STEP Wyoming is not responsible for hotel reservations. If you would like to make, modify or cancel any reservation, please contact Hotel Terra Jackson directly).

This event has been made possible through sponsorships from the following organizations:

  • Long Reimer Winegar LLP
  • Frontier Administrative Services
  • Jackson Hole Trust Company
  • Willow Street Trust Company
  • Teton Trust Company
  • UBS Swiss Financial Advisers AG
  • SDTC Services of Wyoming LLC
  • IWTA
  • MHP, LLP
  • Gallatin Wealth Management LLC
  • Whisenand & Turner. P.A.