STEP Wyoming International Estate Planning Conference 2019 | The Society of Trust and Estate Practitioners | 20 September 2019 | Four Seasons Resort and Residences Jackson Hole, 7680 Granite Loop Rd, Teton Village, WY 83025, USA
Venue
Four Seasons Resort and Residences Jackson Hole
Four Seasons Resort and Residences Jackson Hole, 7680 Granite Loop Rd, Teton Village, WY 83025, USA
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| Event Date |
Fri Sep 20 MDT - Sat Sep 21 MDT (about 5 years ago)
In your timezone (EST): Fri Sep 20 4:00pm - Sat Sep 21 2:00pm |
| Location |
Four Seasons Resort and Residences Jackson Hole
7680 Granite Loop Rd, Teton Village, WY 83025, USA |
| Region | Americas |
Details
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!
Topics:
• 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
Agenda Focus:
• 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
2019 Speakers
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
Sponsors & Partners
2019 Sponsors
• 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.