STEP-Geneva Past Events

Luncheon meetings are held in Geneva each month (except in August) addressed by experts in the many areas of interest to trust and estate professionals.

Past meetings
7th July 2016 – Luncheon

Speaker: Sonia Velasco
Topic: Spanish CRS, tax and legislative novelties.

15th September 2016 – Luncheon

Speaker: Nicolas Capt
Topic: Digital legacy and planning

20th October 2016 – Luncheon

Speaker: Richard Manyon
Topic: Removing troublesome trustees and protectors

Sponsored by ThatcherMackenzie Executive Recruitement

3rd November 2016 – JUMP Lecture & Champagne

Speaker: Nigel Farage
Topic: Brexit

Venue: Mandarin Oriental Hotel, Geneva

15th November 2016 – Technical event

Topic: CRS
Speakers: Nicholas Pell, Stefano Lembo and David Wilson

28th and 29th November 2016 – An Introduction to Trusts

An Introduction to Trusts

15th December 2016 – Luncheon

Speaker: Yann Mrazek
Topic: Estate planning for expatriates in Dubai

9th February 2017 – Luncheon

Speaker: Pablo Pecina.
Topic: Consequences of CRS when structuring wealth for Latin American clients.

9th March 2017 – Luncheon

Speaker: Alexandre Brodard
Topic: Avant-projet de révision du droit des successions

06th April 2017 – Luncheon

Speaker: Nicholas Bennett
Topic: Anglo-Swiss pre-nuptial agreements

18th May 2017 – Luncheon

Speaker: Daniel Paserman
Topic: Aliyah, Pre-Immigration Planning, Tax, Trusts and Succession under Israeli Law

15th June 2017 – Luncheon

Speaker: Jay Rubinstein
Topic: Planning for an American-Swiss succession: tax and legal aspects

6th July 2017 – Luncheon

Speaker: Bruno Santiago
Topic: Golden Visa Program associated with a special tax regime for foreigners in Portugal