STEP-Geneva Events

Luncheon meetings are held in Geneva each month (except January and August) addressed by experts in the many areas of interest to trust and estate professionals.
To attend any of the meetings listed below, register your attendance using the links provided under each event, or contact STEP-Geneva Secretariat. Payment is required in advance.
Please also check the events organised by STEP-LAUSANNE and STEP-VEREIN

STEP might provide a delegate list to all attendees, speakers and contracted sponsors at the event, which will consist only of your name, company and country. If you do not wish to have your details published within the delegate list, please contact our secretariat: Larisa Udalyagina email-logo

Scheduled meetings
2nd December 2021 at 14:00 – ONLINE event in English

Topic: US Transparency Legislation and Related Issues
Speakers: Elliott Murray (CH) and Dani (Danilo) Santucci (US) from Baker & McKenzie and Ropes & Gray LLP

13-14th December 2021 at the Metropole – An Introduction to Trusts

2 day training course.

The course is designed to provide practical instruction for persons working in the banking, financial, trust and fiduciary sectors in Switzerland. It will be of interest to people with relatively little or no experience of trusts, who wish to gain a more comprehensive knowledge of the subject. It will also be of interest to those who have become involved with trusts in some capacity, perhaps as a protector or in a family office.

The course will be run by experienced STEP members who will concentrate on the practical aspects of trust formation and administration and related estate planning issues. Comprehensive documentation will be supplied and there will be plenty of opportunity for participants to interact with the trainers and each other. The language of the course will be English but questions and answers may also be in French.

Please contact Larisa Udalyagina email-logo

16th December 2021 – ONLINE event at 14:00

Topic: Blessings from on high: A practical guide to trustee decision making and blessing applications.
The speakers: : Justin Briggs – Partner and Caroline Emslie- Senior Associate at Burges Salmon.

20-21st January 2022 – ALPINE CONFERENCE 2022

Dear STEP Members and Friends

In view of the current restrictions in place for travel, the Swiss & Liechtenstein STEP Federation have taken the necessary decision to postpone the Alpine Conference until 2022. This has been taken to ensure the safety of our speakers, sponsors and delegates.

If you wish to register for the conference, please click on the link below.
To view the agenda
To fill in booking form
To book your accommondation

5th Alpine conference