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 secretariat@step-geneva.org

Scheduled meetings
30th September 2021 – ONLINE event at 14:00 in English

Topic: Important new trust and estate legislation in the British Virgin Islands.

Speaker: Christopher McKenzie – the partner who heads up O’Neal Webster’s BVI trusts and estates team from its London office and was the founding chair of STEP in the BVI.

11th November 2021 – Luncheon at the Metropole

Topic: Unit-Linked Life Insurance for Latin American Clients

The speaker: Pablo Peciña, Associate Director Wealth Planning, Lombard International Assurance S.A.

Description: The sanitary and economic crisis, and the many elections occurred in the region in 2021, have led to public debate in many countries around changing tax systems and introducing succession taxes, wealth taxes, etc. Wealthy clients in the region seek stable solutions which can deal both with these new challenges and the many other wealth planning needs these clients traditionally have. The speaker will go through some solutions built around unit-linked life assurance in other parts of the world where these changes have already been implemented in the past and will analyse how this experience might prove useful for LatAm clients.

25th November 2021 at the Hotel Metropole – Luncheon in English

Topic: Trusts Taxation in Italy: turning point of a new season
Speaker: Raul-Angelo Papotti – Head of Chiomenti Tax Department with particular emphasis on international tax law.

29-30th November 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.

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

16th December 2021 at 12:00 – Luncheon at the Hotel Metropole

TBD

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.

As a result we are pleased to announce that early bird rate has been extended to the 24th September 2021.

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