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.
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Past meetings
7th February 2019 – Luncheon
Topic: Reconciling trustee obligations and GDPR
Speakers: Deborah Pennington and Alan Baker
17th and 18th January 2019 – Alpine Conference
Alpine Conference – Interlaken
13th December 2018 – Luncheon
Topic: UK trust registers
Speaker: Fillipo Noseda
3rd and 4th December 2018 – An Introduction to Trusts
An Introduction to Trusts
27th November 2018 Seminar – Seminar
Event: Trust Accounting and Auditing
Speaker: Andrew McCallum
15th November 2018 – Luncheon
Toipic: Data hacking- Risks specific to professional services companies. Lessons learned from the Panama and Paradise papers.
6th November 2018 – Technical Event
Topic: The regulation of trustees: a comparison with Guernsey and the BVI
Speakers: Rashid Bahar and Marcus Leese
11th October 2018 – Luncheon
Speaker: Nicholas Hochstadter
Topic: Transparency, what do client expect ?
20th September 2018 – 25th anniversary of the founding of STEP in Switzerland
Venue: Parc des Eaux-Vives
25th anniversary of the founding of STEP in Switzerland – Photo Gallery
5th July 2018 – Luncheon
Topic: Art in trust . pratical and legal issues
Speakers: Richard Bagnall-Smith
Willem-Joost de Gier
14th June 2018 – Luncheon
Topic: Jurisprudence genevoise en matière de trusts.
Speaker: Sophie Thorens-Aladjem
17th May 2018 – Luncheon
Topic: Successions et régimes matrimoniaux suite aux nouveaux règlements européens
Speaker: Me Nathalie Thevenet-Grospiron (Notary)
19th April 2018 – Luncheon
Speaker: Frédéric Baldini
Topic: New Trends in Philanthropy
8th March 2018 – Luncheon
Speaker: Fabianne De Vos Burchart
Topic: Regulation of Trustees in Switzwerland
8th February 2018 – Luncheon
Speaker: Luigi Belluzzo
Topic: Italian non-dom regime. One year of experience
31st January and 1st February 2018 – Alpine Conference
Alpine conference – Interlaken
14th December 2017 – Luncheon
Speaker: Fred Milner
Topic: Jersey and Guernsey structures: technical issues and practical guidance
2nd November 2017 – JUMP
Speaker: Rasmus Ankersen
Topic: Hunger in Paradise
Venue: Hotel Mandarin
12th October 2017 – Luncheon
Speaker: Thierry Boitelle
Topic: Projet fiscal; the new Swiss corporate tax reform
21st September 2017 – Luncheon
Speaker: Professeur Audrey Leuba
TopiC. The new Swiss equivalent to living wills
6th July 2017 – Luncheon
Speaker: Bruno Santiago
Topic: Golden Visa Program associated with a special tax regime for foreigners in Portugal
15th June 2017 – Luncheon
Speaker: Jay Rubinstein
Topic: Planning for an American-Swiss succession: tax and legal aspects
18th May 2017 – Luncheon
Speaker: Daniel Paserman
Topic: Aliyah, Pre-Immigration Planning, Tax, Trusts and Succession under Israeli Law
06th April 2017 – Luncheon
Speaker: Nicholas Bennett
Topic: Anglo-Swiss pre-nuptial agreements
9th March 2017 – Luncheon
Speaker: Alexandre Brodard
Topic: Avant-projet de révision du droit des successions
9th February 2017 – Luncheon
Speaker: Pablo Pecina.
Topic: Consequences of CRS when structuring wealth for Latin American clients.
19-20 January 2017 – Alpine Conference - Interlaken
15th December 2016 – Luncheon
Speaker: Yann Mrazek
Topic: Estate planning for expatriates in Dubai
28th and 29th November 2016 – An Introduction to Trusts
An Introduction to Trusts
15th November 2016 – Technical event
Topic: CRS
Speakers: Nicholas Pell, Stefano Lembo and David Wilson
3rd November 2016 – JUMP Lecture & Champagne
Speaker: Nigel Farage
Topic: Brexit
Venue: Mandarin Oriental Hotel, Geneva
20th October 2016 – Luncheon
Speaker: Richard Manyon
Topic: Removing troublesome trustees and protectors
Sponsored by ThatcherMackenzie Executive Recruitement
15th September 2016 – Luncheon
Speaker: Nicolas Capt
Topic: Digital legacy and planning
7th July 2016 – Luncheon
Speaker: Sonia Velasco
Topic: Spanish CRS, tax and legislative novelties.