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

21st September 2017 – Luncheon

Speaker: Professeur Audrey Leuba
TopiC. The new Swiss equivalent to living wills

12th October 2017 – Luncheon

Speaker: Thierry Boitelle
Topic: Projet fiscal; the new Swiss corporate tax reform

2nd November 2017 – JUMP

Speaker: Rasmus Ankersen
Topic: Hunger in Paradise
Venue: Hotel Mandarin

14th December 2017 – Luncheon

Speaker: Fred Milner
Topic: Jersey and Guernsey structures: technical issues and practical guidance

31st January and 1st February 2018 – Alpine Conference

Alpine conference – Interlaken

8th February 2018 – Luncheon

Speaker: Luigi Belluzzo
Topic: Italian non-dom regime. One year of experience

8th March 2018 – Luncheon

Speaker: Fabianne De Vos Burchart
Topic: Regulation of Trustees in Switzwerland

19th April 2018 – Luncheon

Speaker: Frédéric Baldini
Topic: New Trends in Philanthropy