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 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
19-20 January 2017 – Alpine Conference - Interlaken
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