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
16th May 2019 – Luncheon

Topic: Modification de La Loi fédérale sur le droit international privé en vue de l’harmonisation du droit suisse avec le Règlement européen en matière de succession
Speaker: Florence Guillaume (Professeure)

7th May 2019 – Trust accounting and auditing seminar

Speaker: Amdrew McCallum

11th April 2019 – Luncheon

Topic: New Zealand trust case law: how to use it.
Speaker: Geoffrey Cone

14th March 2019 – Luncheon

Topic: EU substance requirements on companies based in the British Overseas Territories (including the Cayman and British Virgin Islands) and Crown Dependencies (including Jersey and Guernsey)

Speaker: Mr. Ian Perrett (Partner / Withers LLP)

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 ?

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

7th May 2019 – Trust accounting and auditing seminar

Event: Trust accounting and auditing
Speaker: Andrew McCallum

Venue: Hotel Métropole

9th February 2017 – Luncheon

Speaker: Pablo Pecina.
Topic: Consequences of CRS when structuring wealth for Latin American clients.

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.