STEP Canada-USA 2024 Cross-Border Conference
Chicago, IL
Greenberg Glusker is pleased to participate as a sponsor of the inaugural STEP Canada-USA 2024 Cross-Border Conference taking place October 6-8, 2024, in Chicago. This conference of 200 trust and estate professionals from across North America will provide for an immersive experience of valuable professional development and networking opportunities.
The one-and-a-half day event will feature a comprehensive program featuring 32 leading specialists discussing the latest trends and developments in cross-border estate planning and wealth management in Canada and the US and showcase thought-provoking presentations, networking, and business development opportunities.
Stefanie Lipson, Private Client Services partner and STEP member, will be in attendance. Stefanie provides comprehensive tax counsel to domestic and international families, family offices, real estate and tech entrepreneurs, high-profile entertainment figures, private investors, and closely held business owners in all aspects of personal wealth and succession planning. Stefanie advises on proactive wealth transfer, income, and property tax planning strategies, pre-liquidity transaction planning, and pre- and post-death administration. She has focused expertise in generation-skipping transfer tax, S corporation planning, California real property tax, privacy structures, and cross-border trust planning and residency issues.
