Events
Speaking Engagement
Talented Teams: Planning for the Entourage | Trusted Advisor London World Congress Summit
June 11, 20262:25 PM – 3:05 AM CET
London, England
Kelly M. Raney
Speaking Engagement
The Great Fiscal Squeeze: Navigating Tax, Mobility, and Global Wealth | Private Client Advisory and Litigation Forum: Paris
June 11, 20264:20 PM CET
Paris, France
Laura A. Zwicker
Industry Conference
Private Client Advisory and Litigation Forum: Paris | ThoughtLeaders4
June 10 - June 12, 2026
Paris, France
Laura A. Zwicker and Stefanie J. Lipson
Industry Conference
Private Client Forum Americas 2026 | ALM | Law.com
June 3 - June 5, 2026
Playa del Carmen, Mexico
Thomas M. Giordano-Lascari
Industry Conference
The 18th Annual STEP Los Angeles International Tax & Estate Planning Forum: Solving International Challenges
June 1 - June 2, 20267:00 AM – 2:00 PM PT
Rancho Palos Verdes
Daniel Cousineau, Thomas M. Giordano-Lascari, Stefanie J. Lipson, Laura A. Zwicker, and Auberie Silvain
Speaking Engagement
Planning With, and The Pitfalls of SLATs, A Cautionary Tale of Two Trusts
May 20, 20265:00 PM PT
San Francisco, CA
Laura A. Zwicker and Stefanie J. Lipson
Speaking Engagement
The Age of Longevity: Protecting Wealth When Capacity Declines
April 20, 20269:30 AM – 10:30 AM CET
Villa La Massa, Firenze, Italy
Laura A. Zwicker
Speaking Engagement
New Developments | STEP New York 21st Annual International Estate Planning Institute
March 26, 20268:40 AM – 9:55 AM ET
Marriot Marquis, Times Square, New York City
Thomas M. Giordano-Lascari
Industry Conference
International Bar Association | 31st Annual International Private Client Tax Conference
March 1, 2026
Raffles London
Laura A. Zwicker, Stefanie J. Lipson, Thomas M. Giordano-Lascari, and Daniel Cousineau
Education
Unique Legal Landscapes For Acquiring and Managing High Profile Households & Estates
February 5, 20265:30 PM – 7:30 PM PT
Greenberg Glusker LLP
Robin Finch, Stefanie J. Lipson, and Kelly M. Raney
Industry Conference
The Elephant in the Vault: Political Risk, Scrutiny, and Survival Tactics
November 13, 20253:20 PM – 4:00 PM
Villa D'Este, Lake Como, Italy
Laura A. Zwicker
Industry Conference
Working with International Clients: You Don't Always Get to Choose Your Own Adventure | 62nd Annual Hawaii Tax Institute
November 5, 20251:30 PM – 2:30 PM
Sheraton Waikiki, Honolulu, HI
Stefanie J. Lipson and Laura A. Zwicker
Education
Money is Every Woman's Business | Women's Leadership Council
October 27, 20255:00 PM PT
Los Angeles, CA
Stefanie J. Lipson
Education
Beyond the GST of It | Orange County Estate Planning Council
September 16, 20255:30 PM – 8:00 PM PT
Pacific Club, 4110 MacArthur Boulevard, Newport Beach 92660
Stefanie J. Lipson
Education
Gifts With Purpose: Decoding The Types Of Testamentary Gifts And Their Consequences
September 10, 202510:00 AM – 11:00 AM PT
Webinar
Julia R. Haye and Marc M. Stern
Industry Conference
Home is Where the Heartache Is: Practical Issues With Residential Real Property In Trust
September 4, 20252:00 PM – 3:15 PM PT
Santa Clara Convention Center, Santa Clara, California
Stefanie J. Lipson
Education
Choose Your Own Adventure: Cross-Border Transfer Tax and Trust Planning
August 19, 202512:00 PM – 1:00 PM PT
Online
Laura A. Zwicker and Stefanie J. Lipson
Education
The 17th Annual STEP Los Angeles International Tax & Estate Planning Forum: 2025 Global Matrix
June 5-6, 2025
Terranea Resort, Rancho Palos Verdes, CA, USA
Laura A. Zwicker, Thomas M. Giordano-Lascari, Auberie Silvain, and Matt Zanis
Education
IMN Real Estate Family Office & Private Wealth West Forum
June 5-6, 20258:00 AM – 1:00 PM
Monarch Beach Resort, Dana Point, CA
Stefanie J. Lipson, David Kramer, Kevin Sher, and Richard J. Sweet
Industry Conference
International Bar Association | 30th Annual International Private Client Tax Conference
March 2, 2025
Raffles London
Laura A. Zwicker and Thomas M. Giordano-Lascari
Industry Conference
ACG 101 Family Office Wealth Conference
September 19, 20244:00 PM – 8:00 PM
Sheraton Universal Hotel
Stefanie J. Lipson
Education
STEP LA - Legislative and Administrative Proposal Affecting the Private Client
June 23, 202112:00 PM – 1:30 PM PT
Laura A. Zwicker
