Past Events
Industry Conference
Private Client Forum Americas 2026 | ALM | Law.com
June 3 - June 5, 2026
Playa del Carmen, Mexico
Thomas M. Giordano-Lascari
Speaking Engagement
UK Bare Trust | STEP Los Angeles International Tax & Estate Planning Forum
June 2, 202612:50 PM – 1:50 PM PT
Rancho Palos Verdes
Stefanie J. Lipson and Laura A. Zwicker
Speaking Engagement
Don't Let the Tax Tail Wag the Dog | STEP Los Angeles International Tax & Estate Planning Forum
June 2, 202610:15 AM – 11:30 AM PT
Rancho Palos Verdes
Laura A. Zwicker
Speaking Engagement
Do Trusts Work? | STEP Los Angeles International Tax & Estate Planning Forum
June 2, 20269:00 AM – 10:15 AM PT
Rancho Palos Verdes
Laura A. Zwicker
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
A Multijurisdictional Planning Adventure: Navigating Cross-Border Transfer Tax and Trust Planning | 2026 Nevada Tax and Trust Conference
May 5, 20262:15 PM – 4:00 PM PT
Las Vegas, NV
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
Industry Conference
A Battle With The U.K. Bare Trust – Let’s Settle This Once And For All!
January 28, 202611:20 AM – 12:20 PM PT
Sheraton Grand Los Angeles
Laura A. Zwicker and Stefanie J. Lipson
Industry Conference
Post-Expatriation Planning: Gifts and Bequests in Light of Final Regulations | 2025 California All-Tax Conference
November 13, 20259:30 AM – 10:20 AM
Westin San Diego Bayview
Thomas M. Giordano-Lascari and Auberie Silvain
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
Industry Conference
IBA Annual Conference Toronto 2025
November 2-11, 2025
Metro Toronto Convention Centre
Laura A. Zwicker and Thomas M. Giordano-Lascari
Industry Conference
Navigating Life Under the Trump Administration | The Transatlantic Tax & Estate Planning Forum
September 16, 20259:00 AM – 5:30 PM
London, United Kingdom
Thomas M. Giordano-Lascari
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
Tax Issues with Transferring U.S. Assets Offshore 2025
July 23, 20259:00 AM – 11:00 AM PT
Virtual
Thomas M. Giordano-Lascari
Education
Identifying Foreign Trusts: Court and Control Tests, Grantor vs. Non-Grantor Trusts, Tax Consequences and Reporting Requirements
July 15, 20251:00 PM – 2:50 PM ET
Webinar
Thomas M. Giordano-Lascari and Auberie Silvain
Education
A Battle With The U.K. Bare Trust—Let's Settle This Once And For All!
June 9, 202512:30 PM – 1:30 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
Interpreting Tax Treaties: Tax-Free Interest, Foreign Tax Credits and Form 8833
June 3, 2025
Virtual
Auberie Silvain
Industry Conference
Case study: succession challenges in a new era
May 16, 202511:00 AM – 11:45 AM ET
Hamilton Princess Hotel & Beach Club, Bermuda
Stefanie J. Lipson
Education
So Long, Farewell: US Tax Issues for Expatriates
May 9, 20258:00 AM – 9:45 AM ET
Marriott Marquis in Washington, DC
Thomas M. Giordano-Lascari
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
Education
Top 10 Planning Strategies in the Rush to Plan in 2025
February 11, 202512:00 PM PT
Panevino | Las Vegas, NV
Laura A. Zwicker and Stefanie J. Lipson
Industry Conference
Elections, Instability and Taxation
January 29, 20255:45 PM – 7:15 PM
Sheraton Grand Los Angeles
Stefanie J. Lipson
Industry Conference
Preparing for Uncertainty
November 14, 20243:20 PM – 4:00 PM
Lake Como, Italy
Laura A. Zwicker
Partnership
US Planning Structures for Foreigners That Take Into Account Foreign Tax Law | 2024 Annual Meeting of the Tax Bar and Tax Policy Conference
November 6, 20243:45 PM – 5:00 PM PT
Hilton Anaheim
Thomas M. Giordano-Lascari
Partnership
STEP Canada-USA 2024 Cross-Border Conference
October 6, 20244:00 PM CT
Chicago, IL
Stefanie J. Lipson
