Upcoming Events
Speaking Engagement
Gen Z and the Future of Wealth: What HNW Advisers Need to Know | Private Client Advisory and Litigation Forum: Paris
June 11, 20263:10 PM CET
Paris, France
Stefanie J. Lipson
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
Past Events
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
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
Education
The Truth About Discounts: They’re Not Dirty, They’re Necessary. What Fiduciaries Must Understand About Valuation, Taxes and Risk Management
May 29, 20263:15 PM – 4:15 PM PT
Sacramento, CA
Marc M. Stern and Julia R. Haye
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
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 Media, New Problems: Tax Issues in Film, Streaming, and Entertainment | 26th IBA/ABA Annual U.S. and Europe Tax Practice Trends Conference
April 16, 20264:30 PM – 6:00 PM CET
Rome, Italy
Laura A. Zwicker
Speaking Engagement
Sunrise, Sunset: East Coast and West Coast Perspectives on Premarital Agreements, Estate Planning, Divorce, and Death
April 10, 202610:00 AM – 12:15 PM ET
Online
Stefanie J. Lipson
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
Speaking Engagement
Beyond The GST Of It! A Deeper Look at the GST Tax and Use of GST Exemption | Marin County Bar Association
March 18, 202612:00 PM – 1:00 PM PT
Online
Stefanie J. Lipson
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
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
USC Gould School of Law 2026 Tax Institute
January 26, 2026
Sheraton Grand Los Angeles
Daniel Cousineau, Matt Zanis, Gary L. Kaplan, Thomas M. Giordano-Lascari, Carl (CJ) Sjulin, Michael Wiener, Auberie Silvain, and Crist Malekyan
Industry Conference
The Day That Duty Died | Heckerling Institute on Estate Planning
January 15, 20262:00 PM – 3:30 PM ET
Orlando, FL
Stefanie J. Lipson
Education
Responsible wealth stewardship: Successful strategies in practice | STEP Global Webinar
November 25, 20259:00 AM – 10:00 AM PT
Webinar
Stefanie J. Lipson
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
Does the tax tail wag the human dog? | IBA Annual Conference Toronto 2025
November 4, 2025
Metro Toronto Convention Centre
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
Education
Money is Every Woman's Business | Women's Leadership Council
October 27, 20255:00 PM PT
Los Angeles, CA
Stefanie J. Lipson
Networking
ACG Los Angeles | Women of ACG Fall Event 2025
October 23, 20253:00 PM – 5:00 PM PT
The Hideaway
Auberie Silvain and Karina B. Sterman
Education
Community Property: Traps and Opportunities in the U.S. and Abroad | STEP New York
October 21, 20254:00 PM – 7:00 PM PT
Katten Muchin Rosenman LLP
Laura A. Zwicker
Industry Conference
Responsible Investing in Trusts
October 4, 20258:55 AM – 9:50 AM MT
Jackson, Wyoming
Stefanie J. Lipson
