Events
Industry Conference
Centurions Private Wealth Forum
September 25, 2025
Lisbon, Portugal
Laura A. Zwicker
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
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
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
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
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
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
Trusts in Succession: Do Civil and Common Law Perspectives Clash?
March 27, 2025
Lenzerheide, Switzerland
Laura A. Zwicker
Industry Conference
Roundtable Discussion - Global Tax Changes
March 12, 2025
Banyan Tree Mayakoba, Mexico
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
USC Gould School of Law 2025 Tax Institute
January 27, 2025
Sheraton Grand Los Angeles
Thomas M. Giordano-Lascari, Gary L. Kaplan, Michael Wiener, Matt Zanis, Laura A. Zwicker, and Carl (CJ) Sjulin
Industry Conference
Preparing for Uncertainty
November 14, 20243:20 PM – 4:00 PM
Lake Como, Italy
Laura A. Zwicker
Speaking Engagement
Fools Rush In | 61st Annual Hawaii Tax Institute
November 7, 202412:30 PM – 1:30 PM
Sheraton Waikiki Resort, Honolulu, Hawaii
Laura A. Zwicker and Stefanie J. Lipson
Partnership
Creating a True Comprehensive Plan – The Danger of Excessive Focus on Estate Tax Savings Planning | 61st Annual Hawaii Tax Institute
November 6, 20244:00 PM – 4:50 PM
Sheraton Waikiki Resort, Honolulu, Hawaii
Stefanie J. Lipson
Speaking Engagement
Geopolitical Developments and the Impact on our Industry | The Minds of the Future 2024
October 23, 20243:40 PM – 4:20 PM
The Lygon Arms, Broadway, United Kingdom
Laura A. Zwicker
Partnership
STEP Canada-USA 2024 Cross-Border Conference
October 6, 20244:00 PM CT
Chicago, IL
Stefanie J. Lipson
Speaking Engagement
2024 Centurions Private Wealth Forum
October 2, 2024
Malaga, Spain
Laura A. Zwicker
Speaking Engagement
Foreign Gifts and Foreign Trusts: Proposed Regulations
October 2, 202412:00 PM – 1:30 PM PT
Armanino LLP
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
Industry Conference
A Hop, Skip And A Jump Into Tax: Stumbling Into Tax Traps in Domestic and Cross-Border Migration
July 12, 20249:35 AM – 10:25 AM PT
Estancia La Jolla Hotel & Spa
Laura A. Zwicker
Industry Conference
The 16th Annual STEP International Tax and Estate Planning Forum
June 13, 2024
Surf & Sand Resort, Laguna Beach, CA
Laura A. Zwicker, Thomas M. Giordano-Lascari, and Stefanie J. Lipson
