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
Industry Conference
Private Client Advisory and Litigation Forum: Paris | ThoughtLeaders4
June 10 - June 12, 2026
Paris, France
Laura A. Zwicker and Stefanie J. Lipson
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
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
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
Networking
Women of ACG Spring Luncheon
April 14, 202611:30 AM – 2:00 PM PT
Skirball Cultural Center
Courteney Craney, Stefanie J. Lipson, and Auberie Silvain
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
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
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
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
Industry Conference
Responsible Investing in Trusts
October 4, 20258:55 AM – 9:50 AM MT
Jackson, Wyoming
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
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
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
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
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
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
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
Partnership
STEP Canada-USA 2024 Cross-Border Conference
October 6, 20244:00 PM CT
Chicago, IL
Stefanie J. Lipson
Industry Conference
ACG 101 Family Office Wealth Conference
September 19, 20244:00 PM – 8:00 PM
Sheraton Universal Hotel
Stefanie J. Lipson
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
