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
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
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
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, 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
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
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
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
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
Industry Conference
Trusts in Succession: Do Civil and Common Law Perspectives Clash?
March 27, 2025
Lenzerheide, Switzerland
Laura A. Zwicker
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
