Welcome to STEP Mid-Atlantic

Members of the STEP Mid-Atlantic branch include leading practitioners such as lawyers, accountants as well as trust, family office and wealth management professionals.

The branch holds monthly meetings where expert speakers cover a variety of topics of interest to members. The branch co-hosts with the New York branch of STEP an annual International Estate Planning Institute in March which has been held each year since 2005. Once or twice a year networking events are held, sometimes in conjunction with the branch's educational focused meetings.

Recent meeting topics have included:

  • Current Offshore Compliance Developments - FATCA, OVDP and IRS Streamlined Procedures
  • Update of Jersey Trust Law
  • Recent Developments in UK Taxation of Real Estate and FATCA Developments
  • Tax Consequences of Change of Residence of Trusts, Grantors, Beneficiaries and Fiduciaries
  • Solving the UNI Quagmire on Distributions from Non-Grantor Foreign Trusts
  • Recent Developments in Offshore and Domestic Asset Protection Planning.