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STEP Wyoming

Venue: Four Seasons, Jackson Hole, Wyoming

Hear the latest topical issues and developments impacting the international and U.S. based private client at the STEP Wyoming International Estate Planning Conference 2019. The agenda includes opportunities to network with fellow practitioners in the beautiful setting of the Four Seasons, Jackson Hole as well as free time to enjoy the nearby national parks. Secure your place today!


  • New Planning Paradigm in Cross-Border Strategies

  • New Trends in Planning for Chinese Clients: Tax and Non-Tax Considerations

  • Trouble with the Law: Integrating US Tax and Securities Laws for Global Families

  • Moderated Roundtable Discussion with the STEP USA Board

  • Wyoming Legislative Update Panel

  • Cross-Border Case Study

  • Structuring for Brazilian Families – Key Family and Tax Law Matters to be Taken into Account

Speakers include:

  • Cynthia D. Brittain TEP, Katten Muchin Rosenman LLP, USA

  • Geoffrey Cone TEP, Teton Trust Company, Uruguay

  • Albert Forkner, Wyoming Division of Banking, USA

  • William J. Kambas TEP, Withers Bergman LLP, USA

  • Darrick M. Mix, Duane Morris LLP, USA

  • Paolo Panico TEP, Private Trustees SA, Luxembourg

  • Charles Tee TEP, Withers LLP, UK

  • Ana Claudia Akie Utumi, Utumi Advogados, Brazil

  • Mr. Melvin Warshaw TEP, USA

  • Megan R. Worrell TEP, JP Morgan, USA

  • Shudan Zhou, McDermott Will & Emery LLP, USA

Visit STEP Wyoming’s Website for more information.

Earlier Event: September 6
ACTEC 2019 Rocky Mountain Regional Meeting
Later Event: October 10
2019 STEP Benelux Conference