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STEP Lunch and Learn Session: US Gift and Estate Tax

STEP New South Wales Branch

Wednesday, 9 May 2018 from 12:30 pm to 1:30 pm (AEST)

STEP Lunch and Learn Session: US Gift and Estate Tax

Ticket Information

Type End Quantity
Members 09/05/2018 Free  
Members Skype
This ticket type is only available for STEP Members. Skype Details will be emailed to you closer to the Event Date.
09/05/2018 Free  
Non-Members 09/05/2018 Free  

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Event Details


STEP AUSTRALIA - NSW Branch, invites you to an address by US Lawyers John Campbell and Ann Seller of Kohen and Patton on “US Gift and Estate Tax”. 

Timing: 12:30pm Sharp. 

Venue: Hall & Wilcox, 60 Castlereagh Street, Sydney

NoteSkype facilities will be available for members who cannot attend in person. Please note that the number of attendees will be limited, but members are encouraged to invite non-STEP members colleagues.


The presentation will cover - A brief summary of US transfer tax (including gift and estate tax) and update on recent changes under the Tax Cuts and Jobs Act 2017, as well as red flags for you to look out for with clients including: clients with US green cards and giving them up; inadvertent US citizens and giving up citizenship; US transfer tax for Australians holding US assets and ways to avoid (e.g. structuring so non-US situs and bank nominations); estate planning requirements for US spouses and children including Wills and incapacity documents; and probate for US assets (including ways to avoid it and if all states will accept Australian Wills and reseals of grants of probate).



Do I have to bring my printed ticket to the event?
No, a list of registered attendees will be at the door.

Do I need to RSVP?
Yes, to assist with accurate numbers for catering and security purposes.


Become a STEP NSW Branch Sponsor

Contact Dior Locke, our STEP Australia Regional Coordinator, to register your interest for sponsorship opportunties with the STEP NSW Branch. 


STEP NSW Event Page | STEP Australia Linkedin Page | STEP Worldwide Website 

Have questions about STEP Lunch and Learn Session: US Gift and Estate Tax? Contact STEP New South Wales Branch

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When & Where

Hall & Wilcox
60 Castlereagh Street
Sydney, NSW 2000

Wednesday, 9 May 2018 from 12:30 pm to 1:30 pm (AEST)

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STEP New South Wales Branch

The Society of Trust and Estate Practitioners (“STEP”) is the worldwide professional association for practitioners in the fields of trusts and estates, executorship, administration and related issues.  STEP has more than 20,000 members from across 95 countries worldwide, who practice across the legal, accountancy, corporate trust, banking and related professions.  Members belong to branches that provide professional development and opportunities to network at a local level.

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STEP Lunch and Learn Session: US Gift and Estate Tax
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