Welcome to STEP Los Angeles. We are proud to be a part of the Society of Trust and Estate Practitioners. STEP, founded some 18 years ago in London, now has more that 16,500 members worldwide. STEP is unique in that it is a multi-disciplinary organization that brings together professionals, lawyers, accountants, trust officers, bank officers, financial planners and the like, to discuss the latest international tax and trust and estates developments throughout the world. Almost every trust and estates professional has some exposure to international issues and STEP, unlike other tax organizations, distinguishes itself by providing a forum to discuss these multijurisdictional issues and learn about the most recent developments in the field.

STEP Los Angeles, founded in 2006, now has more the 90 members. In addition to the annual STEP Pacific Rim Conference, STEP Los Angeles has eight or more events a year that includes breakfast and lunch meetings with presentations by internationally and nationally known experts on timely subjects.

With the launch of our STEP Los Angeles website we are bringing our organization into the 21st century, while providing our members and affiliates with a central location to learn more about our organization and gain access to the wealth of materials that our programs have produced todate.

Again, we welcome you to STEP Los Angeles and hope that you will continue to support us in our efforts.

M K Davidson
STEP Los Angeles Branch Chair.



Pre-Immigration US Tax Planning For Non-US Persons

Speaker: Robert F. Hudson,Jr.- Baker & McKenzie-Partner- Miami office

Pre-immigration U.S. tax planning is one of the areas in which the tax advisor can make a big difference in a future resident’s U.S. income, gift and estate tax consequences with attention to some key areas that frequently are encountered when high net worth individuals want to move to the U.S. on either a temporary or long-term basis. Bob’s presentation will address these key elements and provide some of the main tax planning techniques that tax advisors should consider for such situations.

Who should attend? This luncheon presentation will be of particular relevance to estate planners; tax lawyers; tax accountants; lawyers representing family-owned businesses, entrepreneurs and other high-net-worth individuals; trust company officers; and in-house counsel and officers at trust companies and banks. We encourage all current STEP members and estate and trust professionals considering STEP membership to attend  


$55 for STEP members

$75 for non-STEP members

Lunch will be served

Please make checks payable to "S.T.E.P.-L.A." and mail to: Roxann Mehle,

Greenberg Traurig, LLP

1840 Century Park East

Los Angeles, CA 90067


Greenberg Traurig, LLP

1840 Century Park East,

Suite 1900

Los Angeles, CA 90067

T: (310) 586-7700


Parking NOT validated

$27 charge. There is a $10 lot on Constellation towards the NE corner of Constellatin and Century Park East.


Space is limited.

RSVPs are mandatory.

Please RSVP to