STEP Lugano

Evento di Natale STEP Lugano 2024: La Fondazione Mantello Filantropia L'evento si terrà Giovedì 5 dicembre 2024 dalle ore 18:15 - 21:30, presso la Sala Camino del Grand Hotel Villa Castagnola a Lugano. Anche quest’anno il #Natale di #STEP #Lugano sarà dedicato alla #filantropia come tema principale. Vi invitiamo a questo incontro per esplorare insieme il ruolo innovativo delle #fondazioni, lo #Stato come attore chiave e il #trust #philanthropy come strumento di impatto. Relatori della serata: - Giorgio Panzera Fondatore e Direttore della cenpro - competenze non profit e filantropia della Fondazione Mantello Filantropia - Paolo Bernasconi: Avvocato e Professore emerito con una lunga esperienza nel diritto internazionale e nella filantropia - Luigi Pedrazzini: Avvocato, già Consigliere di Stato, Presidente del Consiglio della Fondazione Mantello Filantropia Un sentito ringraziamento a BancaStato Private Banking, che ha reso possibile questo evento attraverso il suo generoso supporto. L’ingresso è gratuito, ma i posti sono limitati! Registratevi entro il 4 dicembre 2024 al link https://lnkd.in/eKRsnHDy per assicurare la vostra partecipazione. STEP – Advising Families Across Generations | Verein STEP | STEP Lugano

Join us for the next event on Thursday, 17 October 2024, at Villa Principe Leopoldo in Lugano. The conference will offer a comprehensive exploration of two critical mechanisms in #trust #administration and #dispute #resolution: 🔹 #Supervisory #Jurisdiction in Trusts: A fundamental concept in both common law and civil law jurisdictions, supervisory jurisdiction ensures judicial oversight over trust administration, providing trustees with guidance, protecting beneficiaries, and resolving complex trust disputes. Our expert speakers will examine its historical origins, practical scope, and current applications across multiple legal systems. 🔹 #Arbitration in Trusts: As an increasingly popular alternative to litigation, arbitration in trust disputes offers a confidential, efficient, and flexible means of resolving contentious matters. The conference will explore key issues such as the arbitrability of trust disputes, enforceability of arbitration clauses, and practical experiences from international case law. Our distinguished panel of speakers includes leading voices in trust and arbitration law: 🎤 Dr. Daniel Clarry (Gerard Brennan Chambers, Brisbane) Supervisory Jurisdiction in Common Law: Origin, Scope, and Nature 🎤 David Wallace Wilson (Schellenberg Wittmer, Geneve) Supervisory Jurisdiction in Civil Law: Switzerland 🎤 Andrea Vicari (Vicari Avvocati, Milan) Supervisory Jurisdiction in Civil Law: Italy and San Marino Arbitrability and Arbitration Clauses: Issues under Italian and San Marino Law 🎤 Francesco A. Schurr (Universität Liechtenstein, Vaduz) Supervisory Jurisdiction in Civil Law: Liechtenstein 🎤 Andrea Moja (SLCLEX, Milan) Legal Practice in Arbitration in Estate Planning 🎤 Werner Jahnel and Sébastien Zulian (LALIVE, Zurich and Geneve) Trust and Estate Arbitration in Switzerland: Update and Recent Experiences The conference will be moderated by Filippo Turato, Chairman of STEP Lugano, and Andrea Vicari, Education Officer of STEP Lugano. 📅 Date: 17 October 2024 📍 Venue: Villa Principe Leopoldo, Lugano 🕑 Time: 10:00 - 17:00 🖥️ Online attendance available With a focus on both the legal theory and practical application of supervisory jurisdiction and arbitration in trusts, this conference promises to provide attendees with invaluable insights and strategies for handling trust-related matters in both domestic and international contexts. 🔗 Register here (https://lnkd.in/e8RUFf_K) STEP – Advising Families Across Generations | Verein STEP | STEP Lugano | STEP Zurich | STEP Vaduz | Liechtenstein | STEP Geneva | STEP Basel | Society of Trust and Estate Practitioners (STEP) - Lausanne Branch | STEP Italy #Trusts #SupervisoryJurisdiction #Arbitration #TrustDisputes #STEP #EstatePlanning #Lugano #Conference #Networking

Lo scorso giovedì 13 giugno, al CSVN, si è tenuto il convegno “Riforma del regime UK ‘#resnondom’. What’s next?”, a cui è dedicato l’articolo del Corriere del Ticino. Durante l’evento, risultato di una co-progettazione con STEP Lugano, si è sottolineato come la modifica del regime di tassazione dei residenti non domiciliati nel Regno Unito costituisca un’opportunità anche per la Svizzera e il Ticino nell’attrarre clienti facoltosi. Con la moderazione di Alfonso Rivolta, hanno partecipato al convegno: Franco Citterio Marco Calcagno Fabio Gaggini Martino Pinelli, collegati da Londra Beatrice P. e Nicola Saccardo. La tavola rotonda ha visto il contributo di Christian Marthaler e Fabio Sabino.

La modifica dello status e del regime di tassazione dei residenti non domiciliati («res-non-dom») nel Regno Unito, prevista dallo Spring Budget 2024, interesserà circa 55 mila High Net Worth Individuals (HNW). Per la Svizzera e per il nostro Cantone questo provvedimento può rappresentare un'opportunità per attrarre clienti facoltosi. Di questo tema hanno discusso diversi esperti in un convegno organizzato  dal Centro Studi Villa Negroni in collaborazione con STEP Lugano, ripreso in un articolo pubblicato oggi sul Corriere del Ticino. La tavola rotonda è stata moderata da Alfonso Rivolta, Group Head Wealth Solutions di PKB Private Bank. *** The changes to the status and tax regime for non-domiciled residents ("res-non-dom") in the United Kingdom, as outlined in the Spring Budget 2024, are set to impact approximately 55,000 High Net Worth Individuals (HNW). For Switzerland and our Canton, this measure could present a significant opportunity to attract affluent clients. This topic was discussed by several experts at a conference organized by Centro Studi Villa Negroni in collaboration with STEP Lugano, as reported today in an article published by Corriere del Ticino. The round table was moderated by Alfonso Rivolta, Group Head Wealth Solutions at PKB Private Bank.

Dear #UHNWI, are you missing centuries-old UK #RnD regime and don't know where to go after its announced end ? We will talk about the end of the #remittance and the Swiss alternative as a safe haven at this conference at the Villa Negroni Study Center, where I will have the pleasure of being moderator of an interesting discussion with outstanding speakers. Please come along in large numbers ! * * * * Cari #UHNWI, siete orfani del plurisecolare regime UK RnD e non sapete dove andare dopo la sua fine annunciata ? Parleremo della fine della "remittance" e dell'alternativa Svizzera come porto sicuro in questo convegno al Centro Studi Villa Negroni dove avro' il piacere di essere moderatore di una interessante discussione con relatori d'eccezione. Accorrite numerosi ! Franco Citterio Beatrice P. Nicola Saccardo Martino Pinelli Karin Meiners Maddalena Biondi Marco Calcagno Fabio Gaggini #wealthsolutions #weathplanning #relocation #uhnwi https://lnkd.in/gsN-zRy9

The bilateral event STEP Italy - STEP Lugano this year will be on "Persone e patrimoni nel contesto transnazionale Italia - Svizzera". The event will be held on Thursday April 11 from 14:00 to 18:30 at Park Hyatt Milano, with the possibility to join remotely. The event will be in Italian with a simultaneous translation service in English for online attendees. The first panel, moderated by Francesco Carlo Giorcelli from Capital Trustees and member of our committee, will be focused on tax aspects affecting new residents of both countries. Alberto Lissi from Tax Partner AG, Antonio Longo from DLA Piper and Domenico Sannicandro TEP from Belluzzo International Partners will join the panel. A second panel, moderated by Giovanni Cristofaro from Chiomenti and member of STEP Italy committee, will discuss on legal aspects related to international successions between Italy and Switzerland. The speakers will be Angelo Busani from The Italian Notaries – Busani & Partners, Mattia Tonella from btc.legal sa and Francesco Wicki from Studio Legale e Notaile Wicki Our chair Filippo Turato will moderate the event with Stefano Loconte, chair of STEP Italy. A special thank you to the event sponsor Vontobel, Lorenzo Palleroni. For registration please visit https://lnkd.in/dQij4uby. STEP – Advising Families Across Generations | STEP Italy | Verein STEP | STEP Geneva | Society of Trust and Estate Practitioners (STEP) - Lausanne Branch | STEP Basel

The bilateral event STEP Italy - STEP Lugano this year will be on "Persone e patrimoni nel contesto transnazionale Italia - Svizzera". The event will be held on Thursday April 11 from 14:00 to 18:30 at Park Hyatt Milano, with the possibility to join remotely. The event will be in Italian with a simultaneous translation service in English for online attendees. The first panel, moderated by Francesco Carlo Giorcelli from Capital Trustees and member of our committee, will be focused on tax aspects affecting new residents of both countries. Alberto Lissi from Tax Partner AG, Antonio Longo from DLA Piper and Domenico Sannicandro TEP from Belluzzo International Partners will join the panel. A second panel, moderated by Giovanni Cristofaro from Chiomenti and member of STEP Italy committee, will discuss on legal aspects related to international successions between Italy and Switzerland. The speakers will be Angelo Busani from The Italian Notaries – Busani & Partners, Mattia Tonella from btc.legal sa and Francesco Wicki from Studio Legale e Notaile Wicki Our chair Filippo Turato will moderate the event with Stefano Loconte, chair of STEP Italy. A special thank you to the event sponsor Vontobel, Lorenzo Palleroni. For registration please visit https://lnkd.in/dQij4uby. STEP – Advising Families Across Generations | STEP Italy | Verein STEP | STEP Geneva | Society of Trust and Estate Practitioners (STEP) - Lausanne Branch | STEP Basel

On 20th February 2024, STEP Lugano held the seminar on the “Role of protectors in different jurisdictions”, moderated by Filippo Turato and hosting Andrea Vicari, Mark Hubbard, Prof. Francesco A. Schurr and Piers Master, who provided their insights on the role of #Protector based on their professional experience and expertise. The event took place at Hotel Villa Principe Leopoldo in Lugano as well as remotely via Zoom, allowing many professionals of the #trust and #wealthplanning industry to join from all over Switzerland and Europe. STEP – Advising Families Across Generations | Verein STEP | STEP Lugano

On 20th February 2024, STEP Lugano held the seminar on the “Role of protectors in different jurisdictions”, moderated by Filippo Turato and hosting Andrea Vicari, Mark Hubbard, Prof. Francesco A. Schurr and Piers Master, who provided their insights on the role of #Protector based on their professional experience and expertise. The event took place at Hotel Villa Principe Leopoldo in Lugano as well as remotely via Zoom, allowing many professionals of the #trust and #wealthplanning industry to join from all over Switzerland and Europe. STEP – Advising Families Across Generations | Verein STEP | STEP Lugano

I am pleased to moderate the event on the "Role of protectors in different jurisdictions" organized on Tuesday February 20 from 14:00 onwards. Looking forward to hearing from Andrea Vicari on "the fundamental differences between the civilistic conception of the protector and the legal conception in common law countries: the case of Jersey law" and from Mark Hubbard on "Protectors in English law". The second panel will be extremely interesting thanks to the presentations of Prof. Francesco A. Schurr on "Protectors in Liechtenstein and San Marino Law" and Piers Master on "Reporting and taxation of protectors". This seminar will represent a great opportunity to explore the role of #Protector with a comparative approach. I encourage you to participate sharing your professional experience in order to add different views to the discussion. Please register at https://lnkd.in/eG2sHJ-X to attend the seminar in person at Hotel Villa Principe Leopoldo in Lugano (https://lnkd.in/e7CpwuJq) or to join remotely via Zoom. STEP – Advising Families Across Generations | Verein STEP | STEP Lugano