Trust & Tax Conferences not to miss in 2024

trust and tax conferences


Don’t miss out on essential trust and tax conferences in 2024. If you’re a legal professional, estate planner, or tax enthusiast looking to expand your knowledge, grow your network, and stay up-to-date in the industry, you’re in luck. Next year will host a variety of outstanding conferences that will shed light on the intricacies of trust, tax, and estate planning. From the stunning Swiss Alps to the bustling streets of Dubai, these events will bring together industry leaders, practitioners, and influencers to share insights, discuss critical topics, and encourage collaboration in the ever-changing field of global estate planning. Here is a handpicked selection of must-attend conferences in the area of trusts and taxation for 2024.

1. Annual Heckerling Institute on Estate Planning

  • When: January 8-12, 2024
  • Where: Orlando World Center Marriott, Florida, USA
  • Why: Promises an exceptional convergence of industry expertise, networking prospects, and cutting-edge insights. Catering to attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management experts, and nonprofit advisors.
  • Find out more here

2. Annual International Tax Conference

  • When: January 18-19, 2024
  • Where: Online + JW Marriott Miami, Florida, USA
  • Why: Offers vital insights for CPAs and tax attorneys specializing in international tax. As the only trusted conference in Florida, it equips professionals with essential knowledge for multinational entities and clients, focusing on the latest global tax changes. This conference, hosted by FICPA and Florida Bar Tax Section, is designed to meet the specific needs of international tax experts.
  • Find out more here

3. University of San Diego – Chamberlain International Tax Conference

  • When: February 19-20, 2024
  • Where: Mérida, Tucatán, Mexico
  • Why: The University of San Diego School of Law – Chamberlain International Tax Institute offers a comprehensive event featuring courses on U.S. and international tax laws, reporting, estate planning, and compliance, making it an invaluable opportunity for professionals to update and expand their knowledge in Mérida, México.
  • Click here for more info

4. Latin American Tax and Transactional Conference 2024

  • When: March 11-13, 2024
  • Where: Miami, Florida, USA
  • Why: Join the Baker team and members from Trench Rossi Watanabe for a discussion on significant developments and trending issues affecting the Americas. This is also a great opportunity to network with new acquaintances and rekindle connections with colleagues.
  • Click here for more info

5. International Estate Planning Institute (NY Bar and STEP)

  • When: March 14-15, 2024
  • Where: New York, USA
  • Why: Delve into the intricacies of international estate planning, connect with global experts, and explore the evolving landscape of cross-border planning.
  • Click here for more info

6. International Fiscal Association (IFA) Annual Conference

7. STEP South Africa

  • When: April 2024, TBC
  • Where: Johannesburg
  • Why: Unpack the nuances of estate planning in South Africa, engage with local professionals, and gain insights into the region’s specific challenges and opportunities.

8. STEP Alpine

  • When: May 22-23, 2024
  • Where: Interlaken, Switzerland
  • Why: Nestled in the breathtaking Swiss Alps, this event offers a unique blend of professional development and stunning natural surroundings.
  • Click here for more info

9. STEP Caribbean

  • When: May 2024, TBC
  • Where: Panama
  • Why: Explore estate planning dynamics in the Caribbean, engage with industry leaders, and discuss strategies to navigate the region’s distinct legal and regulatory landscape.

10. IBA and ABA – Annual US and Latin America Tax Practice Trends

  • When: June 12-14, 2024
  • Where: Miami, USA
  • Why: Gain practical insights into current tax practices for multinational corporations, understand international tax trends, and learn how government tax officials perceive the evolving international tax landscape in light of significant global developments, with perspectives from industry leaders, government officials, and top tax practitioners.
  • Click here for more info

11. Transcontinental Trusts Bermuda

  • When: June 19-21, 2024
  • Where: Hamilton Princess & Beach Club, Bermuda
  • Why: Addresses both non-contentious and contentious trust topics. With its legacy, comprehensive content, and networking opportunities, this #1 industry event equips trust professionals with actionable strategies to navigate modern trust landscapes.
  • Find out more here

12. International Fiscal Association (IFA) RIO 2024

  • When: June 25-27, 2024
  • Where: Rio de Janeiro, Brasil
  • Why: The IFA Latam Congress is the largest tax law event in Latin America. The academic program is made up of current topics, divided into 14 seminars and two central themes. Among these topics, we will discuss tax reforms in Latin American countries, transfer pricing rules, the taxation of influencers and their platforms, the taxation of exchange rate variations, and the tax regime for off-shores. 
  • Click here for more info

13. STEP Israel

  • When: September 10-11, 2024
  • Where: Tel Aviv, Israel
  • Why: Dive into estate planning trends in Israel, connect with professionals shaping the industry, and gain fresh perspectives on local and global challenges.
  • Click here for more info

14. International Bar Association (IBA) Annual Conference

  • When: September 15-20, 2024
  • Where: Mexico City, Mexico
  • Why: Gathers legal thought leaders, practitioners, and influencers for transformative collaboration and knowledge exchange, offering a unique opportunity for professional growth.
  • Find out more here

15. STEP Wyoming

  • When: September 19-22, 2024
  • Where: Jackson Hole, Wyoming, USA
  • Why: Immerse yourself in the serene beauty of Wyoming while engaging in discussions about estate planning trends and strategies.
  • Find out more here


  • When: September 26-27, 2024
  • Where: Buenos Aires, Argentina
  • Why: Focus on the Latin American market, connect with peers, and explore opportunities for collaboration in this rapidly evolving region.
  • Find out more here

17. Transcontinental Trusts Istanbul

  • When: October 2-4, 2024
  • Where: InterContinental Hotel, Istanbul, Turkey
  • Why: Delve into evolving trust landscapes with dynamic sessions, exclusive networking, and a revamped format, this premier event equips trust professionals to excel in the intricate world of modern trusts.
  • Find out more here

18. STEP Miami Annual Summit

  • When: October 25, 2024
  • Where: Miami, Florida, USA
  • Why: A cornerstone event, the Miami Summit brings together experts from around the world to discuss pressing topics and share insights on global estate planning trends.
  • Find out more here

19. International Fiscal Association (IFA) Congress in Cape Town

  • When: October 27-31, 2024
  • Where: Cape Town, South Africa
  • Why: It will be the first IFA Congress on the African continent. IFA’s annual congresses provide a unique opportunity to bring together leading tax experts from corporations, governments, academia, and advisors, to discuss and debate international tax topics of current major interest and importance.
  • Find out more here

20. STEP Arabia

  • When: November 11, 2024
  • Where: Dubai, UAE
  • Why: Discover the evolving estate planning landscape in the Middle East, engage with professionals from the region, and exchange insights into the industry’s future.
  • Find out more here

21. STEP Asia

  • When: November 12-13, 2024
  • Where: Singapore, Singapore
  • Why: Explore the dynamic Asian estate planning landscape, connect with professionals, and gain insights into the region’s unique challenges and opportunities.
  • Find out more here

22. STEP Bermuda

  • When: November 2024 TBC
  • Where: Hamilton, Bermuda
  • Why: Explore estate planning dynamics in Bermuda, connect with industry leaders, and discuss strategies to navigate the region’s unique legal and regulatory environment.

As the horizon of 2024 unfolds, these trust and tax conferences stand as beacons of knowledge and networking. With each event tailored to provide insights, strategies, and connections that are vital for navigating the intricate world of estate planning, the opportunities are boundless. Whether it’s exploring the nuances of international estate planning, engaging with professionals from diverse regions, or delving into the latest trends and challenges, these conferences promise an enriching journey for legal minds and professionals. Secure your spot, gather your insights, and step into the future of estate planning. The road to knowledge and networking awaits!

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