STEP NSW Lunch and Learn | Wednesday 11 November 2026

STEP NSW Branch invites you to a Lunch & Learn Seminar, kindly hosted by Hall & Wilcox, with Marsha Laine Dungog, Partner, Withers Bergman LLP.

Topic: Killing Trusts Softly: The AUS-US Estate Planning Paradox

This presentation will provide an overview of US tax and estate planning complexities that arise when globally mobile families use domestic trusts as part of their estate plan while residing in the United States or Australia.

The presentation will include specific examples of estate planning techniques in Australia that create US tax exposures, and introduce common US estate planning strategies that may result in unfavorable Australian tax consequences.

Event Details

Date: Wednesday 11 November 2026

Time (all times AEDT):

• 12:15 - 12:30 delegate arrival and networking

• 12:30 - 13:30 seminar

• 13:30 - 14:00 light refreshments and networking

Venue: Hall & Wilcox, Level 18, 347 Kent Street, Sydney NSW 2000 OR online via Teams webinar

Cost: STEP Members $45 | Non-Members $90

ABOUT THE PRESENTER | Marsha Laine Dungog

Marsha Laine Dungog is an international tax and estate planning lawyer admitted to practice in the United States and Canada. She provides cross border estate planning services for high-net-worth individuals, founders and family offices, and advises fiduciaries and professional advisors on international tax exposures and compliance obligations of individuals, estates and trusts with beneficiaries, assets or transactions involving the US, Canada and Australia. Marsha's practice includes cross border tax planning for individuals and businesses relocating or expanding internationally, as well as tax advisory services for corporate executives, global employees and expatriates.

She is a published author and frequent speaker on international tax, retirement and estate planning in the US, Canada and Australia. She has presented tax technical papers before the tax-writing committees of the US Congress and the US Treasury Department on the US taxation of Foreign Retirement Funds, Australian Superannuation Funds, Mexican AFOREs and Canadian Registered Plans (RESPs and RDSPs) as a member of the California Lawyers Association's Washington D.C. Delegation.

Marsha has been recognised in the Chambers High Net Worth Guide in the area of Private Wealth Law – Northern California since 2022. She has also been recognised as a recommended lawyer in The Legal 500 US guide since 2024 in the areas of International Tax and named in Best Lawyers for Trusts & Estates in San Francisco for 2026. She was also named "Woman of Inspiration" (Authentic Leader Category) by the Canadian Business Chicks in 2018 and "Woman to Watch" (Experienced Leader Category) by the California Society of CPAs in 2020.

Marsha is the incoming President of the San Francisco Tax Club and a board member of the San Francisco Foundation Professional Advisors Council (SFF PAC). She is also a member of the San Francisco Estate Planning Council (SFEPC) and the Northern California Family Office Mastermind Group (FOMG). She is also a current Board Member at the Australian American Chamber of Commerce.

BRANCH SPONSOR

STEP NSW Event Sponsor - Equity Trustees

Equity Trustees was established in 1888 for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth. As one of Australia’s largest and oldest listed independent trustees, we offer a diverse range of services to individuals, families and corporate clients asset management, trustee and executor services, estate planning, philanthropic services, Native Title, compensatory trusts, superannuation trusteeship and Responsible Entity (RE) services for external Fund Managers. In 2022, Australian Executor Trustees (AET) joined the Equity Trustees group of companies, expanding our network of offices into all major cities, and the capability of our specialist teams. Together we share a deep commitment to our purpose of helping people take care of the future.

Visit us online for more information or call 1300 133 472.

INFORMATION

For more information, please contact stepnswaustralia@step.org.

Please ensure the email address you register with is correct, as all event communications will be sent to this address. The link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Humanitix system.

This seminar will be recorded, and the recording will be sent to registered attendees within 7 days.