A STEP Hungary Konferencia 2026-ban ismét megrendezésre kerül, ezúttal is a Budapesti Ügyvédi Kamarával együttműködésben. Időpont: 2026. március 20. (péntek) Helyszín: Budapesti Ügyvédi Kamara, (1055 Budapest, Szalay utca 7.) Kérjük, jegyezze fel a dátumot, és bízunk benne, hogy találkozunk!
Program:
(Please note that the conference will be in English)
8:30 | Registration and refreshments |
9:00 | Welcome from STEP HUNGARY Prof. István Sándor TEP, Chair of STEP HUNGARY |
9:05 | Welcome from the Budapest Bar Association Peter S. Szabó, Vice-President of the Budapest Bar Association |
9:10
| STEP Update Dr. Paolo Panico TEP, Chair STEP World-wide and Marco Cerrato TEP, Chair of STEP Europe |
9:15 | Keynote address – Practical challenges and compliance in regional wealth management- banking relations, KYC,AML,AMLA… Dr. Paolo Panico TEP, Chair STEP World-wide Gábor B. Szabó TEP, PRIMUS WEALTH, Hungary |
9:35 | Cross-border trust and foundation structures in Central Europe The panel of experts examines the challenges arising from the practice and regulation of trusts and private asset management foundations in the Central European region where the establishment of cross-border structures is envisaged. The presentations outline the main features of the asset management regimes of the neighbouring countries, with particular emphasis on their specific characteristics as they arise in international and cross-border contexts. Moderator: Prof. István Sándor, TEP, Chair of STEP HUNGARY, KELEMEN, MÉSZÁROS, SÁNDOR& PARTNERS Law Office, Hungary Kacper Górniak, PhD, notary, Poland Miroslav Trenčan, TEP, Hillbridges, Slovakia James Turnbill, TEP, Uplift, Chair of STEP Czech and Slovak |
10.20 | With or Without Your (Hungarian) Trust? Estate Planning for HNWIs Setting Off for Life Abroad Even the most elegantly crafted wealth-planning structure can start to wobble when its owner decides to relocate to another country. Does a Hungarian trust (“bizalmi vagyonkezelés”) still make sense for estate-planning purposes if the settlors no longer live in Hungary? And if not, what alternatives should be considered? Moderator: Peter Kun TEP, KUN&PARTNER, Hungary Élodie Mulon, Chauveau Mulon & Associés, France Alberto Perez Cedillo, TEP, Alberto Perez Cedillo Spanish Lawyers & Solicitors, Spain/UK Stuart Smyth, TEP, Maurice Turnor Gardner, United Kingdom Dr. Daniel Lehmann, TEP, Heuking Kühn Lüer Wojtek, Germany |
11.20 | Taxation of cross-border structures – Part I (Inbound) Join our panel discussion on the taxation of cross-border wealth structures, where experts will dissect how inbound trust and foundation schemes interact with foreign tax rules. Through practical case studies, we will explore the implications when foreign trusts or foundations acquire assets in another country (including Hungary) or when beneficiaries are not local tax residents. The session will highlight current tax authority interpretations and emerging trends that shape compliant and efficient wealth-planning strategies. Country spotlights- including Cyprus, Liechtenstein, and New Zealand - will provide comparative insights into structuring opportunities and pitfalls. This panel is designed for practitioners seeking real-world guidance on navigating complex cross-border estate-planning challenges in Central Europe. Moderator: Moderator: Csaba Magyar, TEP Crystal Worldwide Law Firm, Hungary Priska Rösli, Red Leafs Tax AG , Liechtenstein Michael A Michaelides, Deloitte Limited, Cyprus Peter Rybaltovszki, TEP, Crystal Worldwide (NZ) LP, New Zealand |
12:05 | Networking luncch |
13:30 | Taxation of cross-border structures – Part II (Outbound) This panel explores the legal and tax dimensions of outbound cross-border trust structures, focusing on the implications when trusts invest beyond their home jurisdiction. Through practical examples, the discussion will examine how outbound investments – for example a Hungarian trust acquiring Spanish assets, or vice versa – are treated under domestic law and tax regimes, both in the trust’s home country and in the host jurisdiction. The panel will address key questions around the legal qualification of trusts, the taxation of income and gains, and the interaction between trust structures and local legislation. With country perspectives from Hungary, Spain, Italy, and the United Arab Emirates, the session offers comparative insights into the challenges and planning considerations of outbound trust investments in an increasingly globalised wealth management environment. Moderator: Dr. Balázs Békés TEP, BékésPartners, SINE QUA NON Trust, Hungary Dr. Anett Anna Kátó-Pertl, Vice President of the Hungarian Business Council UAE, Hungary Xavier Xivillé TEP, CUATRECASAS Barcelona, Spain Dr. Eva Stadler, Wolff Theiss, Austria |
14:15 | Acquisition of assets by Hungarian trusts and foundations abroad As Hungarian trusts and wealth management foundations increasingly look beyond our borders, trustees are facing a new wave of legal, tax and regulatory challenges. How are Hungarian and other CEE structures viewed in key destination countries? What practical hurdles arise when acquiring real estate, financial assets or business interests abroad – and how can trustees navigate them without jeopardising asset protection or tax efficiency? In this panel, estate‑planning experts from the UAE, Spain and the USA will share real‑life experience on: recognition and treatment of foreign trusts and foundations in their jurisdictions, local rules on property and business acquisitions, banking, KYC and compliance issues for Hungarian and other foreign trustees, and common structuring mistakes – and how to avoid them. Join us to gain concrete, practice‑oriented insights to help Hungarian trustees invest confidently and compliantly in these three key markets. Moderator: Patrick Hancz, International Tax Compliance, Hungary Ksenia Shvalova, TEP, M/HQ United Arab Emirates |
15:00 | Networking and refreshment |
15:30 | When Foreign Structures Meet Hungary An overview of how foreign trusts, foundations, and other international asset-holding structures interact with the Hungarian legal and tax environment. The session will highlight key considerations including ownership issues, mandatory NAV notifications, compliance obligations, and CRS transparency requirements. Speakers: |
16.15 | Unregulated Asset Management - Countries, Structures, Benefits, Limits Although asset management is an activity that is subject to some kind of state license, notification, registration or control almost everywhere in the world, there are also forms that are not subject to state regulation and are subject exclusively to the private law regulations. The panel members would like to give a brief overview of these asset management forms, describing their most typical areas of application, their advantages and limits. The experts will explore the topic by presenting examples from Luxembourg, Switzerland and Hungary. Moderator: Gábor B. Szabó TEP, PRIMUS WEALTH SA, Luxembourg / ALIANT Menyhei, Molnár, B. Szabó Law Firm, Hungary Gabor Mocskonyi, TEP, White Oak Mangement SA (Luxembourg) Julien Dif, TEP, The Governance Law Firm (Switzerland) |
17:00 | Closing remarks Prof. István Sándor TEP, Chair of STEP HUNGARY |
17:05 | Networking farewell reception |