STEP NSW Lunch and Learn | Wednesday 11 November 2026
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).
For further information or assistance, please contact stepnswaustralia@step.org