International Estate Planning Institute II (2006)

This program recording covers all aspects of estate planning for international fact patterns with U.S. connections, including:

· US Estate, Gift and GST Taxation of Non-US Persons and Property

· The Peripatetic International Executive

· Accumulated Income in Foreign Trusts

· US Trusts for Non-US Persons

·Foreign Corporations Held in Trusts: PFIC and CFC Rules

· Asset Protection: Onshore v. Offshore

· Due Diligence and Money Laundering

· Reporting by US persons of Foreign Trusts and Transactions

· Planning for Latin Americans, Israelis and Canadians

·Expatriation 

·Multinational Prenuptial Agreements, Separation Agreements and Divorce

· International Charitable Giving

This program will be beneficial for estates and tax attorneys, trust officers, accountants, insurance consultants and financial planners. There are some basic presentations for those who are familiar with domestic estate planning but want to be more knowledgeable regarding international issues.  There are also more sophisticated and focused presentations for those who practice frequently in international estate planning and wish to hone their skills regarding U.S. issues and keep up with new developments.

The speakers include some of the world's leading experts on international estate planning.

Program Contents

· U.S. Estate, Gift and GST Taxation of Non-U.S. Persons and Property

· The Peripatetic International Executive

· Foreign Corporations Held in Trusts: PFIC and CFC Rules

· Asset Protection: Onshore v. Offshore

·Reporting by U.S. Persons of Foreign Trusts and Transactions

· Offshore Private Placement Life Insurance

· Developments in Planning for Latin Americans

· Canada-U.S. Planning Issues

· Expatriation: Where Do We Stand?

· Planning for Israeli Residents and Non-Residents

· The Role of the Protector

· The Supreme Court Pasquantino Case

·Due Diligence and Money Laudering: The U.K. Experience

· U.S. Trusts for Non-U.S Persons

· Accumulated Income: What Is It? How Do You Get Rid of It?

· International Charitable Giving

· Multinational Prenuptial Agreements, Separation Agreements and Divorce

Program Speakers

G. Warren Whitaker, Esq. (Chair)

Day, Berry and Howard LLP

—New York City

Alexander A. Bove, Jr., Esq.

Bove & Langa, P.C.

—Boston, MA

Jack Brister

ERE LLP

—New York City

Virginia F. Coleman, Esq.

Ropes & Gray LLP

—Boston, MA

Karl J. Feitelberg

The Sterling Resources Insurance Agency, Inc.

—Hingham, MA

Sanford H. Goldberg, Esq.

Roberts & Holland LLP

—New York City

Ellen Harrison, Esq.

Pillsbury Winthrop Shaw Pittman LL

—McLean, VA

Alon Kaplan, Esq.

Alon Kaplan Law Firm

—Tel Aviv, Israel

M. Read Moore, Esq.

McDermott, Will & Emery

—Chicago, IL

Edward C. Northwood, Esq.

Hodgson Russ LLP

—Buffalo, New York

Duncan E. Osborne, Esq.

Osborne & Helman LLP

—Austin, TX

John G. Rhodes

MacFarlanes, London

—England

Joshua S. Rubenstein, Esq.

Katten Muchin Rosenman LLP

—New York City

Ivan Sacks, Esq.

Withers Bergman LLP/Withers LLP

—New York City

Dina Kapur Sanna, Esq.

Day Berry & Howard LLP

—New York City

Arthur Winter, Esq.

Winter Associates, Inc.

—Evanston, IL

Total MCLE Credits...... 13.0

Ethics MCLE Credits..... 0.0

* Each additional person who uses the tapes for MCLE credit must purchase a copy of the “MCLE coursebook.”

Product Type	Member Price	Non Member Price
International Estate Planning Institute II (2006) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 16574	$60.00	$75.00
+ International Estate Planning Institute II (2006) (MCLE credit only if you have access to the course's audio/video/CD recording. You cannot receive MCLE credit from a coursebook alone.) (CLE CourseBooks) 16574M	$115.00	$190.00
* International Estate Planning Institute II (2006) (MCLE Audio on CD) D6574	$370.00	$430.00
International Estate Planning Institute II (2006) [Audio] (On-Line Programs) 80657	$300.00	$400.00