International Estate Planning Institute VIII (2012)

Trust and estate practitioners and bankers from around the world gather to hear leaders in their field exchange ideas and discuss developments regarding cross-border planning with a U.S. component.

Program Contents

•  Estate and Income Taxation of Non-Resident Aliens, with New Developments

•  Taxation of Foreign Trusts, with New Developments

•  PFICs/CFCs in Foreign Trusts

•  Practical Issues with QDTs, and the Marital Deduction for the Non-US Citizen Spouse

•  Expatriation: Tax and Immigration Issues

•  Dodd-Frank and the International Trustee

•  Forced Heirship Laws for Residents and Nonresidents, and Their Recognition by Other Jurisdictions: U.K., France, Germany, U.S.

•  Taxation of US Trusts with Non-US Beneficiaries

•  Taxation of French Beneficiaries of US (and Other) Trusts, and the New French Laws on Trust Taxation

•  Taxation of German Beneficiaries of US Trusts

•  Issues in International Tax Planning

•  Recent Developments in FATCA, FBAR and Offshore Voluntary Compliance Initiatives, Including Compliance Issues for Americans Resident in Canada

Conference Chair

G. Warren Whitaker, Esq.
Day Pitney LLP
—New York City

Conference Vice Chairs

Stanley A. Barg, Esq.
Duane Morris LLP
—Philadelphia, PA

Gideon R. Rothschild, Esq.
Moses & Singer LLP
—New York City

Program Speakers

Stanley A. Barg, Esq.
Duane Morris LLP
—Philadelphia, PA

Roy A. Berg, JD
LLM Moody’s LLP
—Calgary, Alberta, Canada

Christopher Byrne, CPA, Esq.
Christopher J. Byrne PLLC
—New York City

Michael W. Galligan, Esq.
Phillips Nizer, LLP
—New York City

Nancy N. Keller-Go, Esq.
Day Pitney
—Boston, MA

M. Read Moore, Esq.
McDermott Will & Emery LLP
—Chicago, IL

Christopher Reimer, Esq.
 Long Reimer Winegar LLP
—Jackson Hole, WY

Gideon Rothschild, Esq.
Moses & Singer, LLP
—New York City

Michael A. Spielman
Senior Manager
Personal Financial Services
Ernst & Young
—Washington, D.C.

Mark Summers
Speechly, Bircham AG
—Zurich, Switzerland

Jean-Marc Tirard
Tirard Naudi, Societe D’Avocats
—Paris, France

Stephen Trow
CEO, Trow & Rahal P.C.
—Washington, D.C.

Christian von Oertzen
Flick Gocke Schaumburg
—Frankfurt Germany

G. Warren Whitaker, Esq. 
Day Pitney LLP
—New York City

Total MCLE Credits      13.5
Ethics MCLE Credits      0.0

The product type below that starts with the letter 'V' is a video online program that you will view and listen to on your computer screen.

Product Type	Member Price	Non Member Price
8th Annual International Estate Planning Institute (2012) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 1C42	$60.00	$75.00
+ International Estate Planning Institute VIII (2012) (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) 1C42M	$115.00	$190.00
* International Estate Planning Institute VIII (2012) (MCLE Audio on CD) DC424	$370.00	$430.00
* International Estate Planning Institute VIII (2012) (CLE on DVD) FC424	$425.00	$485.00
International Estate Planning Institute VIII (2012) [Video] (On-Line Programs) VC424	$325.00	$425.00
8th Annual International Estate Planning Institute (2012) [Audio] (On-Line Programs) 80C42	$325.00	$425.00