International Estate Planning Institute VI - 2010 Video Webcast

11.5 Total MCLE Credits
(11.5 credits in areas of professional practice and/or law practice management)

The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP) are pleased to present the Sixth Annual International Estate Planning Institute.  Chaired by Warren Whitaker, this Institute has become a much anticipated annual event at which 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.


Agenda

New Developments in International Estate Planning
G. Warren Whitaker, Esq.

Purpose Trusts
Alexander A. Bove, Jr., Esq.

Switzerland:  Bank Secrecy, Meet Voluntary Disclosure
Xavier Oberson and Robert Fink, Esq.

Current International Tax Topics
Robert Colvin, TEP; M. Read Moore and Dina Kapur Sanna, Esq.
 
Offshore Planning for Latin American Clients:  Brazil, Argentina, Columbia & Mexico
Andrew Penney and M.E. Freeman, Esq.


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Day 2

Planning for Indian Clients and Indian-U.S. Families
Sanjvee Shah and Dina Kapur Sanna, Esq.

U.S.-Australia Planning
Christopher Bevan and M. Read Moore, Esq.

Estate Planning and Use of Trusts for Russian Clients
Olga Boltenko and Steven Sokic

U.S.-Israel Planning
Meir Linzen and Alan S. Halperin, Esq.


Program Faculty

Conference Chair
G. Warren Whitaker, Esq., Day Pitney LLP, New York, New York

Conference Vice Chairs
Gideon R. Rothschild, Esq.,   Moses & Singer LLP, New York, New York
Stanley A. Barg, Esq., Duane Morris LLP, Philadelphia, Pennsylvania

Speakers (in alphabetical order)

Christopher Bevan, Wentworth Chamber 180, Sydney, Australia * Olga Boltenko, Hogan & Hartson, London, United Kingdom * Alexander A. Bove, Jr., Esq., Bove & Langa, P.C., Boston, Massachusetts * Robert D. Colvin, TEP, Robert D. Colvin & Associates, Houston, Texas * Robert Fink, Esq., Kostelanetz & Fink, New York, New York * Alan S. Halperin, Esq., Paul, Weiss, Rifkind Wharton & Garrison LLP, New York, New York * M.E. Freeman, Esq., Ragan & Freeman LLP, New York, New York * Meir Linzen, Herzog, Fox, & Neeman Law Office, Tel-Aviv, Israel * M. Read Moore, Esq., McDermottt, Will & Emery, Chicago, Illinois * Xavier Oberson, Oberson Avocats, Geneva, Switzerland * Andrew Penney, Rothschild Trust Corporation, Ltd., London, United Kingdom * Dina Kapur Sanna, Esq., Day Pitney LLP, New York, New York * Sanjvee Shah, Speechly Bircham LLP, London, United Kingdom * Steven Sokic, Royal Bank of Canada Trustees Limited, St. Helier, Jersey, Channel Islands.

Program Sponsors

New York State Bar Association
Trusts and Estates Law Section
International Section
Committee on Continuing Legal Education
Society of Trust & Estate Practitioners (STEP)

2010 NYSBA CLE Webcast Archive

This program was recorded on Thursday, March 18, 2010 and Friday, March 19, 2010.

This archived webcast is a video online program that you will view and listen to on your computer screen. The program code for each topic that you write on the included MCLE Form only appears on the screen and is not announced by audio.