Ninth Annual International Estate Planning Institute

- Location -
Crowne Plaza Times Square Hotel
1605 Broadway At 49th Street
New York, NY 10019
(212) 977-4000

 Co-Sponsors:

 The New York State Bar Association (NYSBA) and
The Society of Trust and Estate Practitioners USA (STEP)

Conference Chair:
G. Warren Whitaker, Partner, Day Pitney LLP (New York, NY)

Vice Chairs:  
Stanley A. Barg, Partner, Kozusko Harris Duncan  (New York, NY)
Gideon Rothschild, Partner, Moses & Singer LLP (New York, NY)
John E. Oden, Principal, AllianceBernstein L.P. (New York, NY)

A distinguished international panel exchange ideas and discuss developments regarding cross-border planning with a U.S. component, including:

Agenda Topics

New Tax Developments  
Stanley A. Barg, Partner, Kozusko Harris Duncan  (New York, NY)
Lawrence H. Heller, Partner, Greenberg Traurig LLP (Los Angeles, CA)

Developments in Reporting and Status of OVDI  
Kathy Davidson, Partner, Holland & Knight LLP (Los Angeles, CA)
Moderator: Gideon Rothschild

Planning with Retirement Plans: Life Insurance and Deferred Compensation for the Cross- Border Migratory Executive
Michael Melbinger, Partner, Winston & Strawn LLP (Chicago, IL)

FATCA
Ellen K. Harrison, Partner, Pillsbury Winthrop Shaw Pittman LLP (Washington, D.C.)
Moderator: G. Warren Whitaker

Planning for Chinese Nationals with Assets Outside China
John E. Oden, Principal, AllianceBernstein L.P. (New York, NY)
Yongjun Peter Ni, Partner, Zhong Lun Law Firm (Shanghai, China)

French Trust Taxation and Reporting
Jerome Assouline, Partner, Sekri Valentin Zerrouk (Paris, France)
Moderator:  G. Warren Whitaker

Canadian-U.S. Planning
Michael Cadesky, Partner, Cadesky and Associates LLP (Toronto, ON)
Moderator: Lawrence Heller

Current Tax Topics: Foreign Trusts: Dealing with UNI, Grantor v. Non-Grantor, GST
Ellen K. Harrison, Partner, Pillsbury Winthrop Shaw Pittman LLP (Washington, D.C.)
Rashad Wareh, Partner, Kozusko Harris Duncan (New York, NY)
Dina Kapur Sanna, Partner, Day Pitney LLP (New York, NY)

New Developments in Israel  
Guy Katz, Partner, Herzog Fox & Neeman (Tel Aviv, Israel)
Moderator: Stanley A. Barg

Lawyer Awareness of the FATF Issues and Ethics   
Michael J. Stegman, Partner, Kohnen & Patton LLP (Cincinnati, OH)
Moderator: Gideon Rothschild

Offshore Trust Litigation Update  
John Rimmer, Partner, Appleby (Isle of Man)

Issues in the Purchase of a Foreign Residence by U.S. Citizens
Moderator: G. Warren Whitaker 

   United Kingdom:    Nick Dunnell, Partner, Farrer & Co LLP (London, U.K.)

   Canada:                  Michael Cadesky, Partner, Cadesky and Associates LLP (Toronto, ON)

   France:                    Jerome Assouline, Partner, Sekri Valentin Zerrouk (Paris, France)

   China:                     Yongjun Peter Ni, Partner, Zhong Lun Law Firm (Shanghai, China)

   Israel:                      Guy Katz, Partner, Herzog Fox & Neeman (Tel Aviv, Israel)

Who Should Attend: Trust and Estates Attorneys > Tax Attorneys > Bank Attorneys > Trust Officers > Financial Planners > Investment Advisors > Bankers > Estate Planners

A limited number of rooms have been “blocked” at the Crowne Plaza Times Square Manhattan for those attending the 9^th Annual International Estate Planning Institute.  The discounted rate of $309.00 for a standard room on March 13-14, 2013 will be available until February 10, 2013.  Reservations for the event should be made directly with the Crowne Plaza reservations by calling 1-888-233-9527.

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Directions

(FROM WESTCHESTER/CONNECTICUT/GEORGE WASHINGTON BRIDGE: Henry Hudson Pkwy South, turn left at 48th Street and proceed 4 blocks. Hotel is on left after crossing 8th Avenue.FROM LINCOLN TUNNEL: 8th Avenue north to 48th Street, turn right. Hotel is on left 1/2 block.FROM BROOKLYN: Cross East River to FDR Drive North and proceed to E. 42nd Street exit. Turn right at 3rd Avenue and go North to 49th Street, turn left and continue 7 blocks. Hotel is on left after Broadway.FROM UPPER EAST-SIDE: FDR Drive South, exit E 49th Street. Bear right and proceed west to 49th Street. Hotel is on left after Broadway)FROM MIDTOWN TUNNEL: Exit 38th-40th Street and turn right onto 3rd Avenue. Proceed to 49th Street, turn left and go 7 blocks. Hotel is on left after Broadway.)

Note: CLE Comp Passes and Coupons cannot be used for this program.

The last day to pre-register online was March 13, 2013.

Members, please login to get member discounts.

Seminar
NYC-Registration	$1,050.00
Step Member	$1,050.00

Seminar
NYC-Registration	$1,250.00
Step Member	$1,050.00

Accommodations for Persons with Disabilities:
NYSBA welcomes participation by individuals with disabilities. NYSBA is committed to complying with all applicable laws that prohibit discrimination against individuals on the basis of disability in the full and equal enjoyment of its goods, services, programs, activities, facilities, privileges, advantages, or accommodations. To request auxiliary aids or services or if you have any questions regarding accessibility, please contact Cindy O'Brien at 800-582-2452 or cobrien@nysba.org.