Home

International Estate Planning Institute I (2005)

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

· Non-U.S. citizens who reside in the United States;

· U.S. citizens who are investing or residing outside the United States;

· Nonresident aliens who own U.S. assets or who are moving to the United States;

· U.S. persons who want to establish offshore trusts;

· Multinational families with members residing in the U.S. and in other countries;

· Persons who are considering giving up U.S. citizenship or residence; and

· Money-laundering and Patriot Act issues for international clients.

This program is designed for estates attorneys, trust officers, accountants, insurance agents and financial planners.   There are some basic presentations for those who are familiar with domestic estate planning but want to be more knowledgeable regarding the occasional international fact pattern they encounter.  The program also includes more sophisticated 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

· Estate and Income Taxation of Non-U.S. Persons and Entities

· Qualified Domestic Trusts and Planning for the Non-Citizen Spouse

· Offshore Trusts Created by U.S. Persons

· U.S. Taxation of Foreign Grantor and Non-Grantor Trusts

· Money Laundering Regulations

·Canadian Estate Planning

· Multinational Inheritance

· Estate Tax Treaties

· U.S.—U.K. Estate Planning Considerations

· U.S. Income Tax Reporting of Foreign Source Income and Trusts

· Foreign Ownership of U.S. Real Property

· Expatriation

Program Speakers

G. Warren Whitaker, Esq. (Chair)
Day, Berry & Howard LLP
--New York City

Michael Cadesky, Esq.
Cadesky & Associates
--Toronto - Ontario, Canada

Steven L. Cantor, Esq.
Cantor & Webb P.A.
--Miami, FL

Arthur Cohen, CPA
Cohen & Schaeffer, CPA, PC
--New York City

Joseph E. Field, Esq.
Withers Bergman
--New York City

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

Carlyn S. McCaffrey, Esq.
Weil Gotshal & Manges LLP
--New York City

Marnin J. Michaels, Esq.
Baker and McKenzie
--Zurich, Switzerland

Andrew Penney, Esq.
Speechly Bircham
--London , England

Michael G. Pfeifer, Esq.
Caplin & Drysdale Chartered
--Washington, DC

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

Bruce Zagaris, Esq.
Berliner, Corcoran & Rowe, LLP
--Washington, DC

Total MCLE Credits                        11.5

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 I (2005) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 15884	$40.00	$60.00
+ International Estate Planning Institute I (2005) (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) 15884M	$115.00	$190.00
* International Estate Planning Institute I (2005) (MCLE Audio on CD) D5884	$425.00	$490.00