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International Estate Planning Institute V (2009)

The spring 2009 Institute continues this series of presentations by world-wide experts on a wide range of international topics.

The audio CD or audio cassette recording of this program may be purchased with two coupons. The additional coursebook for use with the recordings for MCLE credit may be purchased with one coupon.

Program Contents

• Estate and Income Taxation of Non-U.S. Persons
• Expatriation
• Sub-J and Foreign Trusts
• New Developments
• Planning for the International Athlete and Entertainer: Purchasing a Residence in Various Countries and Pre-
  Immigration Planning for Various Jurisdictions
• Planning for Chinese Residents and for U.S. Persons Residing in China
• Issues for U.S. Citizens Residing in Spain
• Issues for U.S. Citizens Residing in the U.K.
• Canadian Pitfalls for U.S. Citizens
• IRS Voluntary Disclosure of Non-Compliant Offshore Accounts
• Criminal Tax Fraud and Contempt in Connection with Offshore Accounts

Program Speakers

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

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

Michael Cadesky, FCA, FTIHK, TEP
Cadesky & Associates LLP
—Toronto, Cananda

Robert Dumont, Esq.
Deloitte Tax, LLP
—New York City

Jon Grouf, Esq.
Duane Morris LLP
—New York City

Patrick Harney, Esq.
—London, United Kingdom

Marnin J. Michaels, LL.M.
Baker & McKenzie Zurich LLP
—Zurich, Switzerland

Edgar H. Paltzer, LL.M., TEP
Niederer Kraft & Frey AG, Zurich
—Switzerland

Paul A. Sczudlo, J.D.
Loeb & Loeb, LLP
—Los Angeles, California

William M. Sharp, Sr., J.D., LL.M.
Sharp & Associates, P.A.
—Tampa, Florida

Fabiola M. Suwanto, Esq.
Bryan Cave, LLP
—Shanghai, China

Stanley A. Twardy, Jr., J.D., LL.M
Day Pitney LLP
-Stamford, Connecticut

Sonia Velasco Menal, Esq.
Cuatrecasas, LLP
—New York City

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 V (2009) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 19804	$50.00	$75.00
+ International Estate Planning Institute V (2009) (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) 19804M	$100.00	$175.00
* International Estate Planning Institute V (2009) (MCLE Audio on CD) D9804	$230.00	$320.00
International Estate Planning Institute V (2009) [Audio] (On-Line Programs) 80980	$225.00	$315.00