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International Estate Planning Institute VII (2011)

Recorded from spring 2011, prominent lawyers and financial experts from around the world discuss cross-border planning with a U.S. component.

Program Contents

• New Developments in International Estate Planning

• FATCA and Latest Reporting Developments in U.S.-Offshore Transactions  

• International Trust and Asset Protection Litigation

• U.S. Taxation of NRAs

• U.S. Taxation of Foreign Trusts

• U.S. Reporting and Compliance

• Marital Deduction for Non-Citizen Spouses

• Private Trust Companies

• U.S. – South Africa

• U.S. – Brazil

• U.S. – Canada

• Private Placement Life Insurance

• Ethics in Offshore Planning

• Issues in International Trust Taxation

• U.S. – European Death Tax Treaties

• Protectors: Issues and Opportunities

• Investing in U.S. Real Property by NRAs


Conference Chair

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


Conference Vice Chairs

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

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


Program Speakers

Leigh-Alexandra Basha, Esq.
Holland & Knight, LLP
—Mclean, VA

Mary Ann Bueschkens, Esq.
Heenan Blaikie LLP
—Toronto, Ontario, Canada

John Duncan, Esq.
Duncan Associates LLC
—Chicago, IL

Glenn G. Fox, Esq.
Alston & Bird LLP
—New York City

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

Richard J. Hay, Esq.
Stikeman Elliott
—London England

Paul Hocking
Frank Hirth
—London, England

Michael G. Pfeifer, Esq.
Caplin & Drysdale
—Washington, DC

Peter Rosenberg , Esq.
Peter Rosenberg & Associates, LLC
—Philadelphia, PA

Daniel S. Rubin, Esq.
Moses & Singer LLP
—New York City

Humberto Sanches
Ulhôa Canto, Rezende e Guerra Advogados
—Brazil

Jonathan Speck
Mourant Ozannes
—St. Helier, NJ

John A. Terrill, II, Esq.
Heckscher, Teillon, Terrill & Sager P.C.
—West Conshohocken, PA


Total MCLE Credits      17.0
Ethics MCLE Credits     1.0


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. 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. 

The product type beginning with the number '8' is an audio-only online program that you may listen to through your computer OR download to a portable media player. You will hear the program codes for the MCLE Form announced by audio during the substantive presentations.

Product Type	Member Price	Non Member Price
7th Annual International Estate Planning Institute (2011) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 1B174	$50.00	$75.00
+ International Estate Planning Institute VII (2011) (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) 1B174M	$150.00	$250.00
* International Estate Planning Institute VII (2011) (MCLE Audio on CD) DB174	$525.00	$600.00
* International Estate Planning Institute VII (2011) (CLE on DVD) FB174	$575.00	$650.00
7th Annual International Estate Planning Institute (2011) [Video] (On-Line Programs) VB174	$450.00	$535.00
International Estate Planning Institute VII (2011) [Audio] (On-Line Programs) 80B17	$450.00	$535.00