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International Estate Planning Institute VIII (2012)
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.
Program Contents
• Estate and Income Taxation of Non-Resident
Aliens, with New Developments
• Taxation of Foreign Trusts, with New
Developments
• PFICs/CFCs in Foreign Trusts
• Practical Issues with QDTs, and the Marital
Deduction for the Non-US Citizen Spouse
• Expatriation: Tax and Immigration
Issues
• Dodd-Frank and the International
Trustee
• Forced Heirship Laws for Residents and
Nonresidents, and Their Recognition by Other Jurisdictions: U.K.,
France, Germany, U.S.
• Taxation of US Trusts with Non-US
Beneficiaries
• Taxation of French Beneficiaries of US (and
Other) Trusts, and the New French Laws on Trust Taxation
• Taxation of German Beneficiaries of US
Trusts
• Issues in International Tax
Planning
• Recent Developments in FATCA, FBAR and Offshore
Voluntary Compliance Initiatives, Including Compliance Issues for
Americans Resident in Canada
Conference Chair
G. Warren Whitaker, Esq.
Day Pitney LLP
—New York City
Conference Vice Chairs
Stanley A. Barg, Esq.
Duane Morris LLP
—Philadelphia, PA
Gideon R. Rothschild, Esq.
Moses & Singer
LLP
—New York City
Program Speakers
Stanley A. Barg, Esq.
Duane Morris LLP
—Philadelphia, PA
Roy A. Berg, JD
LLM Moody’s LLP
—Calgary, Alberta, Canada
Christopher Byrne, CPA, Esq.
Christopher J. Byrne PLLC
—New York City
Michael W. Galligan, Esq.
Phillips Nizer, LLP
—New York City
Nancy N. Keller-Go, Esq.
Day Pitney
—Boston, MA
M. Read Moore, Esq.
McDermott Will & Emery LLP
—Chicago, IL
Christopher Reimer, Esq.
Long Reimer Winegar LLP
—Jackson Hole, WY
Gideon Rothschild, Esq.
Moses & Singer, LLP
—New York City
Michael A. Spielman
Senior Manager
Personal Financial Services
Ernst & Young
—Washington, D.C.
Mark Summers
Speechly, Bircham AG
—Zurich, Switzerland
Jean-Marc Tirard
Tirard Naudi, Societe D’Avocats
—Paris, France
Stephen Trow
CEO, Trow & Rahal P.C.
—Washington, D.C.
Christian von Oertzen
Flick Gocke Schaumburg
—Frankfurt Germany
G. Warren Whitaker, Esq.
Day Pitney LLP
—New York City
Total MCLE Credits
13.5
Ethics MCLE Credits 0.0
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 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.
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| Product Type |
Member Price |
Non Member Price |
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8th Annual International Estate Planning Institute (2012) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 1C42
| $60.00 |
$75.00 |
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+ International Estate Planning Institute VIII (2012) (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) 1C42M
| $115.00 |
$190.00 |
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* International Estate Planning Institute VIII (2012) (MCLE Audio on CD) DC424
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$370.00 |
$430.00 |
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* International Estate Planning Institute VIII (2012) (CLE on DVD) FC424
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$425.00 |
$485.00 |
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International Estate Planning Institute VIII (2012) [Video] (On-Line Programs) VC424
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$325.00 |
$425.00 |
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8th Annual International Estate Planning Institute (2012) [Audio] (On-Line Programs) 80C42
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$325.00 |
$425.00 |
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+ Each additional person who uses the recorded media for MCLE credit must purchase a copy of this "MCLE coursebook"
* This recording already includes one copy of the MCLE course materials. Course materials provided electronically for all CLE Online Programs, and for CD/DVD Programs from 2010 and later. CD/DVD Programs prior to 2010 include a printed copy of the course materials.
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