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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
This archived webcast 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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