Contact: Mark Mahoney
Associate Director, Media Services & Public Affairs firstname.lastname@example.org
March 19, 2012
INTERNATIONAL INSTITUTE ON ESTATES AND TRUST PLANNING
TO BE HELD IN NEW YORK CITY MARCH 22-23
Trust-and-estates attorneys and bankers from around the world will
gather in New York City on March 22 and 23 to share ideas and discuss
recent developments in the burgeoning field of cross-border planning of
trusts and estates.
The 8th Annual International Estate Planning Institute will feature
more than a dozen presentations by experts on international estate and
income taxation, taxation of foreign trusts, international tax planning,
cross-border marital and forced heirship, taxation of non-U.S.
beneficiaries of U.S. trusts, off-shore voluntary compliance, and other
aspects of estate and trust planning.
The Institute, co-sponsored by the New York State Bar Association and
the London-based Society of Trust & Estates Practitioners (STEP),
will be held at the New York Marriott Marquis, 1535 Broadway, Manhattan.
The program will be available worldwide via live interactive
“I think the Institute will be of great interest to most
attorneys in the trusts and estates field. Even if only 10 percent of a
firm’s work has international connections, it is a lot, and they
have to know the law,” said conference chairman G. Warren Whitaker
of New York City (Day, Pitney). “We are attracting speakers and
attendees from all over the world. So this really is an international
The keynote speaker will be Geoffrey Shindler, O.B.E. of the United
Kingdom, a co-founder of STEP and an internationally recognized leader
in the field of wills, trusts, capital taxation and estate law.
Attorneys attending the Institute (who have been practicing more than
24 months) are eligible for 14 mandatory continuing legal education
(MCLE) credits in professional practice. A schedule of events and
registration information is available at: www.nysba.org/8thAnnualEstatePlanning.
The Society of Trust and Estate Practitioners, with 17,000 members,
is a leading international professional body for practitioners in the
fields of trusts, estates and related issues.
The 77,000-member New York State Bar Association is the largest
voluntary state bar association in the nation. It was founded in
NEW YORK STATE BAR ASSOCIATION, ONE ELK STREET, ALBANY, NY 12207 PH: (518) 463-3200 SECURE FX: (518) 463-5993