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Event Details

Tenth Annual International Estate Planning Institute NYC

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Start Date:
Thursday, March 13, 2014
End Date:
Friday, March 14, 2014

Live Conference SOLD OUT!

Due to technical difficulties, the webcast option has been cancelled


Co-Sponsors
New York State Bar Association
Trusts and Estates Section
International Section
Committee on Continuing Legal Education
Society of Trust and Estate Practitioners (STEP USA)

Conference Chair
G. Warren Whitaker, Partner, Day Pitney LLP

Vice Chairs
Stanley A. Barg, Partner, Kozusko Harris Duncan
John E. Oden, Principal, AllianceBernstein LP
Gideon Rothschild, Partner, Moses & Singer LLP 

Corporate Sponsors:
Kaiser Partner Financial Advisors Ltd.
Fiduciary Trust International
Trusts & Estates
Commonwealth Trust Company
Christiana Trust
National Philanthropic Trust
Northern Trust
South Dakota Trust Company LLC
Amicorp Services Ltd.
FMV Opinions

15 MCLE Credits: 14 Professional Practice; 1 Ethics
This Program is Accredited for Experienced Attorneys Only

**This course includes 14.0 hours of credit for the continuing profesional education requirements of New York and New Jersey CPAs.**

Program Description:
The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP) are please do present the 10th Annual International Estate Planning Institute. Chaired by G. Warren Whitaker, this Institute is a much anticipated annual event at which trust and estates practitioners, bankers and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border estate and tax planning with a U.S. component.

There will be plenty of networking time, permitting you to pose questions to the faculty, compare notes with fellow practitioners in the legal, banking and accounting fields and visit with sponsors. A luncheon on the first day of the Institute and an evening cocktail reception will afford opportunities for networking and enjoying the company of your peers.

Who Should Attend:  Accountants>Trust and Estate Attorneys > Tax Attorneys > Bank Attorneys > Trust Officers > Financial Planners > Investment Advisors > Bankers > Estate Planners. 

 

 AGENDA:

DAY ONE
 

8:00 a.m.Registration (Continental Breakfast)
8:45 a.m.Welcome and Introduction
G. Warren Whitaker, Program Chair
8:50 a.m.Wealth Transfer Taxation of Non-Resident Aliens: U.S. Taxation and Current Trends
Suzanne Shier, Senior Vice President, Director of Wealth Planning and Tax Strategy for Personal Financial Services,Northern Trust (Chicago, IL)
Moderator: Gideon Rothschild
9:40 a.mThe Marital Deduction for the Non-Citizen Spouse
Leigh Basha
, Partner, Holland & Knight LLP (Tysons Corner, VA)
Moderator: Gideon Rothschild
10:30 a.m.Morning Refreshment Break
11:00 a.m.Taxation of Foreign Trusts with U.S. Beneficiaries
Stanley A. Barg, Partner, Kozusko Harris Duncan (New York, NY)
Moderator: Gideon Rothschild
11:50 a.m.CFCs and PFICs in Trusts
Christopher Byrne
, Principal, Christopher J. Byrne PLLC (New York, NY)
Moderator: Stanley A. Barg
12:40 p.m.Luncheon
Trust Codes of China and Japan
Keynote Speakers:
David M. English, William Franklin Fratcher Professor of Law, University of Missouri School of Law (Columbia, MO)
Professor Lingyun “Linda” Gao, Associate Professor of Law, Fudan University School of Law (Shanghai, China)
2:10 p.m.International Charitable Giving
Alex M. Popovich
, Executive Director, Wealth Advisor, J.P. Morgan (New York, NY)
Megan R. Worrell TEP, Partner, Duane Morris LLP (New York, NY)
Moderator: Stanley A. Barg
3:00 p.m.Directed Trusts, Trust Protectors, Private Trust Companies and Other Bells and Whistles: Onshore v. Offshore
Alec R. Anderson, Director, Conyers Dill & Pearman Limited (Hamilton, Bermuda)
Michael M. Gordon, Director, Gordon, Fournaris & Mammarella, P.A. (Wilmington,
 DE)
Moderator: G. Warren Whitaker
3:50 p.m.Afternoon Refreshment Break
4:20 p.m.Planning for the Asian Client: Legal and Cultural Considerations
Joseph Field, Of Counsel, Withersworldwide (New York, NY)
Nicholas Jacob, Partner, Lawrence Graham LLP (London, UK) 
Professor Lingyun “Linda” Gao, Associate Professor of Law, Fudan University School of Law (Shanghai, China)
Moderator: John E. Oden
5:30 p.m.Adjournment
5:30 p.m.Networking Cocktail Reception
7:30 p.m.Speakers’ Dinner

DAY TWO:
8:00 a.m.Registration (Continental Breakfast)
8:45 a.m.Pre-Immigration Tax Planning
Andrew S. Auchincloss, Partner, Sidley Austin LLP (New York, NY)
Moderator: John E. Oden
9:35 a.m.Expatriation Tax and Planning
Jim R. Brockway
, Partner and Joint Wealth Planning Practice Group Leader, Withersworldwide (New Haven, CT)
Moderator: G. Warren Whitaker
10:25 a.m.Morning Refreshment Break
10:55 a.m.Marriage in Canada: The Marital Deduction and Property Division on Divorce and on Death
Margaret R. O’Sullivan, Principal, O’Sullivan Estate Lawyers, P.C. (Toronto, Canada)
Moderator: G. Warren Whitaker
11:45 a.m.Offshore Investing for Latin Americans
 
Brazil:Leonardo Braun, TEP, Managing Partner, Intercorp Group
(Rio de Janeiro, Brazil)
Argentina:Walter Keiniger, Partner, Marval O’Farrell & Mairal
(Buenos Aires, Argentina)
Mexico:Enrique Hernandez-Pulido, Partner, Procopio, Cory, Hargreaves &
Savitch LLP (San Diego, CA)
Moderator:John E. Oden
12:35 p.m.Lunch on your own
2:00 p.m.Changes in Israeli Taxation of Trusts and Other Recent Developments
Stanley A. Barg, TEP
, Kozusko Harris Duncan (New York, NY)
Lyat Eyal, LL. B. (Oxford Brookes), TEP, Alon Kaplan International Law Firm
Gideon Rothschild, TEP, Moses & Singer LLP (New York, NY)
 
2:50 p.m.Ethical Considerations: FATCA, IGAs, TIAs and Exchange of Information: The Changing Face of the International Private Clients Practice
Panel
G. Warren Whitaker, Partner, Day Pitney LLP (New York, NY)
Scott A. Bowman, Associate, Proskauer (Boca Raton, FL)
Roderick Balfour, Director, Virtus Trust Corporation Limited (London, UK)
Benedikt Kaiser, Partner, Head of Family Office and US Customers, Kaiser Partner Financial Advisors Ltd. (Zurich, Switzerland)
3:40 p.m.Afternoon Refreshment Break
4:10 p.m.Same Sex Marriage/Partnership in Various Jurisdictions U.S., Brazil, Argentina, Mexico, Canada, UK, China and Asia

Panel Members:
Leonardo Braun, TEP, Managing Partner, Intercorp Group (Rio de Janeiro, Brazil)
Patrick Harney, TEP, Forsters LLP (London, UK)
Nicholas Jacob, Partner, Lawrence Graham LLP (London, UK)
George Karabingian, Senior Counsel, Proskauer (Boca Raton, FL)
Enrique Hernandez-Pulido, Partner, Procopio, Cory, Hargreaves & Savitch LLP (San Diego, CA)
Walter Keiniger, Partner, Marval O’Farrell & Mairal (Buenos Aires, Argentina)
Margaret R. O’Sullivan, Principal, O’Sullivan Estate Lawyers, P.C. (Toronto, Canada)
Moderator: Gideon Rothschild
5:30 p.m.Adjournment

 

 

This course has been approved for all attorneys, other than those who are newly admitted (less than twenty-four months).
Address:
Crowne Plaza Times Square
1605 Broadway and 49th
New York, NY 10019
Online Registration has closed, to register please contact the State Bar Service Center at 1-800-582-2452


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