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Event Details

12th Annual International Estate Planning Institute NYC

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Start Date:
Thursday, March 10, 2016
End Date:
Friday, March 11, 2016
Time:
9:00 AM - 5:30 PM Eastern Standard Time
 
 
The New York State Bar Association and
The Society of Trusts and Estate Practitioners USA (STEP) present:
 
12th Annual International Estate Planning Institute
 
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Join the conversation! Live tweet with us using #IEPInstitute 

Thursday & Friday, March 10-11, 2016
 
Crowne Plaza Times Square Hotel, New York City
 
In-Person Registration for the Institute is Sold Out!  
Due to popular demand, a Simultaneous Live Webcast option has been added allowing you to view the proceedings from your business or home computer.

Register for the webcast to view the Institute proceedings on the program dates in real-time.  You have the ability to submit questions to the faculty during the program using the Q&A button located on the webcast portal.  Not able to watch in real-time?  You have the option of watching the Institute archive recording according to your own schedule after the program date while earning your MCLE credits.  Register now to access this important program!
 
15 MCLE Credits: 15.0 Professional Practice
This course also provides 15 CPE credits for NY and NJ CPAs
 
Program Pricing:
NYSBA & STEP Members: $950
Non-Members: $1150
Note: CLE seminar coupons and complimentary passes CANNOT be used for this program.
 
Program Description
The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA) are pleased to present the 12th Annual International Estate Planning Institute. Chaired by G. Warren Whitaker, this Institute is a much anticipated annual event at which trust and estate practitioners, bankers and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border 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 attendees opportunities for networking and enjoying the company of your peers.
 
Who Should Attend: Trust and Estate Attorneys > Tax Attorneys > Bank Attorneys > Trust Officers > Financial Planners > Accountants > Investment Advisors > Bankers > Estate Planners.
 
Note: This advanced-level course has been approved for MCLE credit in New York for all attorneys, EXCEPT those who are newly admitted (less than 24 months).
 
Co-Sponsors:
New York State Bar Association
            Trusts and Estate Law Section
            International Section
Committee on Continuing Legal Education
Society of Trust & Estate Practitioners (STEP)
 
Institute Chair:
G. Warren Whitaker, Partner, Day Pitney LLP, New York, NY
 
Vice Chairs:
Stanley A. Barg, Partner, Kozusko Harris Duncan LLP, New York, NY
Gideon Rothschild, Partner, Moses & Singer LLP, New York, NY
Ellen Kratzer, Managing Director, Fiduciary Trust Company International, New York, NY
Leigh-Alexandra Basha, Partner, McDermott Will & Emery LLP, Washington, DC
 
Keynote Luncheon Speaker:
Wendy BattlesonPrincipal, Art Strategy Partners, New York, NY
 
We gratefully acknowledge the support of the following Sponsors participating in this Institute. Please plan to visit their exhibits at the meeting.
 
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DAY ONE: Thursday, March 10, 2016

7:45 a.m. – 8:35 a.m. 
Registration/Continental Breakfast/Exhibit Hall Open
 
8:35 a.m. – 8:45 a.m. 
Welcome and Introduction of Vice Chairs
G. Warren Whitaker, Institute Chair, Partner, Day Pitney LLP, New York, NY

8:45 a.m. – 9:35 a.m. 
Identifying and Solving Problems in the Taxation of NRAs  
Leigh-Alexandra Basha
, Institute Vice Chair, Partner, McDermott Will & Emery LLP, Washington, DC
Shelly Meerovitch
, Director, Wealth Planning and Analysis, 
Bernstein Global Wealth Management, New York, NY
 
9:35 a.m. – 10:25 a.m.           
U.S. and Foreign Reporting to the IRS: FBAR, FATCA, Forms 8938, 3520, Etc. 
Christopher J. Byrne, Principal, Christopher J. Byrne, PLLC, New York, NY
Paul Hocking
, Chairman, Frank Hirth plc, London, UK
Iain Younger, Director, Frank Hirth plc, London, UK
 
10:25 a.m. – 10:55 a.m.         
Refreshment Break/Exhibit Hall

10:55 a.m. – 12:35 p.m.         
Foreign Trusts:  Everything You Wanted to Know 
Donald D. Kozusko
, Partner, Kozusko Harris Duncan, Washington, DC
Stanley A. Barg
, Institute Vice Chair, Partner, Kozusko Harris Duncan LLP, New York, NY
 
12:35 p.m. – 2:00 p.m.           
Luncheon: International Art Collecting
Keynote Speaker: Wendy BattlesonPrincipal, Art Strategy Partners, New York, NY
 
2:00 p.m. – 2:50 p.m. 
Pre-immigration Planning for a Move to the U.S. 
Summer Ayers LePree
, Partner, Bilzin Sumberg LLP, Miami, FL
Moderator: Leigh-Alexandra Basha
 
2:50 p.m. – 3:40 p.m. 
Issues in US/UK Estate and Tax Planning   
Emma White, Solicitor
, Forsters LLP, London, UK 
G. Warren Whitaker
, Institute Chair, Partner, Day Pitney LLP, New York, NY
 
3:40 p.m. – 4:10 p.m. 
Refreshment Break/Exhibit Hall
 
4:10 p.m. – 5:00 p.m. 
Current Developments in Planning for Latin American Clients   
Sandra Viana, Partner
, US Wealth Planning Assignment and Development Co-Partner,Withersworldwide, New York, NY       
 
5:00 p.m. – 5:50 p.m. 
Proposed Regulations on Gifts by Expatriates and Other New Developments
Stanley A. Barg, Institute vice Chair, Partner, Kozusko Harris Duncan LLP, New York, NY
Gideon Rothschild
, Institute Vice Chair, Partner, Moses & Singer LLP, New York, NY
 
5:50 p.m.        
Adjournment Day One
 
5:50 p.m.                    
Cocktail Reception
 
DAY TWO: Friday, March 11, 2016
 
8:00 a.m. – 8:45 a.m. 
Registration/Continental Breakfast/Exhibit Hall Open
 
8:45 a.m. – 9:35 a.m. 
Planning for the Noncitizen Spouse: Tips and Traps
Zena M. Tamler
, Partner, Sullivan & Cromwell LLP, New York, NY
Moderator: G. Warren Whitaker
 
9:35 a.m. – 10:25 a.m.           
Structuring for Cross-Border Investing Into and Out of the U.S. 
Stephen Ziobrowski
, Partner, Day Pitney LLP, Boston MA
Gavin F. Leckie
, Managing Director, JPMorgan Private Bank, New York, NY
 
10:25 a.m. – 10:55 a.m.         
Refreshment Break/Exhibit Hall
 
10:55 a.m. – 11:50 a.m. 
Foundations and Stiftungen: Structure and U.S. Tax Treatment  
Professor Dominique Jakob
, University of Zurich, Partner, Jakob Studen Partner, Zurich, Switzerland
U.S. Perspective: Michael W. Galligan, Partner, Phillips Nizer LLP, New York, NY          
 
11:50 a.m. – 12:40 p.m.         
Cross-Border Issues in Prenuptial Agreements and Enforcement of Divorce Judgments         
Peter E. Bronstein
, Partner, Bronstein Van Veen, LLC, New York, NY
 
12:40 p.m. – 2:00 p.m.           
Lunch (On Your Own)
 
2:00 p.m. – 3:00 p.m. 
Brussels IV and European Union Succession Issues  
Richard Frimston
, Partner, Russell-Cooke Solicitors, London, UK
U.S. PerspectiveMichael W. Galligan, Partner, Phillips Nizer LLP, New York, NY
 
3:00 p.m. – 3:30 p.m. 
Afternoon Refreshment Break
 
3:30 p.m. – 4:20 p.m. 
Recent Developments in Offshore Trust Litigation  
Brian Simms QC
, Senior Partner, Lennox Paton, Nassau, Bahamas
 
4:20 p.m. – 5:10 p.m.
Jurisdiction Update: Review of Regional Developments
UK: Emma White, Solicitor, Forsters LLP, London, UK
France: Jean-Philippe Mabru, Managing Partner, Artales Avocats, Paris, France
Israel: Meir Linzen, Senior Partner and Managing Director, Herzog Fox & Neeman, Tel Aviv, Israel
 
5:10 p.m.        
Adjournment Day Two   
 
Cancellations:Your full registration fee will be refunded if you give us notice no later than close of business (4:45 p.m.) on Wednesday, March 2, 2016. To cancel, you must call the Member Resource Center (800) 582-2452. Cancellation notifications received after close of business Wednesday, March 2, 2016 will be assessed a $75 cancellation fee. In the alternative, you may wish to transfer your registration to a colleague at no charge. If you do not cancel and do not attend the program, a copy of the print course materials will be mailed to you in consideration of the registration fee. Non-registrants may purchase program materials after the final program date.
 
Group Discounts:Subject to availability and exclusions, group discounts are available to law firms and organizations sending 3 or more employees to any one NYSBA CLE program. Please contact Holly Murray at (518) 487-5586 for more information.

 

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 Member Resource Center at 1-800-582-2452


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