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Event Details

14th Annual International Estate Planning Institute

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Start Date:
Thursday, March 22, 2018
End Date:
Friday, March 23, 2018
Press Register button below for pricing.

 

NYSBA & STEP Members: $995 | International Section/Trusts & Estates Law Section Members: $845


14th Annual International Estate Planning Institute
The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA) are pleased to present the 14th 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.


Sponsored by , the International Section, the Trusts & Estates Law Section and the Committee on Continuing Legal Education of the New York State Bar Association.

Thursday, March 22 - Friday, March 23, 2018
*Day 1: 8:30 a.m. – 5:30 p.m. 
Day 2: 8:30 a.m. - 1:00 p.m.
Live CLE Program & Webcast

*There will be a luncheon on Day 1 of the Institute. Please be sure to select Kosher/Non-Kosher when you register if you plan to attend the lunch. If you have food allergies or require a vegetarian meal contact sbratten@nysba.org to make arrangements for a different meal option.

*Crowne Plaza Times Square
1605 Broadway and 49th Street
New York, NY 10019

*Rooms are available on a first-come basis until Wednesday, February 21, 2018. Reservations should be made directly with Crowne Plaza reservations at 1-888-233-9527.
Traditional King Room: $275, Traditional Double Room: $295


*13.0 MCLE Credits: 12.0 Professional Practice, 1.0 Ethics
This course also provides 12.0 CPE credits for NY and NJ CPAs.

*This advanced-level non-transitional course has been approved for MCLE credit in New York for all attorneys, except those who are newly admitted (less than 24 months).

NYSBA & STEP Members: $995 | International Section/Trusts & Estates Law Section Members: $845 | Non-Members: $1,195
CLE seminar coupons and complimentary passes cannot be used for this program.

Join the conversation! Live tweet with us using #IEPInstitute


Program Brochure

Agenda Topics
· NRAs and U.S. Transfer Taxes: When They Apply and How to Avoid Them
· New Developments: Tax Cuts and Jobs Act, CRS and U.S. Trusts
· Foreign Trusts Redux: Latent Opportunities and Patent Pitfalls
· Directed Trusts and the New Uniform Directed Trust Act
· China: Taxes, Exchange Controls and Information Sharing for Chinese Citizens Investing or Moving Abroad
· The Border With No Wall: Canadians Investing or Moving to (or with children) the U.S.
· FIRPTA and U.S. Residential and Investment Properties
· Trust Planning (QDOT and Other) for U.S. Citizens Residing Abroad
· Cross-Border Couples: From Prenups to Divorce (and some tax issues along the way)
· How Different Jurisdictions Address Ethical Issues


Institute Chair
G. Warren Whitaker, Esq. | Day Pitney, LLP | New York, NY

Vice Chairs
Stanley A. Barg, Esq. | Kozusko Harris Duncan LLP | New York, NY
Gideon R. Rothschild, Esq. | Moses & Singer LLP | New York, NY


Steering Committee
Ellen Kratzer | Fiduciary Trust International | New York, NY
Leigh-Alexandra Basha, Esq. | McDermott Will & Emery LLP | Washington, D.C.


Program Sponsors


Newly Admitted Attorneys: To receive skills credit, newly admitted attorneys must take accredited transitional CLE courses in traditional live classroom settings that have been approved by the CLE Board for use by newly admitted attorneys.  For more information about the CLE Rules, please go to www.nycourts.gov/Attorneys/CLE.

Out of State Accreditation: This program has also been approved for MCLE credit by the State Bar of California, the Pennsylvania Continuing Legal Education Board and the Board of Continuing Legal Education of the State of New Jersey.  If you require MCLE credit in other states, we can provide you a Uniform MCLE Form.

Partial Credit for Program Segments Not Allowed: Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.


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To view the full list of Continuing Legal Education Programs, click here.

If you have any questions about this program, please contact Patrick Boland, CLE Program Manager, or Jessica Patterson, Program Coordinator.

Registration: 8:00 a.m. - 8:30 a.m. (Both Days) Program: 8:30 a.m. - 5:30 p.m. (Day 1) Program: 8:30 a.m. - 1:00 p.m. (Day 2)
Additional Information: This program provides NON-TRANSITIONAL credit to all attorneys. For information about New York MCLE requirements, visit www.nycourts.gov/attorneys/CLE IMPORTANT NOTICE--PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED: Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.
Address:
Crowne Plaza Times Square
1605 Broadway and 49th
New York, NY 10019
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