STEP Members $1,395
International Section/Trusts & Estates Law Section Members: $1,195
The New York State Bar Association and STEP USA are pleased to present the 15th 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.
Presented by The New York State Bar Association and STEP USA. Co-sponosred 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 14 - Friday, March 15, 2019
*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. 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
Book Your Room Online
*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).
STEP Members $1,395
International Section/Trusts & Estates Law Section Members: $1,195
NYSBA Members: $1,395 | Non-Members: $1,795
CLE seminar coupons and complimentary passes cannot be used for this program.
Join the conversation! Live tweet with us using #IEPInstitute
Agenda Topics
- Transparency through the Ethical Looking Glass: From FATCA and CRS to Disclosure of Beneficial Ownership - What Clients and Advisors Need to Know
- New Developments
- Nuts and Bolts of Domesticating Foreign Trust Structures
- U.S. Owners of Closely-Held Foreign Businesses: GILTI as Charged
- Obtaining Citizenships and Residence Around the World
- Latin America Roundup: Planning for Canadians with US Beneficiares and/or US Assets
- International Charitable Giving and U.S. Tax Deductions
- Private Trust Companies: Law, Operation and Jurisdictions, On and Off-Shore
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, Esq. | Fiduciary Trust International | New York, NY
Leigh-Alexandra Basha, Esq. | McDermott Will & Emery LLP | Washington, D.C.
Program Faculty
G. Warren Whitaker, Esq. | Day Pitney, LLP | NYC
Megan Worrell, Esq. | Duane Morris, LLP | NYC
Leigh-Ann Basha, Esq. | McDermott Will & Emory, LLP | Washington, D.C.
John A. Terrill, II, Esq. | Heckscher Teillon Terrill & Sager, P.C. | West Conshocken
Peter Cotorceanu, Esq. | Anaford AG | Zurich
Kathy Keneally, Esq. | Jones Day, LLP | NYC
Gideon Rothschild, Esq. | Moses & Singer, LLP | NYC
Stanley A. Barg, Esq. | Kozusko Harris Duncan, LLP | NYC
Dina Kapur Sanna, Esq.| Day Pitney LLP | NYC
Robert D. Colvin, Esq. | Robert D. Colvin & Associate | Houston
Carl Merino, Esq. | Day Pitney LLP | NYC
James Murray, Esq. | Frank Hirth & Co. | London
Bartt Kellermann, Esq. | Global Capital Acquisition, LLC | NYC
Dr. Christian H. Kalin, Esq. | Henley & Partners | Toronto
Paul Brace, Esq. | Miller Thomson, LLP | Toronto
Raul-Angelo Papotti, Esq. | Chiomenti | Milan
Emma White, Esq.| Forsters, LLP | London
Jerome Assouline, Esq. | Sekri Valentin Zerroul | Paris
Lyat Eyal, Esq. | Aronson Ronkin-Noor Eyal | Tel Aviv
Steven Trow, Esq. | Trow & Rahal, P.C. | Washington, D.C.
Marina Cristiani, Esq. | CISA, LLC | NYC
Fabio Concesi | Merrill Lynch | Miami
Martin Rochwerg, Esq. | Miller Thompson, LLP | Toronto
Andrew Katzenberg, Esq. | Kleinberg, Kaplan, Wolff & Cohen, P.C. | NYC
Alan Ytterberg, Esq. | Ytterberg Deery, LLP | Houston
Matthew Tobin, Esq. | South Dakota Trust Company, LLC | Sioux Falls
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, Sally Bratten, Program Attorney, or Victoria Shaw, Director of Attorney Engagement & Retention