14TH ANNUAL INTERNATIONAL ESTATE PLANNING INSTITUTE
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.
*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 email@example.com to make arrangements for a different meal option. Lunch is not available for webcast registrants.
Live Program and Simultaneous Webcast - Register Online Here
Crowne Plaza Times Square
1605 Broadway and 49th
New York, NY 10019
Traditional King Room: $275
Traditional Double Room: $295
- 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.
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
NYSBA International Section Member: $845
NYSBA Trusts & Estates Section Member: $845
* CLE seminar coupons & complimentary passes cannot be used for this program.
New York State Bar Association
> Trusts and Estates Law Section
> International Section
> Committee on Continuing Legal Education
Society of Trust & Estate Practitioners (STEP)
Who Should Attend:
Trust and Estate Attorneys, Tax Attorneys, Trust Officers, Investment Advisors, Bankers, Estate Planners, Bank Attorneys, Accountants, Financial Planners
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.
Updated Institute Agenda To Be Announced!
2018 Topics Included:
> What is a U.S. Asset? U.S. Situs and Estate and Gift Taxation of NRAs
> New Developments: Possible estate tax repeal, CRS and U.S. Trusts
> Foreign Trusts
> Estate Tax Blockers
> Representing Asians Investing in or Moving to the U.S.
> The Border with No Wall: Canadians Investing In or Moving to (or with children in) 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
> Ethics: A New Angle