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16th Annual International Estate Planning Institute: Part 2

16th Annual International Estate Planning Institute: Part 2

16thAnnualIntEstatePlanningInstitute_Part2_675

Topics

  1. New Developments
  2. U.S. / U.K. Planning – Skills and Client Counseling
  3. Matrimonial and Succession Regimes
  4. U.S. / Canada Planning – Skills and Client Counseling 
  5. U.S. Treatment of Non-Trust Structures – Foundations, Stiftungen, Usufructs, and More 
  6. Little-Known Wrinkles in Foreign Trusts – Skills to Avoid Pitfalls in Practice 
  7. Home Thoughts From Abroad – Tips to Advising Foreign Clients Purchasing U.S. Homes
  8. U.S. / Mexico Planning – Skills and Client Counseling

Fees

STEP New York Members – $350

NYSBA Members – $350

NYSBA International Law Section / Trusts & Estates Law Section Members – $325

Non-Members – $500

Gold Sponsor

South Dakota Trust Company

Silver Sponsor

New York Private Trust Company

Bronze Sponsors

Commonwealth Trust 

Evercore Trust Company, N.A.

Northern Trust

RBC Wealth Management

WSFS Wealth/Christiana Trust

Exhibitor Sponsors

Alliance Trust Company

Bridgeford Trust Company

Bryn Mawr Trust Company of Delaware

Deutsche Bank Wealth Management

National Philanthropic Trust

Sterling Trustees

Wealth Counsel

Start Date:
  • March 18, 2021
Start Time:
  • 8:00 AM
End Time:
  • 5:45 PM
Areas Of Professional Practice Credit(s):
  • 4.0
Skills Credit(s):
  • 4.0
Total Credit(s):
  • 8.0
Region:
  • Virtual Participation
Format:
  • Webinar
Product Code:
  • 0KA41
Non-Member Pricing: $500.00
Sponsoring Committee Group
  • International Section
  • Trusts & Estates Law Section