16th Annual International Estate Planning Institute: Part 2
The New York State Bar Association and STEP NY are pleased to present the 16th Annual International Estate Planning Institute: Part 2. 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.
Topics
- New Developments
- U.S. / U.K. Planning – Skills and Client Counseling
- Matrimonial and Succession Regimes
- U.S. / Canada Planning – Skills and Client Counseling
- U.S. Treatment of Non-Trust Structures – Foundations, Stiftungen, Usufructs, and More
- Little-Known Wrinkles in Foreign Trusts – Skills to Avoid Pitfalls in Practice
- Home Thoughts From Abroad – Tips to Advising Foreign Clients Purchasing U.S. Homes
- 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
Silver Sponsor
New York Private Trust Company
Bronze Sponsors
Exhibitor Sponsors
Bryn Mawr Trust Company of Delaware
- March 18, 2021
- 8:00 AM
- 5:45 PM
- 4.0
- 4.0
- 8.0
- Virtual Participation
8:00 a.m. – 8:15 a.m.
Registration
8:15 a.m.– 8:25 a.m.
Welcome and Introductions | Sponsor Announcements
Dina Kapur Sanna | Day Pitney, LLP | New York, NY
Megan R. Worrell | J.P. Morgan Private Bank | New York, NY
8:25 a.m. – 9:15 a.m.
1. New Developments
Leigh-Alexandra Basha | McDermott Will & Emory, LLP | Washington, D.C.
Michael Rosen-Prinz | McDermott Will & Emory, LLP | Los Angeles, CA
(1.0 MCLE Credit in Areas of Professional Practice)
9:15 a.m. – 9:30 a.m.
Break (Sponsor)
9:30 a.m. – 10:20 a.m.
2. U.S. / U.K. Planning – Skills and Client Counseling
Sangna Chauhan | Charles Russell Speechlys | London, U.K.
Lindsay A. Martin | J.P. Morgan Private Bank | New York, NY
(1.0 MCLE Credit in Skills)
10:20 a.m. – 10:35 a.m.
Break (Sponsor)
10:35 a.m. – 11:25 p.m.
3. Matrimonial and Succession Regimes
Joshua Rubenstein | Katten Muchin Zavis LLP| New York, NY
Tina Wüstemann | Bär & Karrer Ltd. | Zurich, Switzerland
(1.0 MCLE Credit in Areas of Professional Practice)
11:25 a.m. – 11:40 a.m.
Break (Sponsor)
11:40 a.m. – 12:30 p.m.
4. U.S. / Canada Planning – Skills and Client Counseling
Elie Roth | Davies Ward Phillips & Vineberg LLP | Toronto, Canada
Carol A. Fitzsimmons | Hodgson Russ LLP | Buffalo, NY
(1.0 MCLE Credit in Skills)
12:30 p.m. – 1:30 p.m.
Break (Sponsor), followed by Lunch Break
1:30 p.m. – 2:20 p.m.
5. U.S. Treatment of Non-Trust Structures – Foundations, Stiftungen, Usufructs, and More
Michelle B. Graham | Withersworldwide | San Diego, CA
Robert D. Colvin | Robert D. Colvin & Associates | Houston, TX
(1.0 MCLE Credit in Areas of Professional Practice)
2:20 p.m. – 2:35 p.m.
Break (Sponsor)
2:35 p.m. – 3:25 p.m.
6. Little-Known Wrinkles in Foreign Trusts – Skills to Avoid Pitfalls in Practice
Dina Kapur Sanna | Day Pitney, LLP | New York, NY
Carl A. Merino | Day Pitney, LLP | New York, NY
(1.0 MCLE Credit in Skills)
3:25 p.m. – 3:40 p.m.
Break (Sponsor)
3:40 p.m. – 4:30 p.m.
7. Home Thoughts From Abroad – Tips to Advising Foreign Clients Purchasing U.S. Homes
Michael J.A. Karlin | Karlin & Peebles | Los Angeles, CA
Stanley C. Ruchelman | Ruchelman PLLC | New York, NY
(1.0 MCLE Credit in Skills)
4:30 p.m. – 4:45 p.m.
Break (Sponsor)
4:45 p.m. – 5:35 p.m.
8. U.S. / Mexico Planning – Skills and Client Counseling
Enrique Hernandez-Pulido | Procopio Law Firm | San Diego, CA
Juan Carlos Guerrero, CPA | Guerrero Lebrija Asesores Fiscales Patrimoniales | Mexico City, Mexico
(1.0 MCLE Credit in Areas of Professional Practice)
5:35 p.m. – 5:45 p.m.
Closing Remarks
Dina Kapur Sanna, Esq. | Day Pitney, LLP | New York, NY
Megan R. Worrell, Esq. | J.P. Morgan Private Bank | New York, NY
5:45 p.m.
Adjourn
- Megan R. Worrell, Esq., J.P. Morgan Private Bank
- Dina Kapur Sanna, Esq., Day Pitney, LLP
- Leigh-Alexandra Basha, Esq., McDermott Will & Emory, LLP
- Sangna Chauhan, Esq., Charles Russell Speechlys
- Robert D. Colvin, Esq., Robert D. Colvin & Associates
- Carol A. Fitzsimmons, Esq., Hodgson Russ LLP
- Michelle B. Graham, Esq., Withersworldwide
- Juan Carlos Guerrero, CPA, Guerrero Lebrija Asesores Fiscales Patrimoniales
- Enrique Hernandez-Pulido, Esq., Procopio Law Firm
- Michael J.A. Karlin, Esq., Karlin & Peebles
- Lindsay A. Martin, Esq., J.P. Morgan Private Bank
- Carl A. Merino, Esq., Day Pitney, LLP
- Michael Rosen-Prinz, Esq., McDermott Will & Emory, LLP
- Elie Roth, Esq., Davies Ward Phillips & Vineberg LLP
- Joshua Rubenstein, Esq., Katten Muchin Zavis LLP
- Stanley C. Ruchelman, Esq., Ruchelman PLLC
- Tina Wüstemann, Bär & Karrer Ltd.
- Webinar
- 0KA41
- International Section
