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16th Annual International Estate Planning Institute: Part 2

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.


  • 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


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
  • Virtual Participation
  • Webinar
Product Code:
  • 0KA41
Section Member Price: $325.00
NYSBA Member Price: $350.00 Join (or renew) for special member pricing
Non-Member Price: $500.00
Sponsoring Committee Group
  • International Section