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16th Annual International Estate Planning Institute (Webinar)

16th Annual International Estate Planning Institute (Webinar)

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Topics

•New Developments

•Transparency & Ethics Update: Where We Are Today and Where We Are Going/Update on IRS Forms, Compliance and OVDP

•Pre-Immigration Planning – Client Counseling Considerations

•Expatriation: Immigration and Tax

•A Legal Quandary: Skills/Counseling in Integrating U.S. Tax and Securities Laws for International Families

•Compensation and Tax Planning for the Foreign Executive Transferring to (and from) the United States: Equity Compensation, Deferred Compensation, and Retirement Plan Benefits 

•Asset Protection: Offshore vs. Onshore – Pros & Cons

•Foreign Trusts – Impact of Change of Residency and Citizenship of Grantor, Trustee or Beneficiary on the Trust

Fees

•STEP New York Members $350

•NYSBA Members $350

•International Law Section / Trusts & Estates Law Section Members $325

•Non-Members $500

If you were registered for the March 2020 conference, please contact Cindy O’Brien [[email protected]] to confirm your registration and credit/refund.

Sponsors

Gold

South Dakota Trust Company

Silver

New York Private Trust Company

Bronze

Commonwealth Trust 

Evercore Wealth Management

Northern Trust

•RBC Wealth Management

WSFS Wealth/Christiana Trust

Exhibitor

Alliance Trust

Bridgeford Trust Company

Bryn Mawr Trust Company of Delaware

Deutche Bank Wealth Management

National Philanthropic Trust

Sterling Trustees

Wealth Counsel

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Start Date:
  • October 8, 2020
Start Time:
  • 8:15 AM
End Time:
  • 5:45 PM
Areas Of Professional Practice Credit(s):
  • 3.5
Ethics and Professionalism Credit(s):
  • 1.00
Skills Credit(s):
  • 4.0
Total Credit(s):
  • 8.5
Region:
  • Virtual Participation
Format:
  • Webinar
Product Code:
  • 0GG41
Non-Member Pricing: $500.00
Sponsoring Committee Group
  • International Section
  • Tax Section
  • Trusts & Estates Law Section

Partners

National Philanthropic Trust
Frank Hirth Inc.
Fiduciary Trust International