16th Annual International Estate Planning Institute
This program has been postponed and rescheduled to October 8-9, 2020 at the same venue – the Crowne Plaza Times Square. If you booked an overnight room at the Crowne Plaza please be sure to cancel (or change) your reservation directly with the hotel.
Thank you for your patience and understanding. We hope to see you in October.
The New York State Bar Association and STEP are pleased to present the 16th 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.
- October 8, 2020
- October 9, 2020
- 8:30 AM
- 1:00 PM
- New York City
- G. Warren Whitaker, Esq. - Day Pitney, LLP
- Dina Kapur Sanna, Esq. - Day Pitney, LLP
- Megan R. Worrell, Esq. - J.P.Morgan Private Bank
- Leigh-Alexandra Basha, Esq. - McDermott Will & Emery LLP
- Sangna Chauhan, Esq. - Charles Russell Speechlys
- Darrick Mix, Esq. - Duane Morris LLP
- Carol Fitzsimmons, Esq. - Hodgson Russ
- Michael B. Greenwald, Director - Tiedemann Advisors
- Robert D. Colvin - Robert D. Colvin & Associate
- Stanley A. Barg, Esq. - Kozusko Harris Duncan LLP
- Ellen Kratzer - Fiduciary Trust International
- Gideon R. Rothschild, Esq. - Moses & Singer LLP
- Scott Bowman, Esq. - McDermott Will & Emery LLP
- Michelle Graham, Esq. - Withersworldwide
- Joan Elisse Carpentier, Esq. - McDermott Will & Emery LLP
- Andrew Haave, Esq. - Goldman Sachs
- Peter Cotorcaunu, Esq. - GATCA & Trust Compliance Associates LLC
- Lindsay Martin, Esq. - JPMorgan Private Bank
- Michael S. Melbinger, Esq. - Wintson & Strawn LLP
- Marcus Parker, Esq. - Geneis Trust & Corporate Services Ltd.
- Carolyn Reers, Esq. - Wiggin & Dana LLP
- Mishkin Santa, Esq. - The Worlf Group PC
- Eli Roth, Esq. - Ward Phillips & Vineberg LLP
- Daniel S. Rubin, Esq. - Moses & Singer LLP
- Trusts & Estates Law Section