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17th Annual International Estate Planning Institute

17th Annual International Estate Planning Institute

17th Annual International Estate Planning Institute_675

Program Description

The New York State Bar Association and STEP NY are pleased to present the 17th Annual International Estate Planning Institute. 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

• Overview of Transfer Tax Treaties: US-UK, US-Canada, US-Japan, US-France

• Puerto Rico and US Virgin Islands

• Foreign Trusts: Reconciling Anti-Deferral Regimes with Trust Taxation

• PTCs, Foundations and Comparison of Trust Jurisdictions

• International Disclosure Update & Ethics Discussion


•$325 NYSBA Trusts and Estate Law Section and International Section members

•$350 NYSBA and STEP members

•$500 Non-member

Register online or call NYSBA's Member Resource Center at 1-800-582-2452.

Thank you to our Program Co-Host!

Thank you to our Sponsors!  

Gold Sponsors

Silver Sponsor


Bronze Sponsors

Start Date:
  • March 31, 2022
End Date:
  • April 1, 2022
Start Time:
  • 8:45 AM
End Time:
  • 12:30 PM
Areas Of Professional Practice Credit(s):
  • 6.0
Ethics and Professionalism Credit(s):
  • 1.0
Total Credit(s):
  • 7.0
  • Virtual Participation
  • Webinar
Product Code:
  • 0LR51
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
  • Trusts & Estates Law Section
  • International Section
  • Committee on Continuing Legal Education