17th Annual International Estate Planning Institute
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.
Topics
• 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
Fees:
•$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!
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Thank you to our Sponsors!
Gold Sponsors
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Silver Sponsor
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Bronze Sponsors
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- March 31, 2022
- April 1, 2022
- 8:45 AM
- 12:30 PM
- 6.0
- 1.0
- 7.0
- Virtual Participation
THURSDAY, MARCH 31 (DAY 1)
8:45 a.m. – 9:00 a.m.
Welcome, Introductions & Announcements
Speaker:
Megan R. Worrell, Managing Director, JP Morgan Private Bank, New York, New York
9:00 a.m. – 9:50 a.m.
New Developments
Speakers:
Carolyn Reers, Partner, Wiggin & Dana LLP, Greenwich, Connecticut
Megan R. Worrell, Managing Director, JP Morgan Private Bank, New York, New York
1.0 Credit in Areas of Professional Practice
9:50 a.m. – 10:00 a.m.
Break (10 minutes)
10:00 a.m. – 11:15 a.m.
Overview of Transfer Tax Treaties: US-UK, US-Canada, US-Japan, US-France
Moderator:
Eric Dorsch, Partner. Kozusko Harris Duncan, New York, New York
Panelists:
France: Stephanie Auferil, Partner, Arkwood SCP, Paris, France
Japan: Akane Suzuki, Perkins Coie LLP, Seattle, Washington
Canada: Cheyenne Reese, Legacy Tax + Trust Lawyers, Vancouver, Canada
UK: Jennifer Smithson, Partner, MacFarlanes, London
1.5 Credits in Areas of Professional Practice
11:15 a.m. – 11:30 a.m.
Break (15 minutes)
11:30 a.m. – 12:20 p.m.
Puerto Rico and US Virgin Islands
Speakers:
Manuel (Nolin) Lopez-Zambrana, Partner, DLA Piper, Puerto Rico
Marjorie Rawls Roberts, Partner, Marjorie Rawls Roberts PC, US Virgin Islands
1.0 Credit in Areas of Professional Practice
FRIDAY, APRIL 1 (DAY 2)
8:45 a.m. – 9:00 a.m.
Welcome and Introduction
9:00 a.m. – 9:50 a.m.
Foreign Trusts: Reconciling Anti-Deferral Regimes with Trust Taxation
Moderator:
Dina Kapur Sanna, Esq., Partner, Day Pitney, LLP, New York, New York
Speakers:
Carl Merino, Partner, Day Pitney, LLP, New York, New York
Christopher Byrne, Partner, Christopher J. Byrne PLLC, New York, New York
1.0 Credit in Areas of Professional Practice
9:50 a.m. – 10:00 a.m.
Break (10 minutes)
10:00 a.m. – 11:15 a.m.
PTCs, Foundations and Comparison of Trust Jurisdictions
Moderator:
Katheryn von Matthiessen, Partner, Katten Muchin Rosenman LLP, New York, New York
Panelists:
Amy M. Staehr, Partner, Long Reimer Winegar, Jackson, Wyoming
Michael Gordon, Director, Gordon Fournaris & Mammarella, PA, Wilmington, DE
Michael P. Panebianco. Of Counsel, Sheehan Phinney, Manchester, New Hampshire
Mary Akkerman, Partner, Davenport, Evans, Hurwitz & Smith, LLP, Sioux Falls, South Dakota
1.5 Credits in Areas of Professional Practice
11:15 a.m. – 11:30 a.m.
Break (15 minutes)
11:30 a.m. – 12:20 p.m.
International Disclosure Update & Ethics Discussion
Panelists:
Kevin L. Shepard, Partner, Venable LLP, Baltimore, Maryland
Jennifer Smithson, Partner, Macfarlanes, London
Andrew Miller, Partner, Bedell Cristin, Grand Cayman
1.0 Credit in Ethics
12:20 p.m. – 12:30 p.m.
Final Announcements
- Webinar
- 0LR51
- Trusts & Estates Law Section
- International Section
- Committee on Continuing Legal Education
