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18th Annual International Estate Planning Institute | Hybrid

18th Annual International Estate Planning Institute | Hybrid

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PLEASE NOTE: AS OF MARCH 22, THE IN-PERSON FORMAT IS SOLD OUT! DUE TO SPACE LIMITATIONS, NO WALK-INS WILL BE ADMITTED ON THE DAY OF THE PROGRAM.

THE VIRTUAL OPTION IS STILL AVAILABLE.

The New York State Bar Association and STEP NY are pleased to present the 18th Annual International Estate Planning Institute on Thursday-Friday, March 30-31, 2023. This two-day 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. This meeting will be presented in a hybrid format. You have the option to attend in person or virtually. You can select your preference during the registration process. Please note that the registration fee is the same, regardless of the format you choose. For those who will be attending the meeting in person, 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. This advanced-level program offers up to 11.5 MCLE Credits.

Distinguished speakers from around the globe will cover these topics:

DAY 1

  • New Developments
  • Sticky Probate – Cross-Border Administration
  • LATAM Panel: Colombia, Brazil, & Chile
  • Foreign Trusts – The Art of Onshoring: The Tax and Non-Tax Considerations When Domesticating a Foreign Trust
  • U.S. – India Planning
  • Charitable Planning

DAY 2

  • Asset Protection
  • Private Family Funds
  • U.S. – Canada Planning
  • Ethical Issues in International Estate Planning

Program Faculty

Co-Chairs

  • Megan R. Worrell, J.P. Morgan Private Bank
  • Dina Kapur Sanna, Day Pitney LLP

Speakers

  • Bijal Ajinkya, Khaitan & Co.
  • Andrew S. Auchincloss, Schlesinger Lazetera & Auchincloss LLP
  • Leigh-Alexandra Basha, McDermott Will & Emery LLP
  • Simon P. Beck, Baker & McKenzie LLP
  • Rodrigo Castillo-Cottin, Rimon Law
  • Marcel Imery, JTC Group
  • Jaime del Valle, Fuensalida & del Valle
  • Carly Doshi, J.P. Morgan
  • Glenn G. Fox, Baker & McKenzie LLP
  • Michael M. Gordon, Gordon, Fournaris & Mammarella, P.A.
  • Eileen Heisman, National Philanthropic Trust
  • Sarah B. Jacobson, Day Pitney LLP
  • Max Kremer, Arendt & Medernach SA
  • Alan Milgate, Rawlinson & Hunter LLP
  • Alana Petraske, Withersworldwide
  • Carolyn A. Reers, Wiggin and Dana LLP
  • Humberto Sanches, Humberto Sanches e Associados
  • Suzanne L. Shier, Levenfeld Pearlstein, LLC
  • Rahul Sharma, Fasken
  • Karen Tan, J.P. Morgan Private Bank

New venue in 2023!

@Ease, 605 Third Ave.. New York, NY

Thursday, March 30 – Friday, March 31, 2023

Day 1: 8:30 a.m. – 5:15 p.m. (Luncheon and Evening Reception on Day 1)

Day 2: 8:30 a.m. – 12:20 p.m.

Registration Fees (as of December 1, 2022) – In person or Virtual (PLEASE NOTE: as of March 22, the In-Person format is SOLD OUT! Due to space limitations, no walk-ins will be admitted on the day of program. The Virtual option is still available.)

  • NYSBA Section Member: Trusts & Estates Law or International Sections: $1,650
  • NYSBA Members: $1,795 | Non-Members: $2,195
  • STEP Members $1,795

Early Bird Pricing ended November 30, 2022 (In person only at this time)

  • NYSBA Section Member: Trusts & Estates Law or International Sections: $1,595
  • NYSBA Member: $1,695 | Non-Member: $1,995
  • STEP Member: $1,695

MCLE Credits:

*11.5 MCLE Credits (10.5 Areas of Professional Practice, 1.0 Ethics)

This course also provides CPE credits for NY and NJ CPAs.

*This advanced-level non-transitional course has been approved for MCLE credit in New York for all attorneys, except those who are newly admitted (less than 24 months).

Please Note

  • CLE seminar coupons and complimentary passes cannot be used for this program.
  • This program is not included as part of the All Access Pass package.
  • You must be vaccinated for COVID-19 to attend a live NYSBA meeting, program, or event.

Cancellation Policy 

  • Cancellations received more than 10 days from the scheduled event date 100% refund
  • Cancellations received between 1-10 days from the scheduled event date 50% refund
  • Cancellations received day of or after the scheduled event date No refund

For sponsorship information, please email Marina Cristiani at [email protected]

Thank you to our Sponsors!

Gold Sponsor

Silver Sponsors

Bronze Sponsors

Exhibitors

  

Speakers' Dinner Sponsor

Start Date:
  • March 30, 2023
End Date:
  • March 31, 2023
Start Time:
  • 8:30 AM
End Time:
  • 1:00 PM
Areas Of Professional Practice Credit(s):
  • 10.5
Ethics and Professionalism Credit(s):
  • 1.0
Total Credit(s):
  • 11.5
Region:
  • New York City
  • Virtual Participation
Address:
  • @Ease 605
    605 Third Avenue 7th Floor
    New York, NY
Format:
  • Hybrid
Product Code:
  • 0MM24
Section Member Price: $1,650.00
NYSBA Member Price: $1,795.00 Join (or renew) for special member pricing
Non-Member Price: $2,195.00
Sponsoring Committee Group
  • Trusts & Estates Law Section
  • International Section
  • Committee on Continuing Legal Education