gradient circle (purple) gradient circle (green)

18th Annual International Estate Planning Institute

18th Annual International Estate Planning Institute

18thAnnualIntEstatePlanningInstitute_675

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 is an in-person meeting. 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.

Presented by The New York State Bar Association and STEP NY. Co-sponsored by the Trusts and Estates Law Section, the International Section, and the Committee on Continuing Legal Education of the New York State Bar Association.

Thursday, March 30 – Friday, March 31, 2023

*Day 1: 8:30 a.m. – 5:15 p.m. (reception follows)

Day 2: 8:30 a.m. – 12:20 p.m.

*There will be a luncheon on Day 1 of the Institute. If you have any dietary restrictions, contact [email protected].

New venue in 2023!

@Ease

605 Third Ave.

New York, NY

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).

Registration Fees

Early Bird (until December 31, 2022)

  • STEP Members $1,695
  • Trusts & Estates Law Section/International Section Members: $1,595
  • NYSBA Members: $1,695 | Non-Members: $1,995

Price increases January 1, 2023

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

Please Note:

  • CLE seminar coupons and complimentary passes cannot be used for this program.
  • You must be vaccinated for COVID-19 to attend a live NYSBA meeting, program, or event.



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

Thank you to our 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
Address:
  • @Ease 605
    605 Third Avenue 7th Floor
    New York, NY
Format:
  • In-Person
Product Code:
  • 0MM24
Section Member Price: $1,595.00
NYSBA Member Price: $1,695.00 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