20th Annual International Estate Planning Institute
THIS PROGRAM IS SOLD OUT! REGISTRATION IS CLOSED.
The New York State Bar Association (NYSBA) and STEP NY are pleased to present the 20th Annual International Estate Planning Institute on Thursday-Friday, March 27-28, 2025, at the Sheraton New York Times Square Hotel, 811 7th Avenue, W 53rd St, New York, NY 10019.
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. 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 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.
Registration Fees (Early Bird through 12/31/2024. Prices increase as of 1/1/2025)
NYSBA Section Member Price: $1,995 / $2,295
NYSBA Member Price: $2,195 / $2,395 (Join (or renew) for special member pricing)
STEP Member Price: $2,195 / $2,395 (You must be a current STEP Member to qualify for this rate)
Non-Member Price: $2,595 / $2,795
STEP MEMBERS – You may register online or by phone.
- Online – You must have a NYSBA account set up to register online. If you do not have one, you will need to create one.
- By Phone – Call the NYSBA Member Resource Center at 1-800-582-2452 and tell the representative that you are a "STEP Member".
Please note: All program registrations and payments will be processed by the New York State Bar Association.
Cancellation Policy
- 100% refund for cancellations received before close of business March 17, 2025.
- 50% refund for cancellations received March 18, 2025 – March 26, 2025.
- No refund for cancellations received after March 26, 2025.
Accommodations at the Sheraton New York Times Square Hotel
Room Block Available – A limited number of rooms have been reserved at the Sheraton New York Times Square Hotel at a rate of $299.00 based on single/double occupancy. Reserve your hotel room through the booking website: https://book.passkey.com/e/50868465 or by calling 1-212-581-1000 and reference event name NYS Bar Association March 2025. Reservations must be received on or before February 21, 2025.
NOTE: Hotel Lobby Currently Under Construction: Please be advised that the Sheraton Hotel is currently making renovations in their Main Lobby. This will not affect the Third Floor where the event is taking place. The Sleeping Room Check-in will remain in a small SECTION of the Main Lobby. The 7th Avenue entrance is closed. All guests are to enter on the 53rd Street side of the hotel. Use the BALLROOM entrance and proceed to the Third Floor using the BALLROOM Elevators. Any Uber/Taxi/Limo drop-offs are to be on 53rd Street.
NYSBA and STEP NY are proud partners for this program!
Thank You to our Sponsors!
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Cocktail Reception Sponsor
Speakers' Dinner Sponsor
Bronze
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Exhibitor and Seat Drop Sponsor
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Seat Drop Sponsor
- March 27, 2025
- March 28, 2025
- 8:30 AM
- 12:30 PM
- 10.0
- 1.0
- 11.0
- New York City
- Sheraton New York Times Square Hotel
811 7th Avenue
New York, NY 10019
Thursday, March 27 – Day 1
6:00 a.m. – 8:00 a.m.
Exhibitor set-up
7:30 a.m. – 8:30 a.m.
Registration
8:00 a.m. – 8:30 a.m.
Continental Breakfast
8:30 a.m. – 8:40 a.m.
Welcome/Intro/Announcements
8:40 a.m. – 9:30 a.m.
1. New Developments
Reshma Shah, Duane Morris, LLP, New York
Ruth A. Mattson, Verrill Dana, LLP, Boston
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit in Advisory Services
9:30 a.m. – 10:20 a.m.
2. Expatriation Planning: Greatest Hits
Eric M. Dorsch, Kozusko Harris Vetter Wareh Duncan LLP, New York
Daniel J. Bell, McDermott Will & Emery, LLP, Washington, D.C.
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit Taxation
10:20 a.m. – 10:45 a.m.
Break
10:45 a.m. – 12:00 p.m.
3. Proposed Foreign Trust Regulations: Bridging Compliance and Practicality
Dina Kapur Sanna, Day Pitney, LLP, New York
Kathryn H. Von Matthiessen, Katten Muchin Rosenman LLP, New York
Kevin Matz, ArentFox Schiff, New York
1.5 MCLE Credits in Areas of Professional Practice
1.5 CPE Credits in Taxation
12:00 p.m. – 1:30 p.m.
Lunch
1:30 p.m. – 2:20 p.m.
4. United Kingdom – A Whole New World
Clare Maurice, Maurice Turnor Gardner, London
Claire Weeks, Maurice Turnor Gardner, London
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit in Advisory Services
2:20 p.m. – 3:10 p.m.
5. It’s a Small, Small, Generous World: Giving Across International Borders
U.S. clients with charitable intentions frequently desire to extend their philanthropy across borders. But good intentions can have unanticipated complexity and unintended consequences. How to advise US clients to effectively achieve their charitable goals across borders – from grant making to foreign organizations to founding and operating an organization overseas.
Suzanne L. Schier, Levenfeld Pearlstein, LLC, Chicago
Amanda J. Stacey, Miller Thomson, Vancouver
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit in Taxation
3:10 p.m. – 3:35 p.m.
Break
3:35 p.m. – 4:50 p.m.
6. In Depth Discussion of Estate Tax Treaties
United States – Glenn G. Fox, Baker McKenzie, New York
United Kingdom – Sangna Chauhan, Charles Russell Speechlys, London
Canada – Rachel L. Blumenfeld, Aird & Berlis, Toronto
Germany – Christian Von Oertzen, Flick Gocke Schaumburg, Frankfurt
1.5 MCLE Credits in Areas of Professional Practice
1.5 CPE Credits in Taxation
4:50 p.m. – 5:00 p.m.
Wrap Up
5:00 p.m. – 6:30 p.m.
Cocktail Reception
Friday, March 28 – Day 2
7:30 a.m. – 8:30 a.m.
Registration
8:00 a.m. – 8:30 a.m.
Continental Breakfast
8:30 a.m. – 8:35 a.m.
Intro and Announcements
8:35 a.m. – 9:25 a.m.
7. Everything Everywhere All at Once: The Long Arc of Attribution
Carl A. Merino, Day Pitney, LLP, New York
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit in Advisory Services
9:25 a.m. – 10:15 a.m.
8. Reporting, Penalties & Recent Cases
Patrick W. Martin, Chamberlain Hrdlicka, San Antonio
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit in Taxation
10:15 a.m. – 10:40 a.m.
Break
10:40 a.m. – 11:30 a.m.
9. Purpose Trusts
This program will answer these questions:
• What is a purpose trust?
• What is steward ownership?
• How does state law govern the design of a purpose trust?
• Is a purpose trust a trust for federal income tax purposes?
• What alternative ownership structures are available for steward ownership?
• How to fund a purpose trust and raise capital for a business owned by a purpose trust.
Ellen K. Harrison, McDermott Will & Emery, LLP, Washington, D.C.
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit in Taxation
11:30 a.m. – 12:20 p.m.
10. Practicing Across Jurisdictions
Alexis Hille, Farrer & Co., London
Jay D. Rosenbaum, Nixon Peabody, LLP, Boston
1.0 MCLE Credit in Ethics
1.0 CPE Credit in Taxation
12:20 p.m. – 12:25 p.m.
Wrap Up
- Daniel J. Bell, McDermott Will & Emery LLP
- Rachel L. Blumenfeld, Aird Berlis LLP
- Sangna Chauhan, Charles Russell Speechlys
- Eric M. Dorsch, Kozusko Harris Vetter Wareh Duncan LLP
- Glenn G. Fox, Baker McKenzie
- Ellen K. Harrison, McDermott Will & Emery LLP
- Alexis Hille, Farrer & Co.
- Patrick W. Martin, Chamberlain Hrdlicka
- Ruth A. Mattson, Verrill Dana LLP
- Kevin Matz, ArentFox Schiff LLP
- Clare Maurice, Maurice | Turner | Gardner
- Carl A. Merino, Day Pitney LLP
- Jay D. Rosenbaum, Nixon Peabody LLP
- Dina Kapur Sanna, Day Pitney LLP
- Suzanne L. Schier, Levenfeld Pearlstein, LLC
- Reshma Shah, Duane Morris LLP
- Amanda J. Stacey, Miller Thomson
- Kathryn H. Von Matthiessen, Katten Muchin Rosenman LLP
- Christian Von Oertzen, Rechtsanwalt, Fachanwalt Für Steuerrecht
- Claire Weeks, Maurice | Turnor | Gardner
- Megan R. Worrell, JPMorgan Private Bank
- In-Person
- 0PE54
- Trusts & Estates Law Section
- International Section
- Committee on Continuing Legal Education
