11th Annual International Estate Planning Institute (2015)
*This program is not included as part of the All Access Pass package*
Total Credits: 15.0 in Professional Practice
This 2015 Institute continues as a much anticipated annual event at which trust and estates practitioners, bankers and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border estate and tax planning with a U.S. component.
Program Topics and Speakers:
Taxation of NRAs’ Non-Citizen Spouses, Foreign Trusts
Robert L. Dumont, Deloitte Tax LLP, New York * M. Katharine Davidson, Henderson, Caverly, Pum & Charney LLP, San Diego * Stephen Ziobrowski, Day Pitney LLP, Boston
Foreign vs. U.S. Estates
M. Katharine Davidson, DLA Piper LLP (US), New York * Mark Summers, Charles Russell Speechlys AG, Switzerland * G. Warren Whitaker, Day Pitney LLP, New York
FATCA Implementation
Anthony J. Cetta, Citi Trust Wealth Planner, Citigroup, New York * Peter A. Cotorceanu, Anaford AG, Switzerland
Status of OVDP and U.S. Tax Compliance
Thomas E. Bishop, Assistant Special Agent in Charge, IRS Criminal Investigation (NY Field Office) * Mark E. Matthews, Caplin & Drysdale, Washington, D.C. * Neil A.J. Sullivan, CPA, International Tax Compliance Strategy, Scarsdale * Gideon R. Rothschild, Moses & Singer LLP, New York
Planning Issues for Indian and Asian Families
Cyril Shroff, Amarchand & Mangaldas & Suresh A Shroff & Co., India * Brian Rowbotham, Rowbotham & Company LLP, San Francisco
Canada-U.S. Planning Scenarios
Kim G C Moody FCA, Canadian Tax Advisory, Moody’s Gartner Tax Law LLP, Calgary * G. Warren Whitaker, Day Pitney LLP, New York
Private Trust Companies
Miles Padgett, Kozusko Harris Duncan, Washington, D.C. * Vanessa Schrum, Appleby Global, Bermuda
Russian Taxation of Trusts and Private Clients and De-Offshorization
Dmitry A. Pentsov, Froriep, Geneva * Glenn S. Kolleeny, Dentons, Moscow
Foreign Investment in U.S. Real Property
Dina Kapur Sanna, Day Pitney LLP, New York * Stephen Ziobrowski, Day Pitney LLP, Boston * Meredyth Smith, Sotheby’s International Realty, New York
New Developments in International Estate Planning
Stanley A. Barg LLB, Kozusko Harris Duncan, New York * Gideon R. Rothschild, Moses & Singer LLP, New York
Foreign Trusts: How to Deal with UNI
Amy E. Heller, McDermott Will & Emery LLP, New York * Gary Lee, Third Party Advisor Services, Sterling Resources, Hingham, MA* Dina Kapur Sanna, Day Pitney LLP, New York
Income Tax Treaties
Robert L. Dumont, Deloitte Tax LLP, New York * Brian Rowbotham, Rowbotham & Company LLP, San Francisco
Trustee Liability Issues: Offshore vs. Onshore
Gail E. Cohen, Fiduciary Trust Company International, New York * Vanessa Schrum, Appleby Global, Bermuda
Obtaining Citizenship
Daniel Perron, Henley & Partners Ltd., Montreal
Total Credits: 15.00 | Areas of Professional Practice: 15.00
- March 11, 2015
- Online On-Demand
- VDV24
- 15.0
- 15.0

