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12th Annual International Estate Planning Institute (2016)

12th Annual International Estate Planning Institute (2016)

*This program is not included as part of the All Access Pass package*


Total Credits 15.0 Professional Practice


The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA) are pleased to present the 12th Annual International Estate Planning Institute. Chaired by G. Warren Whitaker, this Institute is a much anticipated annual program 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.



A distinguished international panel will exchange ideas and discuss

developments regarding international estate planning including:


• Identifying and Solving Problems in the Taxation of NRAs

• Foreign Trusts: Everything You Wanted to Know

• Pre-immigration Planning for a Move to the U.S.

• Issues in U.S./U.K. Estate and Tax Planning

• Proposed Regulations on Gifts by Expatriates and Other New Developments

• Planning for the Noncitizen Spouse: Tips and Traps

• Structuring for Cross-Border Investing Into and Out of the U.S.

• Cross-Border Issues in Prenuptial Agreements and Enforcement of Divorce Judgments

• Recent Developments in Offshore Trust Litigation

…plus regional updates!





Stanley A. Barg, Institute Vice Chair, Partner, Kozusko Harris Duncan LLP, New York, NY 

Leigh-Alexandra Basha, Institute Vice Chair, Partner, McDermott Will & Emery LLP, Washington, DC 

Wendy Battleson, Principal, Art Strategy Partners, New York, NY

Peter E. Bronstein, Partner, Bronstein Van Veen, LLC, New York, NY

Christopher J. Byrne, Principal, Christopher J. Byrne, PLLC, New York, NY

Richard Frimston, Partner, Russell-Cooke Solicitors, London, UK;

Michael W. Galligan, Partner, Phillips Nizer LLP, New York, NY; Paul Hocking,Chairman,

Frank Hirth, London, UK; Professor Dominique Jakob, University of Zurich, Partner, Jakob Studen Partner, Zurich, Switzerland

Donald D. Kozusko, Partner, Kozusko Harris Duncan LLP, Washington, DC

Gavin F. Leckie, Managing Director, JPMorgan Private Bank, New York, NY;

Summer Ayers LePree, Partner, Bilzin Sumberg, Miami, FL 

Meir Linzen, Senior Partner and Managing Partner, Herzog Fox & Neeman, Tel Aviv, Israel;

Jean-Philippe Mabru, Managing Partner, Artales Avocats, Paris, France;

Shelly Meerovitch, Director, Wealth Planning and Analysis, Benstein Global Wealth Management, NewYork

Gideon R. Rothschild, Institute Vice Chair, Partner, Moses & Singer LLP, New York, NY;

Brian Simms QC, Senior Partner, Lennox Paton, Nassau, Bahamas 

Zena M. Tamler, Partner, Sullivan & Cromwell LLP, New York, NY 

Sandra Viana, Partner, U.S. Wealth Planning Assignment and Development Co-Partner, Withersworldwide, NY

Emma White, Solicitor, Forsters LLP, London, UK

G. Warren Whitaker, Institute Chair, Partner, Day Pitney LLP, New York, NY

Stephen Ziobrowski, Partner, Day Pitney LLP, Boston, MA



Non-Member Price: $1,050.00
Published Date:
  • March 10, 2016
  • Online On-Demand
Product Code:
  • VEF04
Areas Of Professional Practice Credit(s):
  • 15.0
Total Credit(s):
  • 15.0