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13th Annual International Estate Planning Institute (2017)

13th Annual International Estate Planning Institute (2017)

Total Credits: 12.5 (Professional Practice 11.5, Ethics 1.0)
The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA) are pleased to present the 13th Annual International Estate Planning Institute. Chaired by G. Warren Whitaker, this 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.

A distinguished international panel will exchange ideas and discuss developments regarding international estate planning including:
• U.S. Taxation of Non-U.S. Persons, Foreign Trusts and Non-Citizen Spouses
• Private Placement Life Insurance: Legal and Practical Issues
• Complex Issues in Foreign Trusts
• Latest Developments in CRS and FATCA
• Current Topics in Canadian-U.S. Estate and Trust Planning
• Mexican-U.S. Estate Planning
• Practical Issues in Moving Trusts Offshore and Onshore
• U.S. SEC and Regulatory Issues for International Families
• PFIC/CFC/Subpart F
• Ethical Issues Regarding Offshore Accounts and Foreign Clients


Henry P. Alden II, Managing Member, Everest International Group, LLC, Baltimore, MD 
Leigh-Alexandra Basha, Institute Vice Chair, Partner, McDermott Will & Emery LLP, Washington, DC
Richard E. Andersen, Partner, Wilmer Cutler Pickering Hale & Dorr LLP, New York, NY 
Stanley A. Barg, Institute Vice Chair, Partner, Kozusko Harris Duncan LLP, New York, NY 
Roy A. Berg, Director, U.S. Tax Law; Barrister and Solicitor, Calgary, Alberta 
Michael Betley, Group Chairman, Trust Corporation of the Channel Islands Limited, Guernsey 
Rachel L. Blumenfeld, Partner, Miller Thomson, Toronto, Ontario 
Michael Cadesky, Managing Partner, Cadesky Tax, Toronto, Ontario
Robert D. Colvin, Principal, Robert D. Colvin & Associates, Houston, TX 
Peter Cotorceanu, Founder and CEO, G&TCA; Of Counsel, Anaford Attorneys at Law, Zurich, Switzerland 
M. Katherine Davidson, Partner, Henderson, Caverly, Pum & Charney LLP, San Diego, CA 
Enrique Hernandez-Pulido, Partner, Procopio, San Diego, CA
Gregory H. Kahn, Counsel, Day Pitney LLP, Stamford, CT 
Natalia Murphy, Director, Wealth Planner, Citi PrivateBank, New York, NY 
Michael Liebeskind, Principal, Winged Keel Group and SALI Fund Services, New York, NY
Miles C. Padgett, Kozusko Harris Duncan LLP, Washington, DC 
Gideon R. Rothschild, Institute Co-Chair, Partner, Moses & Singer LLP, New York, NY
Dina Kapur Sanna, Partner, Day Pitney LLP, New York, NY 
G. Warren Whitaker, Institute Chair, Partner, Day Pitney LLP, New York, NY 
Bruce Zagaris, Partner, Berliner Corcoran & Rowe LLP, Washington DC

  • Audio CD
Product Code:
  • DEN34
Areas Of Professional Practice Credit(s):
  • 10.5
Ethics and Professionalism Credit(s):
  • 1.0
Total Credit(s):
  • 11.5
Non-Member Pricing: $1,150.00

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