gradient circle (purple) gradient circle (green)

14th Annual International Estate Planning Institute (2018)

The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA) are pleased to present the 14th 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.

With the Tax Cuts and Jobs Act signed on Dec. 22, 2017 come many significant provisions that have a direct impact on planning for international private clients, including non-U.S. individual taxpayers with U.S. assets, U.S. individuals and trusts with offshore assets, and offshore structures for the benefit of U.S. persons. Some of these changes may require the reorganization of many existing structures. These issues and many more will be covered in detail at the Institute.

Non-Member Pricing: $1,195.00
Recorded Date:
  • March 22, 2018
Format:
  • Online On-Demand
Product Code:
  • VER64
Areas Of Professional Practice Credit(s):
  • 12.0
Ethics and Professionalism Credit(s):
  • 1.0
Total Credit(s):
  • 13.0
:
  • 12hr