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15th Annual International Estate Planning Institute 2019

15th Annual International Estate Planning Institute 2019

Total Credits: 12.5 (Areas of Professional Practice 11.5, Ethics 1.0)
The New York State Bar Association and STEP are pleased to present the 15th Annual International Estate Planning Institute.

Agenda Topics

  • Transparency through the Ethical Looking Glass: From FATCA and CRS to Disclosure of Beneficial Ownership – What Clients and Advisors Need to Know
  • New Developments 
  • Nuts and Bolts of Domesticating Foreign Trust Structures
  • U.S. Owners of Closely-Held Foreign Businesses: GILTI as Charged
  • Obtaining Citizenships and Residence Around the World
  • Latin America Roundup
  • International Charitable Giving and U.S. Tax Deductions
  • Private Trust Companies: Law, Operation and Jurisdictions, On and Off-Shore 


Program Faculty
G. Warren Whitaker, Esq. | Day Pitney, LLP | NYC 
Megan Worrell, Esq. | J.P. Morgan Private Bank | NYC
Leigh-Alexandra Basha, Esq. | McDermott Will & Emory, LLP | Washington, D.C.
John A. Terrill, II, Esq. | Heckscher Teillon Terrill & Sager, P.C. | West Conshohocken
Kathy Keneally, Esq. | Jones Day, LLP | NYC
Paul Foster Millen, Esq. | Millen Tax & Legal GmbH | Zurich
Gideon Rothschild, Esq. | Moses & Singer, LLP | NYC
Stanley A. Barg, Esq. | Kozusko Harris Duncan, LLP | NYC
Dina Kapur Sanna, Esq.| Day Pitney LLP | NYC 
Robert D. Colvin, Esq. | Robert D. Colvin & Associate | Houston
Carl Merino, Esq. | Day Pitney LLP | NYC
James Murray, Esq. | Frank Hirth & Co. | London
Bartt Kellermann, Esq. | Global Capital Acquisition, LLC | NYC
Domenic Presutti, Esq. | Henley & Partners | Montreal 
Paul Brace, Esq. | Miller Thomson, LLP | Toronto
Raul-Angelo Papotti, Esq. | Chiomenti | Milan
Emma White, Esq.| Forsters, LLP | London
Jerome Assouline, Esq. | Sekri Valentin Zerroul | Paris
Lyat Eyal, Esq. | Aronson Ronkin-Noor Eyal | Tel Aviv
Steve Trow, Esq. | Trow & Rahal, P.C. | Washington, D.C.
Marina Cristiani, Esq. | CISA New York, LLC | NYC
Fabio Concesi, Esq. | Merrill Lynch Private Bank | Miami 
Wendi P. Crowe, Esq. | Miller Thomson, LLP | Edmonton
Andrew Katzenberg, Esq. | Kleinberg, Kaplan, Wolff & Cohen, P.C. | NYC 
Alan Ytterberg, Esq. | Ytterberg Deery Knull, LLP | Houston

Matthew Tobin, Esq. | South Dakota Trust Company, LLC | Sioux Falls 


  • DVD+MP3
Product Code:
  • FFH34
Areas Of Professional Practice Credit(s):
  • 11.5
Ethics and Professionalism Credit(s):
  • 1.0
Total Credit(s):
  • 12.5
Member Pricing: $1,395.00 Join (or renew) for special member pricing
Non-Member Pricing: $1,795.00

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