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15th Annual International Estate Planning Institute (2019)

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 



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 

Member Pricing: $1,395.00 Join (or renew) for special member pricing
Non-Member Pricing: $1,795.00
Recorded Date:
  • March 15, 2019
  • Online On-Demand
Product Code:
  • VFH34
Areas Of Professional Practice Credit(s):
  • 11.5
Ethics and Professionalism Credit(s):
  • 1.0
Total Credit(s):
  • 12.5
  • 10hr 30min