16th Annual International Estate Planning Institute

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

Program Topics

• New Developments
• Transparency & Ethics Update: Where We Are Today and Where We Are Going/Update on IRS Forms, Compliance and OVDP
• Pre-Immigration Planning – Client Counseling Considerations
• Expatriation: Immigration and Tax
• A Legal Quandary: Skills/Counseling in Integrating U.S. Tax and Securities Laws for International Families
• Compensation and Tax Planning for the Foreign Executive Transferring to (and from) the United States: Equity Compensation, Deferred Compensation, and Retirement Plan Benefits 
• Asset Protection: Offshore vs. Onshore – Pros & Cons
• Foreign Trusts – Impact of Change of Residency and Citizenship of Grantor, Trustee or Beneficiary on the Trust

Speakers

Co-Chair: G. Warren Whitaker, Esq., Day Pitney, LLP

Co-Chair: Megan R. Worrell, Esq., J.P.Morgan Private Bank

Co-Chair: Dina Kapur Sanna, Esq., Day Pitney, LLP

Stanley A. Barg, Esq., Kozusko Harris Duncan LLP

Leigh-Alexandra Basha, Esq., McDermott Will & Emery LLP

Scott Bowman, Esq., McDermott Will & Emery LLP

Joan Elisse Carpentier, Esq., McDermott Will & Emery LLP

Peter Cotorceanu, Esq., GATCA & Trust Compliance Associates LLC

Michelle Graham, Esq., Withersworldwide

Andrew Haave, Esq., Goldman Sachs

Michael S. Melbinger, Esq., Wintson & Strawn LLP

Darrick Mix, Esq., Duane Morris LLP

Marcus Parker, Esq., Geneis Trust & Corporate Services Ltd.

Carolyn Reers, Esq., Wiggin & Dana LLP

Gideon Rothschild, Esq., Moses & Singer LLP

Daniel S. Rubin, Esq., Moses & Singer LLP

Mishkin Santa, Esq., The Wolf Group PC