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16th Annual International Estate Planning Institute

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


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

Section Member Price: $325.00 Join (or renew) for special member pricing
Non-Member Price: $500.00
Published Date:
  • October 8, 2020
  • Online On-Demand
Product Code:
  • VGG41
Areas Of Professional Practice Credit(s):
  • 3.5
Ethics and Professionalism Credit(s):
  • 1.0
Skills Credit(s):
  • 4.0
Total Credit(s):
  • 8.5