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
- October 8, 2020
- Online On-Demand
- VGG41
- 3.5
- 1.0
- 4.0
- 8.5

