15th Annual International Estate Planning Institute


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Start Date:

ThursdayMarch 14, 2019

End Date:

FridayMarch 15, 2019


8:30 AM – 1:00 PM Eastern Daylight Time

Press Register button below for pricing.STEP Members $1,395
International Section/Trusts & Estates Law Section Members: $1,350

15th Annual International Estate Planning Webpage Image
The New York State Bar Association and STEP are pleased to present the 15th Annual International Estate Planning Institute. Chaired by G. Warren Whitaker, this Institute is a much anticipated annual event at which trust and estate practitioners, bankers and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border planning with a U.S. component.

There will be plenty of networking time, permitting you to pose questions to the faculty, compare notes with fellow practitioners in the legal, banking and accounting fields and visit with sponsors. A luncheon on the first day of the Institute and an evening cocktail reception will afford attendees opportunities for networking and enjoying the company of your peers.

Presented by The New York State Bar Association and STEP.  Co-sponsored by the International Section, the Trusts & Estates Law Section and the Committee on Continuing Legal Education of the New York State Bar Association.

Thursday, March 14 – Friday, March 15, 2019
*Day 1: 8:30 a.m. – 5:30 p.m. | Cocktail Reception 5:30 p.m. Day 2: 8:30 a.m. – 1:00 p.m.
Live CLE Program & Webcast
*There will be a luncheon on Day 1 of the Institute. If you have food allergies or require a vegetarian meal contact sbratten@nysba.org to make arrangements for a different meal option.

Crowne Plaza Times Square
1605 Broadway and 49th Street
New York, NY 10019

Book Your Room Online

*13.0 MCLE Credits: 12.0 Professional Practice, 1.0 Ethics
This course also provides 12.0 CPE credits for NY and NJ CPAs.
*This advanced-level non-transitional course has been approved for MCLE credit in New York for all attorneys, except those who are newly admitted (less than 24 months).

STEP Members $1,395
International Section/Trusts & Estates Law Section Members: $1,350
NYSBA Members: $1,395 
| Non-Members: $1,795

CLE seminar coupons and complimentary passes cannot be used for this program.

Join the conversation! Live tweet with us using #IEPInstitute

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: Planning for Canadians with US Beneficiaries and/or US Assets
  • International Charitable Giving and U.S. Tax Deductions
  • Private Trust Companies: Law, Operation and Jurisdictions, On and Off-Shore

Institute Chair
G. Warren Whitaker, Esq. | Day Pitney, LLP | NYC

Vice Chairs
Stanley A. Barg, Esq. | Kozusko Harris Duncan LLP | NYC
Gideon R. Rothschild, Esq. | Moses & Singer LLP | NYC

Steering Committee
Ellen Kratzer, Esq. | Fiduciary Trust International | NYC
Leigh-Alexandra Basha, Esq. | McDermott Will & Emery LLP | Washington, D.C.

Program Faculty
G. Warren Whitaker, Esq. | Day Pitney, LLP | NYC
Megan Worrell, Esq. | Duane Morris, LLP | NYC
Leigh-Ann Basha, Esq. | McDermott Will & Emory, LLP | Washington, D.C.
John A. Terrill, II, Esq. | Heckscher Teillon Terrill & Sager, P.C. | West Conshocken
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
Dr. Christian H. Kalin, Esq. | Henley & Partners | London
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
Steven Trow, Esq. | Trow & Rahal, P.C. | Washington, D.C.
Marina Cristiani, Esq. | CISA, LLC | NYC
Fabio Concesi, Esq. | Merrill Lynch | Miami
Wendi P. Crowe, Esq. | Miller Thomson, LLP | Edmonton
Andrew Katzenberg, Esq. | Kleinberg, Kaplan, Wolff & Cohen, P.C. | NYC
Alan Ytterberg, Esq. | Ytterberg Deery, LLP | Houston
Matthew Tobin, Esq. | South Dakota Trust Company, LLC | Sioux Falls


Click here to Register

(You must create a profile on to NYSBA website first and then return to the Registration page to complete your registration)