16th Annual International Estate Planning Institute (Webinar)

Thursday, October 8, 2020

https://nysba.org/events/16th-annual-international-estate-planning-institute-webinar/

October 8th 16th Annual International Estate Planning Institute (Webinar)

8:00 am to 5:45 pm

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

 

Register Here

•STEP New York Members $350

•NYSBA Members $350

•International Law Section / Trusts & Estates Law Section Members $325

•Non-Members $500

If you were registered for the March 2020 conference, please contact Cindy O’Brien [cobrien@nysba.org] to confirm your registration and credit/refund.

 

Program Co-Chairs

•G. Warren Whitaker, Esq. | Day Pitney LLP | New York, NY

•Dina Kapur Sanna, Esq. | Day Pitney, LLP | New York, NY

•Megan R. Worrell, Esq. | J.P. Morgan Private Bank | New York, NY

 

Steering Committee

•Stanley A. Barg, Esq. | Kozusko Harris Duncan LLP | New York, NY

•Leigh-Alexandra Basha, Esq. | McDermott Will & Emery LLP | Washington, DC

•Ellen Kratzer | Fiduciary Trust International | New York, NY

•Gideon R. Rothschild, Esq. | Moses & Singer LLP | New York, NY

 

Faculty

•Stanley A. Barg, Esq. | Kozusko Harris Duncan LLP | New York, NY

•Leigh-Alexandra Basha, Esq. | McDermott Will & Emery LLP | Washington, DC

•Scott Bowman, Esq. | McDermott Will & Emery LLP | Washington, DC

•Joan-Elisse Carpentier, Esq. | McDermott Will & Emery LLP | New York, NY

•Peter Cotorceanu, Esq. | GATCA & Trusts Compliance Associates LLC | Zurich, Switzerland

•Michelle B. Graham, Esq. | Withersworldwide | San Diego, CA

•Andrew Haave, Esq. | Goldman Sachs | New York, NY

•Michael Melbinger, Esq. | Winston & Strawn LLP | Chicago, IL

•Darrick Mix, Esq. | Duane Morris LLP | Philadelphia, PA

•Marcus Parker, Esq. | Genesis Trust & Corporate Services Ltd. | Cayman Islands

•Carolyn Reers, Esq. |Wiggin and Dana LLP | Greenwich, CT

•Gideon Rothschild, Esq. | Moses & Singer LLP | New York, NY

•Daniel Rubin, Esq. | Moses & Singer LLP | New York, NY

•Dina Kapur Sanna, Esq. | Day Pitney, LLP | New York, NY

•Mishkin Santa, Esq. | The Wolf Group, P.C. | Fairfax, Virginia

•G. Warren Whitaker, Esq. | Day Pitney, LLP | New York, NY

•Megan R. Worrell, Esq. | J.P. Morgan Private Bank | New York, NY

 

Sponsors

Gold

South Dakota Trust Company

Silver

New York Private Trust Company

Bronze

Commonwealth Trust 

Evercore Wealth Management

Northern Trust

RBC Wealth Management

WSFS Wealth/Christiana Trust

Exhibitor

Alliance Trust

Bridgeford Trust Company

Bryn Mawr Trust Company of Delaware

Deutche Bank Wealth Management

National Philanthropic Trust

Sterling Trustees

Wealth Counsel