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
•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
Silver
•New York Private Trust Company
Bronze
Exhibitor
•Bryn Mawr Trust Company of Delaware