Program Description

The New York State Bar Association and STEP NY are pleased to present the 17th Annual International Estate Planning Institute. 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.

Topics (Full Program Listed Here)

• New Developments

• Overview of Transfer Tax Treaties: US-UK, US-Canada, US-Japan, US-France

• Puerto Rico and US Virgin Islands

• Foreign Trusts: Reconciling Anti-Deferral Regimes with Trust Taxation

• PTCs, Foundations and Comparison of Trust Jurisdictions

• International Disclosure Update & Ethics Discussion

Fees:

• $325 NYSBA Trusts and Estate Law Section and International Section members

• $350 NYSBA and STEP members

• $500 Non-member

Register online or call NYSBA’s Member Resource Center at 1-800-582-2452.

Sponsors:

• Trusts and Estates Law Section

• International Section

• STEP NY