18th Annual International Estate Planning Institute: 3/30-3/31

Thursday, March 30, 2023 - Friday, March 31, 2023

@Ease 605 Third Ave. New York, NY

The New York State Bar Association and STEP NY are pleased to present the 18th Annual International Estate Planning Institute.

This 1 1/2 day 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.


This is an in-person meeting. 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 NY. Co-sponsored by the Trusts and Estates Law Section, the International Section, and the Committee on Continuing Legal Education of the New York State Bar Association.

Thursday, March 30, 2023

*Day 1: 8:30 a.m. – 5:15 p.m. (reception follows)

*There will be a luncheon on Day 1 of the Institute. If you have any dietary restrictions, contact kfrancis@nysba.org.

Friday, March 31, 2023

Day 2: 8:30 a.m. – 12:20 p.m.

Please click HERE for the agenda

Please click HERE to Register for the event. Please note that you will have to create an account if you are not a member of the NYSBA.

MCLE Credits:

*11.5 MCLE Credits (10.5 Areas of Professional Practice, 1.0 Ethics)

This course also provides 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).


Registration Fees:

Early Bird (until December 31, 2022)

·     STEP Members $1,695

·     Trusts & Estates Law Section/International Section Members: $1,595

·     NYSBA Members: $1,695 | Non-Members: $1,995


Price increases January 1, 2023

·     STEP Members $1,795

·     Trusts & Estates Law Section/International Section Members: $1,650

·     NYSBA Members: $1,795 | Non-Members: $2,195


Gold Sponsor


Silver Sponsors

Bronze Sponsors






Speakers’ Dinner Sponsor