Register Today: 16th Annual International Estate Planning Institute

Thursday, March 12, 2020 – Friday, March 13, 2020

STEP Members $1,395

International Section/Trusts & Estates Law Section Members: $1,350

16th Annual International Estate Planning Institute 

The New York State Bar Association and STEP are pleased to present the 16th Annual International Estate Planning Institute.  co-Chaired by G. Warren Whitaker, Esq., Partner Day Pitney, LLP, Megan Worrell, Esq., Managing Director, J.P. Morgan Private Bank and Dina Sanna Kapur, Esq.,Partner, Day Pitney, LLP.  The 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 12th – Friday, March 13, 2020
*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 to make arrangements for a different meal option.

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

Hotel Accommodations/Discounts to be posted soon.

*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

Click here to Register


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

Join the conversation! Live tweet with us using #IEPInstitute

    Institute Co-Chairs:

    G.Warren Whitaker, Esq., Partner, Day Pitney, LLP:  NYC                                                                        Megan Worrell, Esq. Managing Director, J.P. Morgan Private Bank:  NYC                                             Dina Sanna Kapur, Esq., Partner, Day Pitney, LLP:  NYC

    Steering Committee
    Ellen Kratzer | 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.
    Gideon Rothschild, Esq. | Moses & Singer, LLP | NYC
    Stanley A. Barg, Esq. | Kozusko Harris Duncan, LLP | NYC
    Dina Kapur Sanna, Esq.| Day Pitney LLP | NYC

    For information on Sponsorship for this event please contact, Jeryl Pine, STEP New York at 

    Registration will open soon. 

    To register for this event you must create a profile on to NYSBA website first and then return to the registration portal and using your  newly created username and password register for the Institute.


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