13th Annual International Estate Planning Institute - STEP New York - March 2017


*This event has now sold out however you can register for the live simultaneous webcast to allow you to view the proceedings from your business or home computer*

Full Conference Agenda (PDF 122KB)

Register now

Agenda items:

  • U.S. Taxation of Non-U.S. Persons, Foreign Trusts and Non-Citizen Spouses
  • New Developments
  • Private Placement Life Insurance: Legal and Practical Issues
  • Complex Issues in Foreign Trusts
  • Latest Developments in CRS and FATCA
  • Current Topics in Canadian – U.S. Estate and Trust Planning
  • Mexican – U.S. Estate Planning
  • Practical Issues in Moving Trusts Offshore and Onshore
  • U.S. SEC and Regulatory Issues for International Families
  • PFIC/CFC/Subpart F
  • Ethical Issues Regarding Offshore Accounts and Foreign Clients


  • Henry P. Alden II, Everest International Group, LLP, USA
  • Richard E. Andersen, Wilmer Cutler Pickering Hale & Dorr LLP, USA
  • Stanley A. Barg TEP, Kozusko Harris Duncan, USA
  • Leigh-Alexandra Basha TEP, McDermott Will and Emery LLP, USA
  • Roy Berg TEP, Moodys Gartner Tax Law LLP, Canada
  • Michael Betley TEP, Trust Corporation of the Channel Islands Limited, Guernsey
  • Rachel Blumenfeld TEP, Miller Thomson LLP, Canada
  • Michael Cadesky TEP, Cadesky Tax, Canada
  • Robert D. Colvin TEP, Robert D. Colvin & Associates, USA
  • Peter Cotorceanu TEP, Anaford Attorneys at Law, Switzerland
  • M. Katharine Davidson TEP, Henderson, Caverly, Pum & Charney LLP, USA
  • Enrique Hernandez-Pulido, Procopio, USA
  • Greg Kahn, Day Pitney LLP, USA
  • Dina Kapur Sanna TEP, Day Pitney LLP, USA
  • Michael B. Liebeskind TEP, Winged Keel Group, USA
  • Natalia Murphy TEP, Citi Private Bank, USA
  • Miles Padgett, Kozusko Harris Duncan, USA
  • Gideon Rothschild TEP, Moses & Singer LLP, USA
  • G. Warren Whitaker TEP, Day Pitney LLP, USA
  • Bruce Zagaris TEP, Berliner Corcoran & Rowe LLP, USA

12.5 MCLE Credits: 11.5 Professional Practice; 1.0 Ethics



A dedicated website is now available for your attendees to book their hotel rooms online. Booking Website: https://resweb.passkey.com/go/NYB17

If you call into the Crowne Plaza Reservation Group directly rather than booking online, you should mention that you are attending the Institute and are part of the discount group. The reservation phone number is 855-516-1090.


For exhibition and sponsorship enquiries please contact Jeryl Pine: Jeryl.pine@step.org