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16th Annual International Estate Planning Institute - 12-13 March 2020

Host Branch
STEP New York
Event type
Conference
Venue
Crowne Plaza Times Square
Address
1605 Broadway and 49th Street
New York
NY 10019
Country
USA
Date
12 March 2020 - 13 March 2020
Description

The New York State Bar Association and STEP are pleased to present the 16th Annual International Estate Planning Institute. Chaired by G. Warren Whitaker, 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.

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.

Agenda Topics

Institute Chair
G. Warren Whitaker, Esq. | Day Pitney, LLP | NYC

Vice Chairs
Stanley A. Barg, Esq. | Kozusko Harris Duncan LLP | NYC
Gideon R. Rothschild, Esq. | Moses & Singer LLP | NYC

Steering Committee
Ellen Kratzer | Fiduciary Trust International | NYC
Leigh-Alexandra Basha, Esq. | McDermott Will & Emery LLP | Washington, D.C.
Megan R. Worrell, Esq. | J.P. Morgan Private Bank | NYC 
Dina Kapur Sanna, Esq. | Day Pitney, LLP | NYC 

Day 1: 8:30 a.m. – 5:30 p.m. | Day 2: 8:30 a.m. - 1:00 p.m.
There will be a luncheon on Day 1 of the Institute. If you have food allergies or require a vegetarian meal contact sbratten@nysba.org to make arrangements for a different meal option.

*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).

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

Join the conversation! Live tweet with us using #IEPInstitute

Cost:
STEP Members - $1,395
International Section/Trusts & Estates Law Section Members - $1,350
NYSBA Members: $1,395 | Non-Members: $1,795
Contact name
Jeryl Pine
Contact phone
-
Contact email
jeryl.pine@step.org
Register Add to Calendar events/16th-annual-international-estate-planning-institute-12-13-march-2020 03/12/2020 03/13/2020 Crowne Plaza Times Square, 1605 Broadway and 49th Street, New York, NY 10019 STEP New York 16th Annual International Estate Planning Institute - 12-13 March 2020 The New York State Bar Association and STEP are pleased to present the 16th Annual International Estate Planning Institute. Chaired by G. Warren Whitaker, 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. Hosted by: STEP New York. Contact: Jeryl Pine. Contact phone: -. Contact email: jeryl.pine@step.org