16th Annual International Estate Planning Institute - 8 October 2020

Host group
Host Left
Hosted by
STEP New York and The New York State Bar Association
Event Type
Conference
Date

Venue: Virtual

Topics to include:

  • New Developments
  • Transparency & Ethics Update: Where We Are Today and Where We Are Going/Update on IRS Forms, Compliance and OVDP
  • Pre-Immigration Planning – Client Counseling Considerations
  • Expatriation: Immigration and Tax
  • A Legal Quandary: Skills/Counseling in Integrating U.S. Tax and Securities Laws for International Families
  • Compensation and Tax Planning for the Foreign Executive Transferring to (and from) the United States: Equity Compensation, Deferred Compensation, and Retirement Plan Benefits 
  • Asset Protection: Offshore vs. Onshore – Pros & Cons
  • Foreign Trusts – Impact of Change of Residency and Citizenship of Grantor, Trustee or Beneficiary on the Trust

Program Co-Chairs

  • G. Warren Whitaker, Esq.|Day Pitney LLP | New York, NY
  • Dina Kapur Sanna, Esq.|Day Pitney, LLP | New York, NY
  • Megan R. Worrell, Esq.|J.P. Morgan Private Bank | New York, NY

Steering Committee:

  • Stanley A. Barg, Esq.|Kozusko Harris Duncan LLP|New York, NY
  • Leigh-Alexandra Basha, Esq.|McDermott Will & Emery LLP|Washington, DC
  • Ellen Kratzer|Fiduciary Trust International|New York, NY
  • Gideon R. Rothschild, Esq.|Moses & Singer LLP|New York, NY

Faculty

  • Stanley A. Barg,Esq.|Kozusko Harris Duncan LLP|New York,NY
  • Leigh-Alexandra Basha,Esq.|McDermott Will & Emery LLP|Washington,DC
  • Scott Bowman, Esq.|McDermott Will & Emery LLP|Washington,DC
  • Joan-Elisse Carpentier,Esq.|McDermott Will & Emery LLP|New York,NY
  • Peter Cotorceanu,Esq.|GATCA & Trusts Compliance Associates LLC|Zurich,Switzerland
  • Michelle B. Graham,Esq.|Withersworldwide|San Diego,CA
  • Andrew Haave, Esq.|Goldman Sachs|New York,NY
  • Michael Melbinger,Esq.|Winston & Strawn LLP|Chicago,IL
  • Darrick Mix, Esq.|Duane Morris LLP|Philadelphia,PA
  • Marcus Parker, Esq.|Genesis Trust & Corporate Services Ltd.|Cayman Islands
  • Carolyn Reers, Esq. |Wiggin and Dana LLP|Greenwich,CT
  • Gideon Rothschild, Esq.|Moses & Singer LLP New York,NY
  • Daniel Rubin, Esq.|Moses & Singer LLP |New York,NY
  • Dina Kapur Sanna, Esq.|Day Pitney,LLP |New York,NY
  • Mishkin Santa, Esq.|The Wolf Group,P.C.|Fairfax,Virginia
  • G. Warren Whitaker, Esq.|Day Pitney,LLP|New York,NY
  • Megan R. Worrell, Esq.|J.P. Morgan Private Bank|New York,NY
Cost group
Event Cost
US Dollars
350.00
STEP New York Members
US Dollars
350.00
NYSBA Members
US Dollars
325.00
International Law Section / Trusts & Estates Law Section Members
US Dollars
500.00
Non-Members
Contact
Kristin Beane
Add to Calendar 2020-10-08 00:00:00 2020-10-08 00:00:00 16th Annual International Estate Planning Institute - 8 October 2020 Venue: Virtual Topics to include: New Developments Transparency & Ethics Update: Where We Are Today and Where We Are Going/Update on IRS Forms, Compliance and OVDP Pre-Immigration Planning – Client Counseling Considerations Expatriation: Immigration and Tax A Legal Quandary: Skills/Counseling in Integrating U.S. Tax and Securities Laws for International Families Compensation and Tax Planning for the Foreign Executive Transferring to (and from) the United States: Equity Compensation, Deferred Compensation, and Retirement Plan Benefits  Asset Protection: Offshore vs. Onshore – Pros & Cons Foreign Trusts – Impact of Change of Residency and Citizenship of Grantor, Trustee or Beneficiary on the Trust Program Co-Chairs G. Warren Whitaker, Esq.|Day Pitney LLP | New York, NY Dina Kapur Sanna, Esq.|Day Pitney, LLP | New York, NY Megan R. Worrell, Esq.|J.P. Morgan Private Bank | New York, NY Steering Committee: Stanley A. Barg, Esq.|Kozusko Harris Duncan LLP|New York, NY Leigh-Alexandra Basha, Esq.|McDermott Will & Emery LLP|Washington, DC Ellen Kratzer|Fiduciary Trust International|New York, NY Gideon R. Rothschild, Esq.|Moses & Singer LLP|New York, NY Faculty Stanley A. Barg,Esq.|Kozusko Harris Duncan LLP|New York,NY Leigh-Alexandra Basha,Esq.|McDermott Will & Emery LLP|Washington,DC Scott Bowman, Esq.|McDermott Will & Emery LLP|Washington,DC Joan-Elisse Carpentier,Esq.|McDermott Will & Emery LLP|New York,NY Peter Cotorceanu,Esq.|GATCA & Trusts Compliance Associates LLC|Zurich,Switzerland Michelle B. Graham,Esq.|Withersworldwide|San Diego,CA Andrew Haave, Esq.|Goldman Sachs|New York,NY Michael Melbinger,Esq.|Winston & Strawn LLP|Chicago,IL Darrick Mix, Esq.|Duane Morris LLP|Philadelphia,PA Marcus Parker, Esq.|Genesis Trust & Corporate Services Ltd.|Cayman Islands Carolyn Reers, Esq. |Wiggin and Dana LLP|Greenwich,CT Gideon Rothschild, Esq.|Moses & Singer LLP New York,NY Daniel Rubin, Esq.|Moses & Singer LLP |New York,NY Dina Kapur Sanna, Esq.|Day Pitney,LLP |New York,NY Mishkin Santa, Esq.|The Wolf Group,P.C.|Fairfax,Virginia G. Warren Whitaker, Esq.|Day Pitney,LLP|New York,NY Megan R. Worrell, Esq.|J.P. Morgan Private Bank|New York,NY STEP New York and The New York State Bar Association STEP New York and The New York State Bar Association Europe/London public