17th Annual International Estate Planning Institute

The New York State Bar Association and STEP New York are pleased to present the virtual 17th Annual International Estate Planning Institute. 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 US component.

The virtual event will take place over two half-days from 31 March-1 April 2022 from 8.45-12.30 EST.


Topics will include:

  • New developments
  • Overview of transfer tax treaties: US-UK, US-Canada, US-Japan, US-France
  • Puerto Rico and US Virgin Islands
  • Foreign trusts: reconciling anti-deferral regimes with trust taxation
  • PTCs, foundations and comparison of trust jurisdictions
  • International disclosure update and ethics discussion

7.0 MCLE Credits: 6.0 Ethics and Professionalism,1.0 Ethics

View the full agenda


  • Stephanie Auferil TEP, Arkwood SCP, France
  • Christopher Byrne TEP, Christopher J. Byrne PLLC, New York, USA
  • Carolyn Reers TEP, Wiggin & Dana LLP, Connecticut, USA
  • Cheyenne Reese TEP, Legacy Tax + Trust Lawyers, Canada
  • Kevin L. Shepard, Venable LLP, Baltimore, Maryland, USA
  • Jennifer Smithson TEP, MacFarlanes, UK
  • Akane Suzuki TEP, Perkins Coie LLP, Seattle, Washington, USA
  • Megan R. Worrell TEP, JP Morgan Private Bank, New York, USA
  • Manuel (Nolin) Lopez-Zambrana, DLA Piper, Puerto Rico

View all speakers


  • STEP and NYSBA members - USD350
  • NYSBA Trusts and Estate Law Section and International Section members - USD325
  • Non-member - USD500

Register now



  • Trusts and Estates Law Section
  • International Section

Booking enquiries

For any booking enquiries please call the New York State Bar Association at 1-800-582-2452