18th Annual International Estate Planning Institute

The New York State Bar Association and STEP New York are pleased to present the 18th Annual International Estate Planning Institute, which is back in-person for 2023.

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.

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.

This event will be presented in a hybrid format. The in-person format is now sold out. The virtual option is still available – please note the registration fee for both formats is the same.


Topics will include:

  • New developments
  • Sticky probate – Cross-border administration
  • LATAM panel: Colombia, Brazil and Chile
  • Foreign trusts – The art of onshoring: The tax and non-tax considerations when domesticating a foreign trust
  • U.S. – India planning
  • Charitable planning
  • Asset protection
  • Private family funds
  • U.S. – Canada planning
  • Ethical issues in international estate planning


11.5 MCLE Credits: 10.5 Areas of professional practice, 1.0 Ethics

Speakers include
  • Program Chair: Megan R. Worrell TEP, JPMorgan Private Bank
  • Program Chair: Dina Kapur Sanna TEP, Partner, Day Pitney LLP, New York, NY
  • Bijal Ajinkya TEP, Partner, Khaitan & Co., Mumbai, India
  • Leigh-Alexandra Basha TEP, Partner, McDermott Will & Emery LLP, Washington, DC
  • Eileen Heisman, CEO, National Philanthropic Trust, Jenkintown, PA
  • Sarah B. Jacobson, Partner, Day Pitney LLP, Miami, FL
  • Alana Petraske, Partner, Withersworldwide, New York, NY
  • Carolyn A. Reers TEP, Partner, Wiggin and Dana LLP, New York, NY
  • Rahul Sharma, Partner, Fasken, Toronto, Canada
  • Humberto Sanches TEP, Partner, Humberto Sanches & Associates, São Paulo, Brazil
  • Suzanne L. Shier TEP, Of Counsel, Levenfeld Pearlstein, Chicago, IL
  • Jaime del Valle, Partner, Fuensalida & del Valle, Santiago, Chile
  • Juan David Velasco TEP, Partner, Baker & McKenzie S.A.S., Bogotá, Columbia
  • STEP / NYSBA members – USD 1,795
  • Trusts and Estates Law Section and International Section members – USD 1,650
  • Non-member – USD 2,195

Gold sponsor

  • Schroders

Silver sponsors 

  • Crestbridge Fiduciary
  • Charities Aid Foundation
  • South Dakota Trust Company
  • JTC
  • IQEQ

Bronze sponsors

  • Commonwealth Trust Company
  • King Baudouin Foundation United States
Booking enquiries

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