19th Annual International Estate Planning Institute

STEP New York and The New York State Bar Association are pleased to present the 19th Annual International Estate Planning Institute.

This 1.5-day event 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 their peers.

Please note registration for this event is on the New York State Bar Association (NYSBA) website, if you are not an NYSBA member you will need to create an account on their website in order to register.


Topics will include:

  • New developments
  • Foreign trusts – using foreign partnerships to hold US assets, interplay with 663(b) and FAI planning
  • Income tax treaties
  • Family office – what a “family office” looks like; how to set them up; where they should be based; and what clients really need
  • Foreign Exchange Control – learn the rules of the road when working with clients with assets in India and China
  • Golden visa and mobility panel – learn about popular destinations our clients consider for additional residency and citizenship options; both how to move and what taxes you may have to pay
  • Private Placement Life Insurance (PPLI) – take a deeper dive into how PPLI is used in foreign trusts and pre-immigration planning.
  • New Middle East structures and region update – new succession structures for Middle East families and new tax regimes
  • International marriage and divorce
  • Lawyers as gatekeepers – ethical considerations


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

Speakers include
  • Stephanie Auferil, Arkwood SCP
  • Leigh-Alexandra Basha, McDermott Will & Emery LLP
  • Alessandro Bavila, Maisto E Associati
  • Rosanne Bonnici, Fenech & Fenech Advocates
  • Robert D. Colvin, Robert D. Colvin & Associate
  • Glenn G. Fox, Baker & McKenzie LLP
  • Judi Galst, Henley & Partners
  • Michelle B. Graham, Withersworldwide
  • Andrew Haave, Goldman Sachs
  • Patrick Harney, Mishcon de Ryea LLP
  • Sarah B. Jacobson, Day Pitney LLP
  • Anshu Khanna, Nangia Andersen LLP
  • Kevin Lee, Stephenson Harwood
  • Perry A. Lerner, Crown Global Insurance Group, LLC
  • Ruth A. Mattson, Verrill Dana LLP
  • Elise J. McGee, McDermott Will & Emery LLP
  • Carl A. Merino, Day Pitney LLP
  • Chris Moorcroft, Harbottle & Lewis LLP
  • Carolyn A. Reers, Wiggin & Dana LLP
  • Cheyenne Reese, Legacy Tax + Trust Lawyers
  • Joshua S. Rubenstein, Katten Muchin Rosenman LLP
  • Nicola Saccardo, Charles Russell Speechlys
  • Dina Kapur Sanna, Day Pitney LLP
  • Zain Satardien, Hourani & Partners
  • Elisa Shevlin Rizzo, J.P. Morgan Private Bank
  • Sunita Singh-Dalal, Hourani & Partners
  • Alejandro Maniewicz Wins, Oberson Abels SA
  • Megan R. Worrell, JPMorgan Private Bank
  • STEP / NYSBA members – USD 1,995
  • Trusts and Estates Law Section and International Section members – USD 1,750
  • Non-member (of STEP or NYSBA) – USD 2,295

Gold sponsors

Schroders Wealth Management

Silver sponsors 

Sliver sponsors

Bronze sponsors

Bronze Sponsor



If you are interested in sponsoring this event please email [email protected]

Booking enquiries

For any booking enquiries please call the New York State Bar Association at 1-800-582-2452 or 518-463-3724.