14th Annual International Estate Planning Institute - STEP New York - March 2018

A distinguished international panel assembled to exchange ideas and discuss developments in international estate planning. Book early to avoid disappointment.

Full Conference Agenda (PDF 1MB)

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  • NRAs and US Transfer Taxes: When They Apply and How to Avoid Them
  • New Developments: Tax Cuts and Jobs Act, CRS and U.S. Trusts
  • Foreign Trusts Redux: Latent Opportunities and Patent Pitfalls
  • Japan: Transfer and Income Taxes and Trusts for Japanese Citizens and Residents
  • The Border with No Wall: Canadians Investing, Moving to or with Children in the U.S.
  • Directed Trusts and the New Uniform Directed Trust Act
  • FIRPTA and U.S. Residential and Investment Properties
  • Trust Planning (QDOT and Other) for U.S. Citizens Residing Abroad
  • Cross-Border Couples
  • How Different Jurisdictions Address Ethical Issues


  • Richard Anderson,Wilmer Cutler Pickering Hale and Dorr LLP, USA
  • Stanley A. Barg TEP, Kozusko Harris Duncan, USA
  • Leigh-Alexandra Basha TEP, McDermott Will and Emery LLP, USA
  • Robert Colvin TEP, Robert D. Colvin & Associates, USA
  • Delphine Eskenazi, Libra-Avocats, France
  • Joseph Field TEP, Withers Bergman LLP, USA
  • Hope Krebs, Duane Morris LLP, USA
  • Carl Merino, Day Pitney LLP, USA
  • Marnin Michaels TEP, Baker & McKenzie, Switzerland
  • Tomoko Nakada, Hokusei Law Office PC, Japan
  • John Riches TEP, RMW Law LLP, Withers LLP, UK
  • Elie Roth TEP, Davies Ward Phillips & Vineberg LLP, Canada
  • Gideon Rothschild TEP, Moses & Singer LLP, USA
  • Dina Kapur Sanna TEP, Day Pitney LLP
  • Sharon Ser, Withers LLP, Hong Kong
  • Robert H. Sitkoff, John L. Gray Professor of Law, Harvard Law School
  • Beth D. Tractenberg TEP, Steptoe & Johnson LLP, USA
  • G. Warren Whitaker TEP, Day Pitney LLP, USA
  • Megan Worrell TEP, Duane Morris LLP, USA

Delegate fee

NYSBA & STEP Members: USD995 
NYSBA International Section Member: USD845 
NYSBA Trusts & Estates Section Member: USD845
Non-Member: USD1195

MCLE Information
10.5 MCLE Credits: 9.5 Professional Practice; 1 Ethics

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Crowne Plaza Times Square
1605 Broadway and 49th
New York, NY 10019

Traditional King Room: USD275
Traditional Double Room: USD295
Rooms are available on a first-come basis until Wednesday, 21 February 2018.
Reservations should be made directly with Crowne Plaza reservations at 1-888-233-9527 or by visiting their website 


For exhibition and sponsorship enquiries please contact Jeryl Pine: Jeryl.pine@step.org