Hosted by: STEP New York, STEP Mid Atlantic and The New York State Bar Association

Date: 12-13 March 2020

Venue: Crowne Plaza Hotel, Times Square, New York, USA

STEP and the New York State Bar Association and are pleased to present the 16th Annual International Estate Planning Institute. This much anticipated annual event brings together trust and estate practitioners, bankers and accountants from around the world to hear leaders in their fields exchange ideas and discuss developments regarding cross-border planning with a U.S. component.

View the Conference Agenda


Agenda includes:

  • Transparency & Ethics Update: Where We Are Today and Where We Are Going
  • Compliance, Forms and Offshore Voluntary Disclosure Program (OVDP)
  • New Developments
  • Foreign Trusts: Comings and Goings: Impact of Change of Residency and Citizenship of Grantor, Trustee or Beneficiary on the Trust
  • A Legal Quandary: Integrating U.S. Tax and Securities Laws for International Families
  • Cross Border Retirement Planning: Treatment of IRAs, 401(k)s, and Treaties for Dual Citizens/Residents
  • US – Canada: Planning for Canadians with US Connections (Beneficiaries and/or Investments) and Americans with Canadian Connections
  • U.S. Treatment of Non-Trust Structures: Fideicomisos, Stiftungs, Usufructs, Life Insurance Wrappers, and Anstalts
  • US-UK Planning: Planning for Americans with UK Connections and Vice Versa
  • Asset Protection: Offshore vs. Onshore
  • Pre-Immigration Planning
  • Expatriation: Immigration and Tax

View the full agenda and speakers


STEP Member - US$1,395
International Section/Trusts & Estates Law Section Members - US$1,350
NYSBA Members - US$1,395 
Non-Members - US$1,795


For any enquiries please contact:

Jeryl Pine at