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12th Annual International Estate Planning Institute (2016) (Audio Only)

Old iMIS Number:
80EF0

Description

 
Total Credits 15.0 Professional Practice
 
The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA) are pleased to present the 12th Annual International Estate Planning Institute. Chaired by G. Warren Whitaker, this Institute is a much anticipated annual program 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 distinguished international panel will exchange ideas and discuss
developments regarding international estate planning including:
 
• Identifying and Solving Problems in the Taxation of NRAs
• Foreign Trusts: Everything You Wanted to Know
• Pre-immigration Planning for a Move to the U.S.
• Issues in U.S./U.K. Estate and Tax Planning
• Proposed Regulations on Gifts by Expatriates and Other New Developments
• Planning for the Noncitizen Spouse: Tips and Traps
• Structuring for Cross-Border Investing Into and Out of the U.S.
• Cross-Border Issues in Prenuptial Agreements and Enforcement of Divorce Judgments
• Recent Developments in Offshore Trust Litigation
…plus regional updates!

 

Materials


Slides
Day 1 Topic 1 - Basha and Meerovitch - PowerPoint - Identifying and Solving Problems in the Taxation of NRAs Available after Purchase
Day 1 Topic 2 - Byrne & Hocking - PowerPoint - U.S. and Foreign Reporting to the IRS_FBAR_FATCA Available after Purchase
Day 1 Topic 3 - Kozusko & Barg - PowerPoint - Foreign Trusts_Everything You Wanted to Know Available after Purchase
Day 1 Topic 4 - LePree - PowerPoint - Preimmigration Planning for a Move to the US Available after Purchase
Day 1 Topic 4 - LePree - PowerPoint - Preimmigration Planning for a Move to the US Available after Purchase
Day 1 Topic 4 - LePree - PowerPoint - Preimmigration Planning for a Move to the US Available after Purchase
Day 1 Topic 4 - LePree - PowerPoint - Preimmigration Planning for a Move to the US Available after Purchase
Day 1 Topic 5 - White - PowerPoint - Issues with US & UK Estate and Tax Planning Available after Purchase
Day 1 Topic 6 - Viana - PowerPoint - Current Developments in Planning for Latin American Clients Available after Purchase
Day 2 Topic 1 - Tamler - PowerPoint - Planning for the Non-Citizen Spouse_Tips and Traps Available after Purchase
Day 2 Topic 2 - Leckie & Ziobrowski - PowerPoint - Structuring for Cross-Border Investing Into and Out of the US Available after Purchase
Day 2 Topic 3 - Jakob & Galligan - PowerPoint - Foundations and Stiftungen - Structure and U.S. Tax Available after Purchase
Day 2 Topic 4 - Bronstein - PowerPoint - Cross-Border Issues in Prenuptial Agreements and Enforecement of Divorce Judgments Available after Purchase
Day 2 Topic 5 - Frimston & Galligan - PowerPoint - Brussels IV and European Union Succession Available after Purchase
Day 2 Topic 6 - Simms - PowerPoint - Recent Developments in Offshore Trust Litigation Available after Purchase
Day 2 Topic 7 - Mabru - PowerPoint - Jurisdiction Update_Review of Regional Developments Available after Purchase
Day 2 Topic 7 - Linzen - PowerPoint - Jurisdiction Update - Review of Regional Developments Available after Purchase
Day 2 Topic 7 - White - PowerPoint - Jurisdiction Update - Review of Regional Developments Available after Purchase

Materials
Complete Course Materials Available after Purchase
Administrative Information Available after Purchase
Program Agenda Available after Purchase
Day 1 Topic 1 - Basha & Meerovitch - Material - Identifying and Solving Problems in the Taxation of NRAs Available after Purchase
Day 1 Topic 2 - Byrne - Outline - US and Foreign Reporting to the IRS Available after Purchase
Day 1 Topic 4 - LePree - Outline - Pre-immigration Planning for a Move to the US Available after Purchase
Day 1 - Topic 5 - White & Whitaker - Material - Issues in US & UK Estate and Tax Planning Available after Purchase
Day 1 Topic 7 - Barg & Rothschild - Material - Propsed Regulations on Gifts by Expatriots and Other New Developments Available after Purchase
Day 2 Topic 1 - Tamler - Outline - Planning for the Noncitizen Spouse - Tips and Traps Available after Purchase
Day 2 Topic 1 - Tamler - Article - Planning for the Noncitizen Spouse - Tips and Traps Available after Purchase
Day 2 Topic 2 - Ziobrowski & Leckie - Material - Structuring for Cross-Border Investing Available after Purchase
Day 2 Topic 3 - Jakob - Material - Foundations and Stiftungen - Structure and U.S. Tax Available after Purchase
Day 2 - Topic 3 - Galligan - Material - Foundations and Stiftungen - Structure and U.S. Tax Available after Purchase
Day 2 Topic 4 - Bronstein - Outline - Cross Border Issues in Prenuptial Agreements and Enforcements of Divorce Judgments Available after Purchase
Day 2 Topic 4 - Bronstein - Paper - Cross Border Issues in Prenuptial Agreements and Enforcements of Divorce Judgments Available after Purchase
Day 2 Topic 4 - Bronstein - Provisions - Cross Border Issues in Prenuptial Agreements and Enforcements of Divorce Judgments Available after Purchase
Day 2 Topic 5 - Galligan - Materials - Brussels IV and European Union Succession Available after Purchase
Day 2 Topic 7 - Mabru - Regulations - Jurisdiction Update - Review of Regional Developments Available after Purchase
Day 2 Topic 7 - Mabru - Leaflet - Jurisdiction Update - Review of Regional Developments Available after Purchase
Faculty Biographies Available after Purchase
Complete Course Materials (34.7 MB) Available after Purchase

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