Skip to main content
CD

12th Annual International Estate Planning Institute (2016)


Old iMIS Number:
DEF04


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