Description
Total Credits: 12.5 (Professional Practice 11.5, Ethics 1.0)
The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA) are pleased to present the 13th Annual International Estate Planning Institute. Chaired by G. Warren Whitaker, this Institute 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 distinguished international panel will exchange ideas and discuss developments regarding international estate planning including:
• U.S. Taxation of Non-U.S. Persons, Foreign Trusts and Non-Citizen Spouses
• Private Placement Life Insurance: Legal and Practical Issues
• Complex Issues in Foreign Trusts
• Latest Developments in CRS and FATCA
• Current Topics in Canadian-U.S. Estate and Trust Planning
• Mexican-U.S. Estate Planning
• Practical Issues in Moving Trusts Offshore and Onshore
• U.S. SEC and Regulatory Issues for International Families
• PFIC/CFC/Subpart F
• Ethical Issues Regarding Offshore Accounts and Foreign Clients
Materials
| administrative-information (383.5 KB) | Available after Purchase | ||
| institute-agenda (58.3 KB) | Available after Purchase | ||
| complete-materials (18.6 MB) | Available after Purchase | ||
| day-1-topic-1-andersen-taxation-nonus-personspdf (240.6 KB) | Available after Purchase | ||
| day-1-topic-1-davidson-thinking-coming-american_advising-foreign-private-client-fundamentals-estate-gift-gst-tax-planning (694 KB) | Available after Purchase | ||
| day-1-topic-2-barg-rothschild-developments (4.1 MB) | Available after Purchase | ||
| day-1-topic-4-colvin-complex-issues-foreign-trusts (3.2 MB) | Available after Purchase | ||
| day-1-topic-4-sanna-complex-issues-foreign-trusts (369 KB) | Available after Purchase | ||
| day-1-topic-5-cotorceanu-latest-developments-crs-fatca (128.1 KB) | Available after Purchase | ||
| day-1-topic-6-berg-current-topics-canadianus-estate-trust-planning (574.7 KB) | Available after Purchase | ||
| day-1-topic-6-blumenfeld-current-topics-canadianus-estate-trust-planning (89.5 KB) | Available after Purchase | ||
| day-1-topic-6-cadesky-current-topics-canadianus-estate-trust-planningpdf (300.6 KB) | Available after Purchase | ||
| day-2-topic-1-pulido-mexicanus-estate-planning (978.6 KB) | Available after Purchase | ||
| day-2-topic-2-betley-murphy-practical-issues-moving-trusts-offshore-onshore (345 KB) | Available after Purchase | ||
| day-2-topic-2-betley-practical-issues-moving-trusts-offshore-onshore (2.7 MB) | Available after Purchase | ||
| day-2-topic-2-murphy-practical-issues-moving-trusts-offshore-onshore (651.8 KB) | Available after Purchase | ||
| day-2-topic-3-kahn-padgett-long-presentation-sec-regulatory-issues-international-familes (290 KB) | Available after Purchase | ||
| day-2-topic-3-kahn-padgett-short-presentation-sec-regulatory-issues-international-families (131.3 KB) | Available after Purchase | ||
| day-2-topic-4-alden-basha-pfic_cfc_subpart-f (1.1 MB) | Available after Purchase | ||
| day-2_topic-5-whitaker-ethical-issues-offshore-accounts (565.1 KB) | Available after Purchase | ||
| day-2-topic-5-whitaker-ethical-issues-offshore-accounts-foreign-clients (36.8 KB) | Available after Purchase | ||
| day-2-topic-5-zagaris-ethical-issues-offshore-accounts-foreign-clients (648.5 KB) | Available after Purchase | ||
| faculty-biographies (135.1 KB) | Available after Purchase | ||