Online On Demand
16th Annual International Estate Planning Institute (Part One)
- Old iMIS Number:
- VGG41
Materials
| Agenda (231.5 KB) | Available after Purchase | ||
| MCLE Verification Form (143.5 KB) | Available after Purchase | ||
| 1_Barg_New Developments_Oct 2020.pdf (1.4 MB) | Available after Purchase | ||
| 2_Reers_1_PowerPoint_Transparency and Ethics Update.pdf (245.7 KB) | Available after Purchase | ||
| 2_Reers_2_Table of Contents_Transparency and Ethics Update.pdf (124.6 KB) | Available after Purchase | ||
| 2_Reers_3_Outline_Transparency and Ethics Update.pdf (386.8 KB) | Available after Purchase | ||
| 2_Reers_4_EXHIBIT A - FATF Recommendations 2012.pdf (1.1 MB) | Available after Purchase | ||
| 2_Reers_5_EXHIBIT B - FATF Risk Based Approach for Legal Professionals.pdf (2.2 MB) | Available after Purchase | ||
| 2_Reers_6_EXHIBIT C - Legal Professional Privilege Discussion Paper.pdf (1 MB) | Available after Purchase | ||
| 2_Reers_7_EXHIBIT D - House Bill-116hr2513 passed 10-22-2019.pdf (349.9 KB) | Available after Purchase | ||
| 2_Reers_8_EXHIBIT E - ABA Formal Opinion 491.pdf (315.6 KB) | Available after Purchase | ||
| 2_Santa_PPT_Forms Compliance and OVDP_Final.pdf (2.2 MB) | Available after Purchase | ||
| 3_PPT_Bowman-Graham_Pre-Immigration Planning.pdf (487.9 KB) | Available after Purchase | ||
| 4_PPT_Expatriation_W Whitaker_October 2020.pdf (267.5 KB) | Available after Purchase | ||
| 4_PPT_Expatriation-Imm-Tax_Carpentier_Oct2.pdf (145.2 KB) | Available after Purchase | ||
| 4. STEP NY 2020 - The Magnificent Seven Exit Tax Planning Slides (316.2 KB) | Available after Purchase | ||
| 5_PPT_A Legal Quandary-SecuritiiesWorrell-Haave-Mix.pdf (485.4 KB) | Available after Purchase | ||
| 6_PPT_Intl-NRA Tax Planning_Melbinger.pdf (7.9 MB) | Available after Purchase | ||
| 7_Outline_Asset Protection Trusts_Rothschild-Rubin.pdf (495.2 KB) | Available after Purchase | ||
| 7_PPT_Asset Protection_Offshore v. Onshore APT_Sanna-Bowman.pdf (817.5 KB) | Available after Purchase | ||
| 8_PPT_Sanna-Bowman_Foreign Trusts.pdf (252.8 KB) | Available after Purchase | ||
| 8_Outline_Foreign Trusts_Sanna-Bowman.pdf (488.2 KB) | Available after Purchase | ||
| S1_PPT_South Dakota Trust_Jim Paladino-rev.pdf (384.2 KB) | Available after Purchase | ||
| S2_New York Private Trust_PowerPoint sponsor slideSTEP 2020.pdf (101.6 KB) | Available after Purchase | ||
| S4_Evercore_Brochure_Thomas Olchon.pdf (2.7 MB) | Available after Purchase | ||
| S5_Christiana Trust_Personal Trust Brochure_FULL.pdf (730.2 KB) | Available after Purchase | ||
| S6A_Commonwealth Trust_Sponsor slide (133.5 KB) | Available after Purchase | ||
| S6B1_RBC Global Trust Deck - STEP NYC.pdf (726.4 KB) | Available after Purchase | ||
| S6B2_RBC PPT and VIDEO_leave slide up at the end.pdf (110.1 KB) | Available after Purchase | ||
| S7A_Bridgeford Trust Company-Brochure materials.pdf (626.9 KB) | Available after Purchase | ||
| S7B_Deutsche Bank Sponsor Slide (85.3 KB) | Available after Purchase | ||
| S7B1_Deutsche Bank WM Fiduciary Capabilities.pdf (276.6 KB) | Available after Purchase | ||
| S7B2_Deutsche Bank_Boschini_Francesca_Bio.pdf (257.1 KB) | Available after Purchase | ||
| S7B3_Deutsche Bank_DBWM_Family Governance flyer_Sept2020_FINAL.PDF (53.4 KB) | Available after Purchase | ||
| S7B4_Deutsche Bank_DBWM_2020_US-Tax-Considerations_DIGITALMay2020 -FINAL.PDF (110.8 KB) | Available after Purchase | ||
| S7C_National Philanthrophic Trust Sponsor Slide (533.3 KB) | Available after Purchase | ||
| S7D1_Sterling Asset-Protection-Trusts-PDF.pdf (235.6 KB) | Available after Purchase | ||
| S7D2_Sterling Brochure_BIOs_StatesChart.pdf (3.6 MB) | Available after Purchase | ||
| S8A1_Alliance Trust Brochure vSTEP.pdf (437.6 KB) | Available after Purchase | ||
| S8A2_Alliance Trust Onesheet vSTEP.pdf (294.7 KB) | Available after Purchase | ||
| S8B1_Byrn Mawr Trust_NEWTAXLAW2June27.pdf (841.3 KB) | Available after Purchase | ||
| S8B2_Bryn Mawr Trust_10 Reasons_Aug29.pdf (781.1 KB) | Available after Purchase | ||
| Faculty Biographies (1.4 MB) | Available after Purchase | ||