16th Annual International Estate Planning Institute - 8 October 2020
Host group
Host Left
Event Type
Conference
Date
Venue: Virtual
Topics to include:
- New Developments
- Transparency & Ethics Update: Where We Are Today and Where We Are Going/Update on IRS Forms, Compliance and OVDP
- Pre-Immigration Planning – Client Counseling Considerations
- Expatriation: Immigration and Tax
- A Legal Quandary: Skills/Counseling in Integrating U.S. Tax and Securities Laws for International Families
- Compensation and Tax Planning for the Foreign Executive Transferring to (and from) the United States: Equity Compensation, Deferred Compensation, and Retirement Plan Benefits
- Asset Protection: Offshore vs. Onshore – Pros & Cons
- Foreign Trusts – Impact of Change of Residency and Citizenship of Grantor, Trustee or Beneficiary on the Trust
Program Co-Chairs
- G. Warren Whitaker, Esq.|Day Pitney LLP | New York, NY
- Dina Kapur Sanna, Esq.|Day Pitney, LLP | New York, NY
- Megan R. Worrell, Esq.|J.P. Morgan Private Bank | New York, NY
Steering Committee:
- Stanley A. Barg, Esq.|Kozusko Harris Duncan LLP|New York, NY
- Leigh-Alexandra Basha, Esq.|McDermott Will & Emery LLP|Washington, DC
- Ellen Kratzer|Fiduciary Trust International|New York, NY
- Gideon R. Rothschild, Esq.|Moses & Singer LLP|New York, NY
Faculty
- Stanley A. Barg,Esq.|Kozusko Harris Duncan LLP|New York,NY
- Leigh-Alexandra Basha,Esq.|McDermott Will & Emery LLP|Washington,DC
- Scott Bowman, Esq.|McDermott Will & Emery LLP|Washington,DC
- Joan-Elisse Carpentier,Esq.|McDermott Will & Emery LLP|New York,NY
- Peter Cotorceanu,Esq.|GATCA & Trusts Compliance Associates LLC|Zurich,Switzerland
- Michelle B. Graham,Esq.|Withersworldwide|San Diego,CA
- Andrew Haave, Esq.|Goldman Sachs|New York,NY
- Michael Melbinger,Esq.|Winston & Strawn LLP|Chicago,IL
- Darrick Mix, Esq.|Duane Morris LLP|Philadelphia,PA
- Marcus Parker, Esq.|Genesis Trust & Corporate Services Ltd.|Cayman Islands
- Carolyn Reers, Esq. |Wiggin and Dana LLP|Greenwich,CT
- Gideon Rothschild, Esq.|Moses & Singer LLP New York,NY
- Daniel Rubin, Esq.|Moses & Singer LLP |New York,NY
- Dina Kapur Sanna, Esq.|Day Pitney,LLP |New York,NY
- Mishkin Santa, Esq.|The Wolf Group,P.C.|Fairfax,Virginia
- G. Warren Whitaker, Esq.|Day Pitney,LLP|New York,NY
- Megan R. Worrell, Esq.|J.P. Morgan Private Bank|New York,NY
Cost group
Event Cost
US Dollars
350.00
STEP New York Members
US Dollars
350.00
NYSBA Members
US Dollars
325.00
International Law Section / Trusts & Estates Law Section Members
US Dollars
500.00
Non-Members
Contact
Add to Calendar
2020-10-08 00:00:00
2020-10-08 00:00:00
16th Annual International Estate Planning Institute - 8 October 2020
Venue: Virtual
Topics to include:
New Developments
Transparency & Ethics Update: Where We Are Today and Where We Are Going/Update on IRS Forms, Compliance and OVDP
Pre-Immigration Planning – Client Counseling Considerations
Expatriation: Immigration and Tax
A Legal Quandary: Skills/Counseling in Integrating U.S. Tax and Securities Laws for International Families
Compensation and Tax Planning for the Foreign Executive Transferring to (and from) the United States: Equity Compensation, Deferred Compensation, and Retirement Plan Benefits
Asset Protection: Offshore vs. Onshore – Pros & Cons
Foreign Trusts – Impact of Change of Residency and Citizenship of Grantor, Trustee or Beneficiary on the Trust
Program Co-Chairs
G. Warren Whitaker, Esq.|Day Pitney LLP | New York, NY
Dina Kapur Sanna, Esq.|Day Pitney, LLP | New York, NY
Megan R. Worrell, Esq.|J.P. Morgan Private Bank | New York, NY
Steering Committee:
Stanley A. Barg, Esq.|Kozusko Harris Duncan LLP|New York, NY
Leigh-Alexandra Basha, Esq.|McDermott Will & Emery LLP|Washington, DC
Ellen Kratzer|Fiduciary Trust International|New York, NY
Gideon R. Rothschild, Esq.|Moses & Singer LLP|New York, NY
Faculty
Stanley A. Barg,Esq.|Kozusko Harris Duncan LLP|New York,NY
Leigh-Alexandra Basha,Esq.|McDermott Will & Emery LLP|Washington,DC
Scott Bowman, Esq.|McDermott Will & Emery LLP|Washington,DC
Joan-Elisse Carpentier,Esq.|McDermott Will & Emery LLP|New York,NY
Peter Cotorceanu,Esq.|GATCA & Trusts Compliance Associates LLC|Zurich,Switzerland
Michelle B. Graham,Esq.|Withersworldwide|San Diego,CA
Andrew Haave, Esq.|Goldman Sachs|New York,NY
Michael Melbinger,Esq.|Winston & Strawn LLP|Chicago,IL
Darrick Mix, Esq.|Duane Morris LLP|Philadelphia,PA
Marcus Parker, Esq.|Genesis Trust & Corporate Services Ltd.|Cayman Islands
Carolyn Reers, Esq. |Wiggin and Dana LLP|Greenwich,CT
Gideon Rothschild, Esq.|Moses & Singer LLP New York,NY
Daniel Rubin, Esq.|Moses & Singer LLP |New York,NY
Dina Kapur Sanna, Esq.|Day Pitney,LLP |New York,NY
Mishkin Santa, Esq.|The Wolf Group,P.C.|Fairfax,Virginia
G. Warren Whitaker, Esq.|Day Pitney,LLP|New York,NY
Megan R. Worrell, Esq.|J.P. Morgan Private Bank|New York,NY
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