18th Annual International Estate Planning Institute 2023 | New York State Bar Association | 30 March 2023 | Ease Hospitality, 299 Park Ave, New York, NY 10105, USA

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 luncheon on the first day of the Institute and an evening cocktail reception will afford attendees opportunities for networking and enjoying the company of your peers.

This two-day 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. This meeting will be presented in a hybrid format. You have the option to attend in person or virtually. You can select your preference during the registration process. Please note that the registration fee is the same, regardless of the format you choose. For those who will be attending the meeting in person, there will be plenty of networking time, permitting you to pose questions to the faculty, compare notes with fellow practitioners in the legal, banking and accounting fields and visit with sponsors. A luncheon on the first day of the Institute and an evening cocktail reception will afford attendees opportunities for networking and enjoying the company of your peers. This advanced-level program offers up to 11.5 MCLE Credits

Topics will include:

• New developments
• Sticky probate – Cross-border administration
• LATAM panel: Colombia, Brazil and Chile
• Foreign trusts – The art of onshoring: The tax and non-tax considerations when domesticating a foreign trust
• U.S. – India planning
• Charitable planning
• Asset protection
• Private family funds
• U.S. – Canada planning
• Ethical issues in international estate planning

2023 Speakers

CO-CHAIRS:

Megan R. Worrell
Managing Director, J.P. Morgan Private Bank

Dina Kapur Sanna
Partner, Day Pitney LLP

SPEAKERS:

Bijal Ajinkya
Partner, Khaitan & Co.

Andrew S. Auchincloss
Partner, Schlesinger Lazetera & Auchincloss LLP

Leigh-Alexandra Basha
Partner, McDermott Will & Emery LLP

Simon P. Beck
Partner and Chair of the North America Wealth Management Group, Baker & McKenzie LLP

Rodrigo Castillo-Cottin
Partner, Rimon Law

Marcel Imery
Director of Business Development, JTC Group

Jaime del Valle
Partner, Fuensalida & del Valle

Carly Doshi
Managing Director, J.P. Morgan

Glenn G. Fox
Partner, Baker & McKenzie LLP

Michael M. Gordon
Director, Gordon, Fournaris & Mammarella, P.A.

Eileen Heisman
President and CEO, National Philanthropic Trust

Sarah B. Jacobson
Attorney, Day Pitney LLP

Max Kremer
Partner, Arendt & Medernach SA

Alan Milgate
Senior Partner, Rawlinson & Hunter LLP

Alana Petraske
Partner, Charities & Philanthropy, Withersworldwide

Carolyn A. Reers
Partner, Wiggin and Dana LLP

Humberto Sanches
Humberto Sanches e Associados

Suzanne L. Shier
Of Counsel, Levenfeld Pearlstein, LLC

Rahul Sharma
Partner, Fasken

Karen Tan
Managing Director and the Head of Wealth Advisory Group for Southeast Asia, J.P. Morgan Private Bank

2023 Sponsors

• STEP

GOLD SPONSOR:
• Schroders

SILVER SPONSORS:
• Crestbridge Fiduciary
• JTC
• SDTC
• CAF
• IQEQ

BRONZE SPONSORS:
• King Baudouin Foundation United States | Give2Asia
• Commonwealth Trust Company

SPEAKERS' DINNER SPONSOR:
• FTI