19th Annual International Estate Planning Institute 2024 | STEP | 14 March 2024 | New York Hilton Midtown, 1335 6th Ave, New York, NY 10019

This 1.5-day event 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 their peers.

Topics will include:
• New developments
• Foreign trusts – using foreign partnerships to hold US assets, interplay with 663(b) and FAI planning
• Income tax treaties
• Family office – what a “family office” looks like; how to set them up; where they should be based; and what clients really need
• Foreign Exchange Control – learn the rules of the road when working with clients with assets in India and China
• Golden visa and mobility panel – learn about popular destinations our clients consider for additional residency and citizenship options; both how • to move and what taxes you may have to pay
• Private Placement Life Insurance (PPLI) – take a deeper dive into how PPLI is used in foreign trusts and pre-immigration planning.
• New Middle East structures and region update – new succession structures for Middle East families and new tax regimes
• International marriage and divorce
• Lawyers as gatekeepers – ethical considerations

2024 Speakers

Stephanie Auferil
Partner, Arkwood SCP

Leigh-Alexandra Basha
Partner, McDermott Will & Emery LLP

Alessandro Bavila
Partner, Maisto E Associati

Rosanne Bonnici
Partner, Fenech & Fenech Advocates

Robert D. Colvin
Principal, Robert D. Colvin & Associate

Glenn G. Fox
Principal Partner, Baker & McKenzie LLP

Kevin Lee
Partner, Stephenson Harwood

Perry A. Lerner
CEO, Crown Global Insurance Group, LLC

Ruth A. Mattson
Partner, Verrill Dana LLP

Dina Kapur Sanna
Partner, Day Pitney LLP

Zain Satardien
Counsel, Global Trade and Tax Law, Leader, Hourani & Partners

Sunita Singh-Dalal
Partner, Hourani & Partners

Megan R. Worrell
Managing Director, JPMorgan Private Bank

Marie-Therese Yates
Managing Director, JPMorgan Private Bank

2024 Sponsors

GOLD SPONSOR:
• Schroders

BRONZE SPONSORS:
• Commonwealth Trust Company
• Alti Tiedemann Global

SILVER SPONSORS:
• SDTC
• Willow Street
• JTC