15th Annual International Estate Planning Institute

The New York State Bar Association and The Society of Trust and Estate
Practitioners USA (STEP) are pleased to present the International Estate Planning
Institute CLE program and exposition. Now in its 15th year, the Institute delivers
high-level information and strategies necessary to advise both domestic and
international estate planning clients. This annual Institute addresses current
developments regarding cross-border planning with a U.S. component.

In addition to its high-level, practical instruction, this program features an
interactive format providing registrants with the opportunity to discuss
questions and network with faculty members and colleagues from around the
world. A luncheon on the first day of the Institute and an evening cocktail
reception will afford attendees opportunities for networking and visiting with
sponsors.

Sponsors and exhibitors of the International Estate Planning Institute will have the opportunity to network with leading trust and estate professionals, including:

  • Trust and Estate Attorneys

  • Tax Attorneys

  • Trust Officers

  • Investment Advisors

  • Bankers

  • Estate Planners

  • Bank Attorneys

  • Accountants

  • Financial Planners

15th Annual International Estate Planning Institute 

Crowne Plaza Times Square, Manhattan, 1605 Broadway and 49th, New York, NY 10019

Thursday and Friday March 14-15, 2019

Day 1: 8:30 a.m.- 5:30 p.m.

Day 2: 8:30 a.m.- 1:00 p.m.

*Schedule is subject to change

The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA) are pleased to present the 14th 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.