Thursday, March 27 – Day 1
6:00 a.m. – 8:00 a.m.
Exhibitor set-up
7:30 a.m. – 8:30 a.m.
Registration
8:00 a.m. – 8:30 a.m.
Continental Breakfast
8:30 a.m. – 8:40 a.m.
Welcome/Intro/Announcements
8:40 a.m. – 9:30 a.m.
1. New Developments
Reshma Shah, Duane Morris, LLP, New York
Ruth A. Mattson, Verrill Dana, LLP, Boston
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit in Advisory Services
9:30 a.m. – 10:20 a.m.
2. Expatriation Planning: Greatest Hits
Eric M. Dorsch, Kozusko Harris Vetter Wareh Duncan LLP, New York
Daniel J. Bell, McDermott Will & Emery, LLP, Washington, D.C.
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit Taxation
10:20 a.m. – 10:45 a.m.
Break
10:45 a.m. – 12:00 p.m.
3. Proposed Foreign Trust Regulations: Bridging Compliance and Practicality
Dina Kapur Sanna, Day Pitney, LLP, New York
Kathryn H. Von Matthiessen, Katten Muchin Rosenman LLP, New York
Kevin Matz, ArentFox Schiff, New York
1.5 MCLE Credits in Areas of Professional Practice
1.5 CPE Credits in Taxation
12:00 p.m. – 1:30 p.m.
Lunch
1:30 p.m. – 2:20 p.m.
4. United Kingdom – A Whole New World
Clare Maurice, Maurice Turnor Gardner, London
Claire Weeks, Maurice Turnor Gardner, London
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit in Advisory Services
2:20 p.m. – 3:10 p.m.
5. It’s a Small, Small, Generous World: Giving Across International Borders
U.S. clients with charitable intentions frequently desire to extend their philanthropy across borders. But good intentions can have unanticipated complexity and unintended consequences. How to advise US clients to effectively achieve their charitable goals across borders – from grant making to foreign organizations to founding and operating an organization overseas.
Suzanne L. Schier, Levenfeld Pearlstein, LLC, Chicago
Amanda J. Stacey, Miller Thomson, Vancouver
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit in Taxation
3:10 p.m. – 3:35 p.m.
Break
3:35 p.m. – 4:50 p.m.
6. In Depth Discussion of Estate Tax Treaties
United States – Glenn G. Fox, Baker McKenzie, New York
United Kingdom – Sangna Chauhan, Charles Russell Speechlys, London
Canada – Rachel L. Blumenfeld, Aird & Berlis, Toronto
Germany – Christian Von Oertzen, Flick Gocke Schaumburg, Frankfurt
1.5 MCLE Credits in Areas of Professional Practice
1.5 CPE Credits in Taxation
4:50 p.m. – 5:00 p.m.
Wrap Up
5:00 p.m. – 6:30 p.m.
Cocktail Reception
Friday, March 28 – Day 2
7:30 a.m. – 8:30 a.m.
Registration
8:00 a.m. – 8:30 a.m.
Continental Breakfast
8:30 a.m. – 8:35 a.m.
Intro and Announcements
8:35 a.m. – 9:25 a.m.
7. Everything Everywhere All at Once: The Long Arc of Attribution
Carl A. Merino, Day Pitney, LLP, New York
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit in Advisory Services
9:25 a.m. – 10:15 a.m.
8. Reporting, Penalties & Recent Cases
Patrick W. Martin, Chamberlain Hrdlicka, San Antonio
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit in Taxation
10:15 a.m. – 10:40 a.m.
Break
10:40 a.m. – 11:30 a.m.
9. Purpose Trusts
This program will answer these questions:
•What is a purpose trust?
•What is steward ownership?
•How does state law govern the design of a purpose trust?
•Is a purpose trust a trust for federal income tax purposes?
•What alternative ownership structures are available for steward ownership?
•How to fund a purpose trust and raise capital for a business owned by a purpose trust.
Ellen K. Harrison, McDermott Will & Emery, LLP, Washington, D.C.
1.0 MCLE Credit in Areas of Professional Practice
1.0 CPE Credit in Taxation
11:30 a.m. – 12:20 p.m.
10. Practicing Across Jurisdictions
Alexis Hille, Farrer & Co., London
Jay D. Rosenbaum, Nixon Peabody, LLP, Boston
1.0 MCLE Credit in Ethics
1.0 CPE Credit in Taxation
12:20 p.m. – 12:25 p.m.
Wrap Up
