step los angeles presents step international tax and ... la... · step international tax and estate...
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Topics IncludeAnti-Money Laundering & Tax
Transparency Challenges
Death of Foreign Grantor w/ U.S. Beneficiaries
Domesticating and Decanting a Foreign Trust
CRS & FATCA
International Private Banking
U.S. / Mexico
U.S. / United Kingdom
Canadian Estate Planning Developements
Estate Planning for Arts & Collectibles
Please visit www.step.org/branches/step-los-angeles for more information on STEP Los Angeles
EARLY-BIRD RATES Register by March 31, 2019 and pay $795
REGULAR RATES after March 31, 2019 $895 STEP Members | $995 Non-Members
Join us in Laguna Beach for another exciting experience where you will hear about the latest issues for international private client planning.
Presented by leading national and international speakers. Sessions will focus on key issues for your practice today. This conference includes broad ranging topics plus more focused topics from our specialist panels. There will also be networking opportunities, including breakfast and lunch on both days of the conference, as well as a welcome reception.
MCLE and CPE Continuing Education
Register at: www.RegPacks.com/STEPLAForum
STEP Los Angeles presents
STEP INTERNATIONAL TAX AND ESTATE PLANNING FORUM
Around The Globe in 2019 Thursday, May 9 & Friday, May 10, 2019
AT THE SURF & SAND RESORTBeautiful Oceanfront
Location
Laguna Beach, CA, USA
A special thank you to our Headline Sponsor:
SPECIAL THANKS TO OUR 2019 SPONSORSHEADLINE SPONSOR
____________________________________________________________________________________________SPEAKER DINNER SPONSOR WIFI SPONSOR
____________________________________________________________________________________________MEMORY STICK SPONSOR LANYARD SPONSOR DELEGATE BAG SPONSOR
___________________________________________________________________________________________EXHIBITOR SPONSORS
STEP INTERNATIONAL TAX AND ESTATE PLANNING FORUMAround the Globe in 2019Surf & Sand Resort | Laguna Beach, CA, USA – May 9 & 10 , 2019
Simon Beck, TEPBaker & McKenzie LLPNew York, NY
Stanley Barg, TEPKozusko Harris DuncanNew York, NY
Todd Beutler, TEPBMT InternationalHong Kong, China
Florentino CarreñoCuatrecasasMadrid, España
Stephen W. ClarkThe J. Paul Getty TrustLos Angeles, CA
Joseph A. Field, TEPPillsbury Winthrop Shaw Pittman LLPNew York, NY
Paul FrimmerLoeb & Loeb, LLPLos Angeles, CA
DISTINGUISHED FACULTY
, USA
___________________________________________________________________SPEAKERS
M. Katharine Davidson, TEPHenderson, Caverly & Pum LLP, San Diego, CASTEP USA Chair
Lawrence H. Heller, TEPGreenberg Traurig, LLP, Los Angeles, CAMember STEP USA Board of Director
_________________________________________________________________PROGRAM CO‐CHAIRS
Aureliano Gonzalez‐Baz, TEPBryan, González Vargas & González BazMexico City, Mexico
Lawrence Lipoff, TEPCohnReznickNew York, NY
Michael GordonGordon, Fournaris & Mammarella, P.A. Wilmington, DE
Simon Morgan, TEPVistra Trust Company (Jersey) LimitedSt Helier, Jersey
Margaret O’Sullivan, TEPO'Sullivan Estate LawyersToronto, Canada
Mark Summers, TEPCharles Russell SpeechlysZurich, Switzerland
Jean L. Tardy‐Vallernaud, TEPGainsborough Capital, LLCLos Angeles, CA
Bruce Zagaris, TEPBerliner Corcoran & RoweWashington, DC
STEP INTERNATIONAL TAX AND ESTATE PLANNING FORUM: Around the Globe in 2019 Conference Itinerary
DAY ONE
7:15 am BREAKFAST/EXHIBITS
8:15 am Pictet Presentation
9:00 am OPENING REMARKS
M. Katharine Davidson, TEP, STEP USA Chair, San Diego
Simon Morgan, TEP, STEP Worldwide Chair, Jersey
9:30 am Panel 1 – Anti‐Money Laundering and Tax Transparency New Challenges for Financial
Intermediaries in Globalized World
Bruce Zagaris, TEP, Washington, D.C.
10:30 am Panel 2 – What to do when the Foreign Grantor of a Foreign Trust Dies with U.S.
Beneficiaries
M. Katharine Davidson, TEP, STEP USA Chair, San Diego
Lawrence H. Heller, TEP, Los Angeles
Todd Beutler, TEP, Hong Kong
11:30 am Panel 3 – Domesticating and Decanting a Foreign Trust
Michael Gordon, Delaware
Stan Barg, TEP, New York
12:30 pm LUNCH
1:30 pm Panel 4 – CRS & FATCA, Benefits and Drawbacks for Foreigners Who Desire to Invest Their
Portfolios Through Structures Which Include a U.S. Trust, etc.
Aureliano Gonzalez, TEP, Mexico City
Mark Summers, TEP, Zurich
2:30 pm Panel 5 – Is the USA, the preeminent 21st century international trust jurisdiction?
Simon Beck, TEP, New York
3:30 pm NETWORKING BREAK
3:45 pm Panel 6 – And you Thought Climate Change Was a Big Deal? What is Happening in
the World of International Private Banking
Joseph A. Field, TEP, New York
Lawrence Lipoff, TEP, New York
5:00 pm RECEPTION
STEP INTERNATIONAL TAX AND ESTATE PLANNING FORUM: Around the Globe in 2019 Conference Itinerary
DAY TWO
8:00 am BREAKFAST & EXHIBITS
8:45 am OPENING REMARKS
Lawrence H. Heller, TEP, Los Angeles
9:00 am Panel 7 – Mexico (TBD)
Aureliano Gonzalez, TEP, Mexico City
Florentino Carreño, Madrid
10:00 am Panel 8 – UK (TBD)
Mark Summers, TEP, Zurich
Iain Younger, TEP, London
11:00 am NETWORKING BREAK
11:30 am Panel 9 – Current Canadian Estate Planning Developments
Margaret O’Sullivan, TEP, Canada
12:30 pm Panel 10 – Estate Planning for Arts & Collectibles (Working Buffet Lunch)
Jean L. Tardy‐Vallernaud, TEP, Los Angeles
Stephen Clark, Los Angeles
Paul Frimmer, Los Angeles
2:00 pm SPONSOR DRAWING & CLOSING REMARKS
Register online at: www.RegPacks.com/STEPLAForum
PROGRAM COMMITTEEWith special thanks to M. Katharine Davidson, of Henderson, Caverly & Pum LLP, and Lawrence H. Heller of Greenberg Traurig, LLP, for producing the STEP International Trust and Estate Planning Forum.
ABOUT THE ORGANIZERSSTEP is a unique professional body providing members with a local, national and international learning and business network for its members, who are professionals specializing in trusts and estates, executorship, administration and related taxes. For further information, visit www.step.org or email [email protected]
MEMBERSHIP INFORMATIONSTEP USA: STEP Los Angeles: [email protected] Thomas H. Kenney [email protected]
REGISTRATION FEES
Register online at: www.RegPacks.com/STEPLAForum
EARLY BIRD US$795 This rate applies when you register and pay by March 31 2019.
REGULAR RATE (After March 31, 2019) STEP Members US$895 Non-Members US$995
CANCELLATIONS/SUBSTITUTIONSCancellations must be received in writing by April 15, 2019 and will be subject to an administration charge of $200. It is regretted that cancellations made after that time will not be accepted and the delegate will be liable for the full conference fee. Substitutions may be made at any time provided the organizers are notified prior to the conference. Please contact [email protected] with any cancellations or substitutions.
TERMS AND CONDITIONSSTEP reserves the right to amend or cancel this course if the occasion necessitates. In such circumstances a full refund of any registration fee will be made but STEP shall accept no further liability. Prices may be subject to change. The delegate and firm are jointly and severally liable for payment of the fees due.
HOTEL ACCOMMODATIONSPreferential rates have been negotiated at Surf & Sand Resort, Laguna Beach, CA, www.surfandsandresort.com. These are available on a first-come first-served basis. To book, please call (888) 579-8544. Please make reference to “STEP Conference”.
STEP INTERNATIONAL TAX AND ESTATE PLANNING FORUMAround The Globe in 2019Surf & Sand Resort | Laguna Beach, CA, USA – May 9 & 10, 2019