STEP INTERNATIONAL TAX AND ESTATE PLANNING FORUM Thursday, May 4 & Friday, May 5, 2017 Presented by STEP Los Angeles REGISTER BY APRIL 8 AND PAY ONLY $795 Rates after April 8, 2017 increase to $895 STEP Members / $995 Non-Members Welcome to the STEP International Tax and Estate Planning Forum in Laguna Beach where the latest issues for international private client planning will be discussed. Presented by leading national and international speakers, sessions will focus on important key issues for your practice today. Networking lunches on each day of the conference and a networking reception are included in the rate. MCLE and CPE Continuing Education Topics Include Global Tax Transparency and the Need for Effective Dialogue with Onshore Governments - Welcome to the New World featuring Philip Marcovici TEP, Hong Kong Tax Planning for Private Clients in a Changing World featuring Michael Cadesky TEP, Canada International Enforcement Cooperation on Tax and Related Matters in a Trump Era featuring Bruce Zagaris TEP, Ethical Issues for the International Private Client Advisor AT THE SURF & SAND RESORT Privacy, Transparency and Wealth Planning for Today s International Client Laguna Beach, CA A special thank you to our Headline Sponsor: Register at: www.regonline.com/step2017
SPECIAL THANKS TO OUR 2017 SPONSORS HEADLINE SPONSOR COCKTAIL RECPTION SPONSOR NETWORKING BREAKS SPONSOR SPEAKER DINNER SPONSOR LUNCH SPONSORS DELEGATE BAG SPONSOR MEMORY STICK SPONSOR LANYARD SPONSOR Open WIFI SPONSOR SPEAKER GIFTS SPONSOR Open EXHIBITOR SPONSORS
STEP INTERNATIONAL TAX AND ESTATE PLANNING FORUM Surf & Sand Resort Laguna Beach, CA May 4 & 5, 2017 DAY ONE: THURSDAY, MAY 4 7:00 am CONTINENTAL BREAKFAST AND REGISTRATION EXHIBITS OPEN 8:00 am Pictet North America Advisors SA Special Presentation 8:30 am Opening Remarks M. Katharine Davidson TEP, STEP USA Chair 8:50 am Keynote Tax Planning for Private Clients in a Changing World Michael Cadesky TEP, Canada 9:20 am Panel 1 International Enforcement Cooperation on Tax and Related Matters in a Trump Era Bruce Zagaris TEP, 10:20 am NETWORKING BREAK 10:45 am Panel 2 Special Issues Involved in Cross Border Family and Marital Disputes Chair: Stephen A. Kolodny, Beverly Hills Panelists: Caroline Holley, London 11:45 am Panel 3 - Understanding the Real Needs of Wealth Owning Families Connected to Asia: Focus on Greater China and Links with U.S. Chair: Philip Marcovici TEP, Hong Kong Panelists: Alan W. Granwell TEP, Joy Chang TEP, San Diego 12:45 pm LUNCH 2:00 pm Panel 4 Ethics and the International Advisor Chair: Rufus v. Rhoades, Los Angeles Panelists: Cynthia D. Brittain, Santa Barbara Mark Summers TEP, Zurich 3:00 pm Panel 5 - Practical and Technical Issues for the Immigrating Client: Income Tax, Transfer Tax and Immigration Chair: M. Katharine Davidson TEP, San Diego & Los Angeles Panelists: Michael Pfeifer TEP, Washington D.C. Stephen Trow, Washington D.C. 4:00 pm NETWORKING BREAK 4:30 pm Panel 6 The Art Market 2017: Issues & Red Flags for Collectors and Their Professional Advisors Chair: Jean Tardy-Vallernaud TEP, Los Angeles Panelists: Ronald D. Spencer, New York Stephen W. Clark, Los Angeles 5:30 pm RECEPTION 8:00 pm DINNER ON YOUR OWN IN LAGUNA BEACH
Register online at: www.regonline.com/step2017 DAY TWO: FRIDAY, MAY 5 8:00 am CONTINENTAL BREAKFAST AND REGISTRATION EXHIBITS OPEN 8:55 am Opening Remarks Lawrence H. Heller TEP, Former U.S. Council Representative for STEP Worldwide 9:00 am Keynote Global Tax Transparency and the Need for Effective Dialogue with Onshore Governments Welcome to the New World! Philip Marcovici, Hong Kong 10:00 am Panel 7 Challenges of Cross-Border Trust and Estate Administration Chair: Michael W. Galligan TEP, New York Panelist: Mark Summers TEP, Zurich 11:00 am NETWORKING BREAK 11:30 am Panel 8 Advanced Planning for the U.S. Beneficiaries of Foreign Trusts: Technical Session by a Panel of U.S. Tax Practitioners Chair: Lawrence H. Heller TEP, Los Angeles Panelists: Carlyn S. McCaffrey, New York Ellen Harrison TEP, Washington, DC 12:30 pm LUNCH 1:30 pm Panel 9 Does My Family Need Family Governance or a Family Office? Chair: Joseph Kellogg TEP, Miami Panelists: Michael Patrick, London Martin E. Lybecker, 2:30 pm Panel 10 Exchanging Information by Fair Means or Foul: The Impact on Wealth Planning and Structures for International Private Clients Chair: Mark Summers, TEP, Zurich Panelists: Michael J.A. Karlin TEP, Beverly Hills Philip Marcovici TEP, Hong Kong 3:30pm NETWORKING BREAK 4:00 pm Panel 11 U.S. / Canada: U.S. New Canadian-style Deemed Disposition Rules: Put on Your Income Tax Hat Chair: Michael Cadesky TEP, Canada Panelists: Ed Northwood TEP, Pasadena Norman H. Lane, Los Angeles 5:00 pm SPONSOR DRAWINGS, FINAL REMARKS AND CLOSE
STEP INTERNATIONAL TAX AND ESTATE PLANNING FORUM Surf & Sand Resort Laguna Beach, CA May 4 & 5, 2017 DISTINGUISHED FACULTY PROGRAM CO-CHAIRS M. Katharine Davidson TEP STEP USA Chair San Diego and Los Angeles Lawrence H. Heller TEP Past U.S. Council Representative for STEP Worldwide, Los Angeles SPEAKERS/PANELISTS Cynthia D. Brittain TEP Northern Trust Santa Barbara, CA Michael Cadesky TEP Cadesky Tax Ontario, Canada Joy Chang TEP Withers Bergman LLP San Diego, CA Stephen W. Clark The J. Paul Getty Trust Michael W. Galligan TEP Phillips Nizer LLP New York, NY Alan W. Granwell TEP Sharp Partners P.A. Ellen Harrison TEP McDermott Will & Emery Caroline Holley Farrer & Co. London, United Kingdom Michael J. A. Karlin TEP Karlin & Peebles, LLP Joseph Kellogg TEP WE Family Offices Miami, FL Stephen A. Kolodny Kolodny Law Group Beverly Hills, CA Norman H. Lane Greenberg Traurig, LLP Martin E. Lybecker Perkins Coie LLP Philip Marcovici TEP Offices of Philip Marcovici Hong Kong, China Carlyn S. McCaffrey McDermott Will & Emery New York, NY Edward C. Northwood TEP Ed Northwood and Associates Buffalo, NY Michael Patrick TEP Farrer & Co. London, United Kingdom Michael G. Pfeifer TEP Caplin & Drysdale, Chartered Rufus v. Rhoades Rufus Rhoades International Tax Attorney Pasadena, CA Ronald D. Spencer Carter Ledyard & Milburn LLP New York, NY Mark Summers TEP Charles Russell Speechlys Zurich, Switzerland Jean L. Tardy-Vallernaud TEP Gainsborough Capital, LLC Stephen Trow Trow & Rahal, P.C. Bruce Zagaris TEP Berliner Corcoran & Rowe For sponsorship opportunities please contact Roxann M. Mehle at mehler@gtlaw.com
STEP INTERNATIONAL TAX AND ESTATE PLANNING FORUM Surf & Sand Resort Laguna Beach, CA May 4 & 5, 2017 REGISTRATION FEE Register online at: www.regonline.com/step2017 EARLY BIRD (BEFORE APRIL 8, 2017) $795 RATE AFTER APRIL 8, 2017 STEP Members US $895 Non-Members US $995 CANCELLATIONS/SUBSTITUTIONS Cancellations must be received in writing by April 19, 2017 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 mehler@gtlaw.com with any cancellations or substitutions. TERMS AND CONDITIONS STEP 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 ACCOMMODATIONS Preferential 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. Register online at: www.regonline.com/step2017 PROGRAM COMMITTEE With special thanks to Lawrence H. Heller of Greenberg Traurig, LLP, and M. Katharine Davidson, of Henderson, Caverly, Pum & Charney LLP for producing the STEP International Trust and Estate Planning Forum. ABOUT THE ORGANIZERS The Society of Trust and Estate Practioners (STEP) 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 step@step.org MEMBERSHIP INFORMATION STEP USA: usa@step.org STEP Los Angeles: Thomas H. Kenney tkenney@ftci.com