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Publications Events

13th Annual International Estate Planning Institute

March 23, 2017

Crowne Plaza Hotel

March 23-24 - Warren Whitaker will be Program Chair of the 13th Annual International Estate Planning Institute at the Crowne Plaza Hotel in New York, NY. Warren has chaired the event every year since its inception. The two-day event will cover the latest ideas and developments within international estate planning and will equip participants with the insights and connections to develop their business in 2017. In addition to Warren, speakers will include Dina Kapur Sanna and Greg Kahn of Day Pitney. Dina will be a panel speaker of a program during the event, titled, "Complex Issues in Foreign Trusts," which will discuss hidden dangers of the accidental foreign trust, hybrid domestic foreign trusts and Section 645 Elections with foreign trusts & foreign estates, among other topics. Greg will be co-presenting a panel discussion titled, "U.S., SEC and Regulatory Issues for Advisors to International Families." The MCLE event is sponsored by STEP New York, STEP Mid Atlantic and The New York State Bar Association. For more information, please visit:

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