AGENDA

Thursday

Timing

Type

Topic

Speaker

8:00-9:00

General Audience

BDIT/678 Planning

Michael Mulligan – Lewis Rice

9:00-10:00

General Audience

Advanced PPLI Planning
Robert Dietz – Bernstein

10:00-10:30

Break

10:30-12:30

Master Class

A-Z Family Office Structure Considerations
U.S. and International Tax, Cultural, Governance

Christine Quigley – ArentFox Schiff
Nicola Sarcardo – CRS
Erica Lord – BNY Mellon

12:30-12:45

Break

12:45-2:00

Lunch Event

Hot Topics in Estate Planning

Andy Katzenstein – Proskauer Rose

2:00-2:30

Break

2:30-3:30

General Audience

U.S. – Mexico Planning

Enrique Hernandez – Procopio
Maria Otero – Karlin & Peebles

3:30-5:00

Special Master Class Event

International Tax Planning

Shudan Zhou – Norton Rose
Alex Lu – Grandall Law
Clarissa Cole – Andersen
Cynthia D. Brittain – Karlin & Peebles, Moderator
John Barnett – Burges Salmon LLP

5:00-5:15

Break

5:15-6:15

General Audience
Corporate Transparency Act

Daniel Frajman – Spiegel Sohmer
Steve Boyd – Northern Trust

6:15-7:15

Reception

Friday

Timing

Type

Topic

Speaker

8:00-9:00

General Audience

Bumping It Up a Notch – Selected Advanced Generation Skipping Tax Issues
Planning in the high interest rate environment

Jere Doyle – BNY Mellon

9:00-10:00

General Audience

Asset Protection and
Trust Drafting

Michael Gordon – Gordon, Fournaris & Mammarella, PA

10:00-10:30

Break

10:30-12:30

Master Class

International Estate Admininstration, Foreign Estate Election, International Probate

Cindy Brittain – Karlin & Peebles
Clarissa Cole – Andersen

12:30-12:45

Break

12:45-2:00

Lunch Event

John Immigration Updates
John Sandweg

John Sandweg – Nixon Peabody

2:00-2:30

Break

2:30-3:30

General Audience

U.S.-U.K. Estate Planning
Drafting U.S. Trust
Uniform Trust Act Application

John Barnett – Burges Salmon LLP
Maria Otero – Karlin & Peebles

3:30-5:00

Special Master Class Event

Modern Families & Trusts, Forced Heirship, Investing Multi-Jurisdication and Beneficiaries, Managing UNI and DNI, and Retaining Legacy Advisors

Nicola Sarcardo – CRS
Ashley Fife – Bermuda
Thomas Frank – Whittier
Megan R. Worrell – JP Morgan
Shudan Zhou – Norton Rose

5:00-5:15

Break

5:15-6:15

General Audience

Selling Celebrity Items at Auction
Leslie Wright – Bonhams

Saturday

Timing

Type

Topic

Speaker

8:00-9:00

General Audience

Ethics
Globalization of Enforcement

Maria Otero

9:00-10:00

General Audience

Recurring Ethical Issues

Kevin Moore – KJMLAW Partners

10:00-11:00

General Audience

Ethics and Bias in Valuations – What you need to know
Carsten Hoffmann, ASA

12:00

Duffy Boat Ride/Lunch
Closing Thoughts/Networking

Title Sponsor

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