International Estate Planning Institute Agenda
Wednesday, March 25, 2026
WELCOME EVENT
6:00 - 8:00 pm Pre-Institute Cocktail at Phillips
An exclusive event for Institute Registrants, STEP NY Members and STEP USA Board Members
Thursday, March 26, 2026 – 7 Credits
FULL DAY INSTITUTE WITH COCKTAIL
8:00 am – 8:30 am Continental Breakfast
8:30 am – 8:40 am Intro and Announcements
8:40 am – 9:55 am New Developments (1.5 Credits)
Thomas Giordano-Lascari (Greenberg Glusker, Los Angeles, CA)
Reshma Shah (Duane Morris LLP, New York, NY)
9:55 am – 10:45 am Deep Dive into IRC Section 2801 (1 Credit)
Daniel Gespass (Andersen, Washington DC)
10:45 am – 11:10 am Break
11:10 am – 12:00 pm Masterpieces and Money: Things to Consider When Art is on the Balance Sheet (1 Credit)
Diana Wierbicki (Loeb & Loeb LLP, New York, NY)
Tash Perrin (Christie’s Auction House, New York, NY)
12:00 pm – 1:30 pm Lunch
1:30 pm – 2:20 pm US-Mexico Planning (1 Credit)
Michelle Graham (Greenberg Traurig, San Diego, CA)
Ricardo León Santacruz (Garrigues, Monterrey, Mexico)
2:20 pm – 3:10 pm U.K. Planning – One Year Later (1 Credit)
Emma Gillies (Forsters, London, UK)
Austin Bramwell (Milbank, New York, NY)
3:10 pm – 3:35 pm Break
3:35 pm – 4:50 pm Multinational Families and Migration of Key Stakeholders:
What happens when settlor, trustee, beneficiary or owner moves to a new jurisdiction (1.5 Credits)
Dina Kapur Sanna (Day Pitney, New York, NY)
Iñigo Aguirrezabala (Cuatrecasas , Barelona, Spain)
Paul Gibney (Thorsteinssons, Toronto, Canada)
4:50 pm – 5:00 pm Wrap Up Day One
5:00 pm – 6:30 pm Cocktails
Friday, March 27, 2026 – 4 Credits
HALF-DAY INSTITUTE
8:00 am – 8:30 am Continental Breakfast
8:30 am – 8:35 am Intro and Announcements
8:35 am – 9:25 am Navigating Civil Law Usufruct/Bare Ownership Arrangements as a U.S. Tax Professional (1 Credit)
Jenny Longman (Patterson Belknap Webb & Tyler LLP, New York, NY)
Fanny Karaman (Kozusko Harris Duncan, New York, NY)
9:25 am – 10:15 am Virtual Value, Real Regulations: Challenges in the Digital Asset Space (1 Credit)
James Cundiff (McDermott Will & Schulte, Chicago, IL)
Marcus Niermann (P+P Pöllath + Partners, Berlin, Germany)
10:15 am – 10:40 am Break
10:40 am – 11:30 am Incapacity Across Borders (1 Credit)
Julia Abrey (Withers, London, UK)
Stuart C. Bear (Chestnut Cambronne, Minneapolis, MN)
11:30 am – 12:20 pm The Ethical Landscape: Navigating Global Standards (1 Credit, Ethics)
Moderator – Megan R. Worrell (JP Morgan, New York, NY)
Marcus Niermann (P+P Pöllath + Partners, Berlin, Germany)
Richard Giangrande (MacFarlanes, London, UK)
Austin Bramwell (Milbank, New York, NY)
12:20 pm – 12:25 pm Wrap Up