Events

We regularly sponsor and attend philanthropic events as a way to give back to our communities.

In addition to our philanthropic endeavors, we stay current and share knowledge by participating in industry events.

 

November 14-15, 2017
4th Annual Stanford Investor Forum, Stanford University
Stanford, CA

Karl Feitelberg, CEO and Chairman of Sterling Resources, Ltd., Charles D'Amour, President and COO of Big Y Foods, Inc. and Professor Leo Linbeck III, of Stanford Graduate School of Business will be speaking on family governance, business succession, and the business risks associated with insufficient planning with case studies in the panel of Managing Multi-Generational Governance and Embedded Risks: Case Studies of Aligned Interest.

Please click here to view the agenda for the Stanford Investor Forum.

 

July 24, 2017
Castle Hill Inn
Newport, RI
From time to time, Sterling hosts small groups of our clients and trusted advisors to present topics of interest and introduce experts in those areas. To that end, Karl Feitelberg hosted a private evening with renowned economist, Professor Steve H. Hanke of Johns Hopkins University for thought provoking dialogue against the backdrop of beautiful coastal Newport. Professor Hanke's remarks, subsequently published by Forbes, can be found at www.forbes.com.

 

May 26-29, 2017
46th Annual Figawi Race Weekend for Kids at Risk
In our continued commitment to kids at risk, my family sailed in the 46th Annual Figawi Race Weekend. Recognized as a top sailing event not only on the east coast but is known nationally as well as internationally.
As in the past, we are fully underwriting all the expenses associated with entering the race so that 100% of our coporate sponsorhips will go to three organizations that directly impact kids at risk. Since all three of these organizations are associated with the Rodman Ride for Kids, the Ride provides an additional 6% match to whatever funds we raise.

Think:Kids teaches a revolutionary, evidence based approach called Collaborative Problem Solving(CPS) for helping children with behavioral challenges.www.thinkkids.org

Above the Clouds whose mission is to bring joy and hope to seriously ill, disabled, and disadvantaged children and teens through the wonder of small aircraft flight.www.abovethecloudskids.org

Crossroads for Kids inspires youth to develop their innate potential to become members of the next generation of diverse young leaders in Boston and Massachusetts, breaking the cycle of poverty and under-achievement. www.crossroads4kids.org

 

May 22, 2017
New York, NY
PLI's International Estate & Tax Planning 2017
On Monday, May 22nd, Gary Lee was a speaker at the International Estate & Tax Planning conference in New York.

 

April 30, 2015   Los Angeles, CA
Los Angeles Chapter of the Society of Trust and Estate Practitioners (Society of Trusts and Estate Practitioners)
On Thursday, April 30th Karl Feitelberg and Gary Lee discussed “Solving the UNI Quagmire” at the Los Angeles STEP meeting.  Their presentation examined accumulation distributions of undistributed net income (UNI) to U.S. beneficiaries of non-grantor foreign trusts.  A case study compared the results of alternative distribution options, including decanting the foreign trust, domesticating the foreign trust, and use of the ‘default method’ to minimize the throwback tax exposure.  It will also examine the use of life insurance as a means of recreating trust assets in a more tax advantageous environment for the benefit of future heirs.

 

March 12 – 13, 2015   New York City, NY
New York Chapter of STEP (Society of Trust and Estate Practitioners)
11th Annual International Estate Planning Institute
On Friday, March 13th Gary Lee was a panelist at the Annual International Estate Planning Institute for a presentation entitled “Foreign Trusts: How to Deal with UNI”.  The panel discussed various ways of mitigating the impact of the ‘throwback tax’ on undistributed net income when a foreign non-grantor trusts makes a distribution to a U.S. beneficiary.  Various approaches were reviewed including using life insurance to recreate assets in a more tax favored environment protected from the harsh tax and interest costs imposed by the throwback tax rules.

 

March 2 - 3, 2015   London, England
International Bar Association 20th Annual Wealth Transfer Practice Conference
On Tuesday, March 3rd Gary Lee was a panelist at the Annual Wealth Transfer Practice Conference for a presentation entitled “Life Insurance – The Swiss Army Knife for Wealth Planning”.  The panel discussed the many uses of life insurance as a planning tool for family advisors across the globe.  Topics included using life insurance to address the ‘throwback tax’ problem for foreign non-grantor trusts making distributions to U.S. beneficiaries as well as using life insurance to equalize estate distributions, to provide liquidity, and as a substitute for trusts in civil law countries.