Don't miss this premier event for the estate planning and tax communities. The day will kick-off with a networking breakfast followed by both plenary and break-out sessions. For the first time, we will be presenting in a three-track format—business tax and planning, estate tax and planning, and the new Connecticut Uniform Trust Code (UTC). National speakers will present on cutting-edge tax and estate planning issues, including tax implications and concerns under the UTC as well as drafting trusts under the UTC.
CBA members must log in to the CBA website to access the self-study complimentary on-demand resources. These products are audio/video recordings and course materials from live CLE seminars that are three or more years old.
Non-members should call (844)469-2221 to learn how to become a member to gain access to these free member resources.
Complimentary On-demand Product Disclaimer:
Information contained in this audio/video
complimentary on-demand product may be outdated and may not meet the criteria
for CLE credit. Accordingly, the CBA is not automatically certifying any
Connecticut or New York CLE credits for this complimentary on-demand product.
CBA members who view/listen to this complimentary on-demand product may claim
Connecticut CLE credit on their own as self-study if they determine that the
information provided by the on-demand product is timely and relevant and
otherwise meets the criteria in
CT MCLE rule 2-27A.
2019 Federal Tax Institute of New England Conference All Day Program Package
Opening Plenary Session - P1- (CLE Credits: CT - 1.0 General NY - 1.0 AOP)
Current Developments and Planning Ideas We Find Fun and Interesting
Speakers:
Charles A. Redd, Stinson LLP, St. Louis, MO
Session - C1A - (CLE Credits: CT - 1.0 General, NY - 1.0 AOP)
Basics of the New Connecticut Uniform Trust Code
Speakers:
John R. Ivimey, Reid and Riege PC, Hartford
Edward F. Krzanowski, Day Pitney LLP, West Hartford
Kelley G. Peck, Cummings & Lockwood LLC, West Hartford
Deborah J. Tedford, Tedford Law Firm PC, Mystic
Suzanne Brown Walsh, Murtha Cullina LLP, Hartford
Session - C2A - (CLE Credits: CT - 1.0 General, NY - 1.0 AOP)
Tax Considerations in Trust Terminations, Modifications, and Decanting Under Connecticut’s New Uniform Trust Code
Speaker:
Luncheon Plenary Session - P2 - (CLE Credits: CT - 1.0 General, NY - 1.0 AOP)
Speaker:
Session - C3A - CLE Credits: CT - 1.0General, NY - 1.0 AOP)
Speaker:
Closing Plenary Session - P3 - (CLE Credits: CT - 1.0 General, NY - 1.0 AOP)
Drafting Trusts under the New Connecticut Uniform Trust Code
Speakers:
John R. Ivimey, Reid and Riege PC, Hartford
You Will Learn
- About Connecticut's new Uniform Trust Code, including tax implications and concerns
- About tax issues affecting startup ventures and early stage companies
- About real estate tax planning
- About the significance of the Kaestner Trust decision and its impact on state income taxation of trusts
- Perspectives on domestic asset protection trusts, including self-settled Connecticut asset protection trusts
- About qualified small business stock
- About diversity and inclusion in the legal profession
Who Should Purchase
Financial hardship information is available upon request.
Disclaimer: The information provided in this presentation is for informational purposes only and is not intended to constitute legal advice, nor is this information intended to create an attorney-client relationship.
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