Print Page   |   Contact Us   |   Report Abuse   |   Sign In   |   Become a CBA Member
Community Search
Sign In


Forgot your password?

Become a CBA Member

Latest News
Calendar

12/8/2016
Franchise, Distribution & Dealer Law Section Meeting (SFR161208)

12/8/2016
Labor & Employment Sections (SLE161208)

12/9/2016
Lunch & Learn: The New CT MCLE Rule (EDU161209)

12/12/2016
Joint Meeting: House of Delegates and Board of Governors (CBG161212)

12/12/2016
Commercial Law & Bankruptcy Section and Turnaround Management Association Holiday Party (SCB161212)

     

     
2015 Federal Tax Institute of New England
View Registrations Tell a Friend About This EventTell a Friend
2015 Federal Tax Institute of New England

A full-day, comprehensive educational event with national speakers presenting on cutting edge tax and estate planning issues. The day features seminars addressing the future of estate planning, as well as significant tax issues faced by today’s businesses. Practitioners of all levels and in a wide variety of practice settings will find relevant content and training at this program.

10/30/2015
When: Friday, October 30
8:00 a.m. - 4:00 p.m.
Where: Saint Clements Castle
1931 Portland-Cobalt Rd
Portland, Connecticut  06480
United States
Contact: Member Service Center
(860)223-4400


Online registration is closed.
« Go to Upcoming Event List  


Silver Sponsor
 JAGUAR HARTFORD LOGO MAY2015
Presenting Sponsor

2015 Federal Tax Institute of New England

Presented by the Estates and Probate Section and Tax Section

 

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 presented in a two-track format.

The luncheon features the presentation of the event's annual Achievement Award to Frank Berall, and a plenary session from Jack Terrill on "The Role of Lawyers in Combating Money Laundering and Terrorist Financing." 
(See agenda at-a-glance below.)

Sessions:
National speakers will present on cutting edge tax and estate planning issues. The seminars will address the future of estate planning, as well as significant tax issues faced by today’s businesses. Practitioners of all levels and in a wide variety of practice settings will find relevant content and training at this program.

Click "view sessions" found under "Registration Information" above for more information on the programs listed below.  Each session will be listed and details can be viewed by clicking on the "Session Details" icon.

 


 

 

Education Sponsors


  

Agenda At-a-Glance

7:30 a.m.  Registration Opens

                   Networking Breakfast

Sponsored by 

9:00 a.m.   Opening Remarks

                    William H. Clendenen, Jr., CBA President

9:05 a.m.    Opening Plenary Session
                     The Future of Estate Planning: Don't Get Behind the Change Curve

                   Jonathan G. Blattmachr, Pioneer Wealth Partners LLC, New York, NY

9:55 a.m.    Break 

10:15 a.m.  Concurrent Session 1A: Drafting Flexible Trusts and Avoiding Unpleasant Surprises

 David L. Silvian, Day Pitney LLP, Boston
Steven M. Fast, Day Pitney LLP, West Hartford

                    Concurrent Session 1B: Structuring Partner Equity Compensation

Michael Spiro, Finn Dixon & Herling LLP, Stamford
Richard LeV
ine, Withers Bergman LLP, New Haven

11:05 a.m.  Break

11:15 a.m.  Concurrent Session 2A: Tax Issues in Fiduciary Litigation

Mickey Davis, Davis & Willms PLLC, Houston, TX
Melissa Willms, Davis & Willms PLLC, Houston, TX

11:15 a.m.  Concurrent Session 2B: Hot Topics in Partnership Taxation

Louis B. Schatz, Shipman & Goodwin LLP, Hartford
Ryan V. Leichsenring, Shipman & Goodwin LLP, Hartford

12:05 p.m.  Break

12:15 p.m.  Luncheon

                                Presentation of Achievement Award to Frank S. Berall,
                                     Copp & Berrall LLP and Andros Floyd & Miller PC, Hartford

1:00 p.m.  Luncheon Plenary: The Role of Lawyers in Combating Money Laundering and
                       Terrorist Financing: The Financial Action Task Force (FATF), Voluntary Good
                     Practices Guidance, and Formal Opinion 463

                                John A. Terrill, II, Heckscher Teillon Terill & Sager, Pennsylvania

1:50 p.m.    Break

2:00 p.m.    Concurrent Session 3A: Mismatch Rematch: Re-Aligning the Estate Plan to Avoid
                        Unexpected Pitfalls

 N. Todd Angkatavanich, Withers Bergman LLP, New Haven
 Karen E. Yates, Shareholder LeClairRyan, New Haven

                    Concurrent Session 3B: Recent Developments in International Tax Reporting and
                       Enforcement

 Richard G. Convicer, Convincer & Percy LLP, Glastonbury
 Daniel L. Gottfried, Hinckley Allen & Snyder LLP, Hartford

2:50 p.m.     Break

3:05 p.m.    Closing Plenary: Getting Back to BasicsBasis Basics That Is!

 Lester B. Law, Abbot Downing, Naples, FL
 Kelley Galicia Peck, Robinson + Cole LLP, Hartford

3:55 p.m.    Closing Remarks

                                Deborah Tedford, Tedford Law Firm PC, Mystic 


CLE Credit: 6.0 Hours

Event Cost:

  Early (by 9/23)  Regular  Late (after 10/25) 

     
Member $199.00  $249.00  $300.00 
Law/Paralegal Student Member
$99.00  $149.00  $200.00 

     
Non-Member (of all kinds)  $274.00  $324.00  $375.00 


Printable Registration Form

Exhibitors
Arden Courts - Memory Care Communities
Barnum Financial Group
CentricPro Management Services, Inc.™
Dime Bank
Dow Wealth Management

Empire Valuation Consultants LLC
FMV Opinions Inc.

Interactive Legal
Jaguar Hartford
Management Planning Inc. (MPI)
Merrill Lynch

Webster Private Bank

Interested in becoming a sponsor or exhibitor? Click here for an overview of opportunities.

Contact Jessica Pace at (860)612-2016 or jpace@ctbar.org for more information.


** CLE materials will be e-mailed to registrants 48 hours prior to the event for download. Please note that refunds will not be granted once course materials have been sent.

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. Financial hardship information available upon request.