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Lunch & Learn: The New CT MCLE Rule (EDU161209)

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2016 Federal Tax Institute of New England CLE
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2016 Federal Tax Institute of New England CLE

11/18/2016
When: Friday, November 18, 2016
8:00 a.m. - 4:45 p.m.
Where: Saint Clements Castle
1931 Portland-Cobalt Rd
Portland, Connecticut  06480
United States
Contact: Member Service Center
(844)469-2221


Online registration is closed.
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2016 Federal Tax Institute of New England                            
 Silver Sponsor

 Break Sponsor
 
Education Sponsor
 

Presented by the Estates and Probate Section and Tax Section

A full-day, premier educational event with national speakers presenting on cutting edge tax and estate planning issues. You will learn about 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.

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 and a plenary session from Ronald D. Aucutt on "Capital Developments After the Election."
(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.

                                                                              Agenda At-a-Glance                            

8:00 a.m. Registration Opens
                 Networking Breakfast

8:55 a.m. Opening Remarks

                               Monte Frank, Connecticut Bar Association President, New Britain
                           Deborah J. Tedford, Tedford Law Firm PC, Mystic

9:00 a.m. Opening Plenary Session: Modern Uses of Partnerships in Estate Planning

                            Paul Lee, Northern Trust, New York, NY

10:00 a.m. Break


10:20 a.m.
  Concurrent Session 1A:
Choosing Wisely Among Charitable Income Plans

                             Patricia R. Beauregard, Cummings and Lockwood LLC, Stamford

                   Concurrent Session 1B: Connecticut Income Tax and Estate Tax Domicile and Residency Audits

                             Louis P. Bucari, Department of Revenue Services, Hartford                  
                             Luke T. Tashjian, Whitman Breed Abbott & Morgan LLC, Greenwich

11:20 a.m. Break

11:30 a.m. Concurrent Session 2A: Never Pay Estate Taxes -  The Annual Taxable Gifts Approach and      
                   Testamentary CLAT Remainder

                            Richard S. Franklin, McArthur Franklin PLLC, Washington, DC
                            Lester Law,
Abbot Downing, Naples, FL


Concurrent Session 2B:
Business Succession Planning

                            Morris W. Banks, Pullman & Comley LLP, Hartford
                            Constance E. Shields, Withers Bergman LLP, New Haven

12:30 p.m. Break

 
12:40 p.m.
Luncheon

1:25 p.m. Luncheon Plenary Session: Capital Developments After the Election

                            Ronald D. Aucutt, McGuireWoods LLP, Tysons, VA

2:25 p.m. Break


2:35 p.m.
Concurrent Session 3A:
The Bad and the Ugly of Trust Drafting

                            Marissa Dungey, Withers Bergman LLP, Old Greenwich
                            Stephen Liss,
UBS Financial Services Inc, New York, NY                

                 Concurrent Session 3B:
Introduction to
the ACTEC Commentaries on the Rules of Professional       

      Conduct and a Practitioners' Responsibilities under Circular 230

                            Richard G. Convicer, Convicer & Percy LLP, Glastonbury
                                 Peter T. Mott, Brody Wilkinson PC, Southport

3:35 p.m. Break


3:45 p.m.
Closing Plenary Session: The Top Ten
Issues in Fiduciary Income Tax

                           Charles D. Fox, McGuireWoods LLP, Charlottsville, VA

4:45 p.m. Closing Remarks

                                 Deborah J. Tedford, Tedford Law Firm PC, Mystic

CLE Credit: 6.0 Hours

Event Cost:

 

  Early (by 9/23)  Regular  Late (after 10/21) 
Member $209.00  $259.00  $310.00 
Law/Paralegal Student Member
$109.00  $159.00  $210.00 
Non-Member (of all kinds)  $284.00  $334.00  $385.00 

Please Click Here for a Printable Registration Form

Sponsors / Exhibitors
Bank of America - Merrill Lynch
Bonhams
CentricPro Management Services, Inc.™
Dime Bank
Dow Wealth Management LLC
ESOP Plus: Schatz Brown Glassman LLP
Fiduciary Trust International
FMV Opinions Inc
InterActive Legal
LexisNexis
Management Planning Inc. (MPI)
Shannon's Fine Art Auctioneers
The Lackner Group

Webster Private Bank

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

Contact Elizabeth Ferguson at (860) 612-2028 or eferguson@ctbar.org for more information.

CLE materials will be e-mailed to registrants 1 week 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.