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Estates and Probate Section Executive Committee Meeting (SEP170206)
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Estates and Probate Section Executive Committee meeting at the Quinnipiack Club in New Haven, CT

2/6/2017
When: Monday, February 6, 2017
6:00 p.m. – 8:30 p.m.
Where: Quinnipiack Club
221 Church Street
New Haven, CT, Connecticut 
United States
Contact: Member Service Center
(860)357-5992


Online registration is available until: 1/8/2018
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Leveraging Gifts with Private Split Dollar Arrangements

CLE Credits:
*CT: 0.75 CLE Credits
NY: 0.0 CLE Credits

Meeting Code: SEP170206

About the Program::
Matthew Teel and Kate Cassidy of the Wealth Strategies Division of Barnum Financial Group will present a discussion entitled "Leveraging Gifts with Private Split Dollar Arrangements."

Presenters:
Matthew R. Teel,
CFP, CLU is Agency Director of the Wealth Strategies Division of Barnum Financial Group, located in Shelton, CT.  Matthew is a graduate of the University of Connecticut with a degree in Business and Technology.  He is also a Certified Financial Planner™ and a Chartered Life Underwriter®.

Kathleen Cassidy is the Advanced Markets Director of the Wealth Strategies Division of Barnum Financial Group.  She is a graduate of New York University with a B.A. in English and American Literature, and a graduate of the Quinnipiac University School of Law where she was the Opinions Editor of the Quinnipiac University Probate Law Journal.  She is a member of our Section as well as the Elder Law Section.

Directions
Quinnipiack Club
221 Church Street, New Haven, CT
Traveling either North or South on I-91, take Exit 3 (Trumbull Street Exit). At the end of the exit ramp, proceed straight ahead. Turn left onto Temple Street and then a left onto Elm Street. Take a left onto Church Street. The Quinnipiack Club is on the right.

Meeting Cancellation Information
Please call the CBA office at (860)223-4400 if you want to verify whether or not a particular CBA function is going to be held.

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*CBA Members: To receive credit, sign the attendance verification form at the meeting, and your credits will be automatically logged to your Professional Development Journal. If you do not attend the full program, do not sign the form. For partial credit, you will need to enter your time by the tenth of an hour into your Professional Development Journal.