Fiduciary Income Tax Issues, with a focus on the Grantor Trust Rules
Presented by the Estates and Probate Section
Seminar Code: SEP170306
CT: 0.75 CLE Credits
NY: 0.0 CLE Credits
About the Program:
The speakers will present a discussion on Fiduciary Income Tax Issues, with a focus on the Grantor Trust Rules and the drafting and administration of grantor trusts.
Alfred R. Casella, Esq.
Kelley Galica Peck, Esq.
Constance Shield, Esq.
Alfred R. Casella is a member of the Executive Committee of the Estates and Probate Section and is a Partner in the Hartford and Boston offices of Murtha Cullina. Alfred’s practice includes estate administration, probate litigation and sophisticated estate planning. His practice also includes serving as a fiduciary, whether as executor, trustee or conservator, as well as serving as counsel for conservatorships.
Kelley Galica Peck is the Secretary of the Estates and Probate Section of the Connecticut Bar and is a Principal in Cummings & Lockwood's Private Clients Group and is based in the West Hartford office. Kelley focuses her practice in the areas of estate and trust planning and probate law. Kelley has significant experience working with individuals and families to plan for the management, protection, and transfer of wealth, including succession planning for owners of closely-held businesses. She handles complex charitable gift planning, estate planning for nontraditional families, planning for protection and preservation of assets, and estate, gift and income tax return preparation and review. Kelley also represents individual and professional fiduciaries and beneficiaries in probate courts.
Constance Shield is Special Counsel to WithersWorldwide. Constance's practice focuses on trusts and estates, and business succession matters for wealthy individuals and their families. She works with trusts and related business structures to preserve, protect and grow family wealth for multiple generations in a tax efficient manner.
Download Registration Form
Download Meeting Notice
*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.