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11/21/2017
Privacy & Data Security Committee Conference Call (CPS171121)

11/29/2017
Hot Topics in Probate CLE (EEP171129)

      
   

  

  

Estates and Probate OPEN Section Meeting: Investor Rule & Trustee Investing (SEP171106)
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11/6/2017
When: Monday, November 6, 2017
6:00 p.m. - 8:30 p.m.
Where: Quinnipiack Club
221 Church Street
New Haven, Connecticut  06510
United States
Contact: Member Service Center
(844)469-2221


Online registration is available until: 11/30/2017
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The Modern Prudent Investor Rule & Trustee Investing

CLE Credits:
*CT: 1.0 CLE Credits
*NY: 0.0 CLE Credits

Speakers:  Bryon Harmon is a partner in the law firm of Shipman & Goodwin LLP practicing in the areas of estate planning, estate settlement and trust administration. Bryon assists clients with the full range of planning techniques for tax-effective intergenerational and charitable transfers. He also prepares (and advises professional preparers, such as CPA's) probate documents, estate tax returns and fiduciary income tax returns and represents individuals and estates before the IRS and DRS on audit, and in U.S. Tax Court. In addition, Bryon actively administers trusts and advises trustees. Bryon services clients in the firm's Greenwich, Hartford, Lakeville, and Stamford offices.

Matthew D. Maclean is a founder and Managing Principal of Rossmore Private Capital, LLC, a SEC registered investment advisor. Rossmore provides comprehensive wealth management services to families, their related entities and institutions including investment management, fiduciary and family office services, financial and legacy planning and access to credit and banking solutions. Prior to founding Rossmore, Matt was a Managing Director at U.S. Trust where he led a team of wealth management professionals serving a group of families with assets in excess of $4 billion. Matt is a member of the Connecticut and Massachusetts bars and practiced in the trusts and estates area at law firms in Boston and Connecticut.

Program Description: The speakers will review Trustee Investing and the legal rules guiding Trustees in this area, including recent case law and the application of the Modern Prudent Investor Rule to trustee investing.

  • Review of Modern Prudent Investor Rule
  • Applicability of Rule to and Recommendations for Trustee Investing
  • Conclusion/Summary
  • Q&A

Cost:  $39

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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.