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 (Sign in to view e-mail address)

Event Details
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 Is sues 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.