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Schedule | Speakers | Award Recipient | Venue | Sponsors | Materials

Links to all program content will be emailed to pre-registrants to download in advance, and flash drives loaded with the materials will be distributed to participants at the event.

 

8:30 a.m. Introductory Remarks
Kimberly A. Knox, 2013-2014 CBA President, Horton Shields & Knox PC, Hartford
Frank S. Berall, Chair, The Federal Tax Institute of New England, Copp & Berall LLP, Hartford, and Andros Floyd & Miller PC, Hartford
Deborah J. Tedford, Vice Chair, The Federal Tax Institute of New England, Tedford Law Firm PC, Mystic


8:35 a.m. – 10:15 a.m. Plenary Session

Planning with Portability—A Panel Discussion
T. Randolph Harris,
McLaughlin & Stern LLP, New York, NY
Barbara Sloan, McLaughlin & Stern LLP, New York, NY
Diana Zeydel, Greenberg Traurig LLP, Miami, FL
(TBA) Trust officer from JP Morgan Private Bank, Miami, FL


 10:15 a.m. - 10:25 a.m. Break


10:25 a.m. – 11:15 a.m. Concurrent Session

Session A
Conflicts of Law and the Import of Citizenship, Domicile, Residence, and Situs
Henry Christensen III, McDermott Will & Emery LLP, New York, NY
Robert C. Lawrence III, Cadwalader Wickersham & Taft, New York, NY

Session B
State Income Tax Planning Using Trusts
George Cushing, McLane Graf Raulerson & Middleton, Woburn, MA
Charles (Skip) D. Fox IV, McGuire Woods LLP, Charlottesville, VA


11:20 a.m. – 12:10 p.m. Concurrent Session

Session A
Assisted Reproductive Technology (ART) Children
Bruce Stone, Goldman Felcoski & Stone P.A., Coral Gables, FL

Session B
Foreign Trusts Themselves: What Makes a Trust Foreign? What Happens If a Trust is Foreign? (And FATCA and Other Reporting Related Developments)
Deborah J. Tedford, Vice Chair, The Federal Tax Institute of New England, Tedford Law Firm PC, Mystic


12:10 p.m. – 12:20 p.m. Break


12:25 p.m. Lunch and Award Presentation

Presenter:
Frank S. Berall, Chair, The Federal Tax Institute of New England, Copp & Berall LLP, Hartford, and Andros Floyd & Miller PC, Hartford

Award Recipient:
Sara R. Stadler, Murtha Cullina LLP, New Haven


1:05 p.m. – 1:55 p.m. Plenary Session

Current Status of the Tax Law
Ronald D. Aucutt,
McGuire Woods LLP, McLean, VA


2:00 p.m. – 2:50 p.m. Concurrent Session
Session A
Decanting: Refining a Vintage Trust
Susan Bart, Sidely Austin LLP, Chicago, IL

Session B
OBRA '93 Special Needs Trusts
Brad Gallant, Day Pitney LLP, New Haven
Rebecca Iannantuoni, Day Pitney LLP, New Haven


2:55 p.m. – 3:45 p.m. Plenary Session

The Uniform Prudent Investor Act and Trust-Owned Life Insurance
Lawrence Brody,
Bryan Cave LLP, St. Louis, MO
Gary Flotron, MBA, CLU, ChFC, AEP, G.L. Flotron & Associates, St. Louis, MO


3:45 p.m. – 3:55 p.m. Break


3:55 p.m. – 4:45 p.m. Concurrent Session

Session A
Pivoting to Dodge Surtax and Capture Basis
Steven M. Fast, Day Pitney LLP, West Hartford
Kelley M. Galica Peck, Robinson & Cole LLP, Hartford

Session B
Income Tax Ideas for Estate Planners
Jerome M. Hesch, Carlton Fields, Miami, FL


4:50 p.m. – 5:40 p.m. Concurrent Session

Session A
The Importance of Planning for Disability
John J. Lombard, Jr., McCarter & English LLP, Philadelphia, PA

Session B
Federal Tax Non-Compliance in Decedents' Estates: What to Correct and How to Shield Executors and Beneficiaries
Richard G. Convicer, Convicer Percy & Green LLP, Glastonbury
Laura E. Pisarello, Convicer Percy & Green LLP, Glastonbury


5:40 p.m. Closing Remarks

Frank S. Berall, Chair, The Federal Tax Institute of New England, Copp & Berall LLP, Hartford, and Andros Floyd & Miller PC, Hartford
Deborah J. Tedford, Vice Chair, The Federal Tax Institute of New England, Tedford Law Firm PC, Mystic


5:45 p.m. Adjourn