Tax Issues in Elder Law CLE (EEL190301)

March 1, 2019

9:00 AM to 1:00 PM (Eastern Standard Time)

Grassy Hill Country Club

411 Clark Ln Orange, Connecticut United States

Presented by the Elder Law Section

About the Program

This seminar will take you through recent changes in tax laws and how they impact elder law practice. Learn tips and strategies to get the best possible results for your clients.

You Will Learn

  • Cost basis analysis
  • About transfer and grantor trusts
  • The impact of the new tax laws on special needs trusts
  • Tax issues in annuities
  • Capital gains and losses
  • Tax-deferred income arrangements

Who Should Attend

Any attorney who practices elder law will benefit from this seminar.

Cost

(Includes a light breakfast and electronic materials*)
Member $150
Non-member $300
Student Member $40

Speakers

Joseph Cipparone Mark Dost Deb Tedford
Joseph Cipparone
Cipparone & Zaccaro
New London
Mark W. Dost
Tinley Renehen & Dost LLP
Waterbury 
Deborah J. Tedford
Tedford Law Firm PC
Mystic


Moderator

Claudia W. Englisby, Disability Planning Partners Inc., Hartford

CLE Credit

CT: 3.5 CLE Credits (General)
NY: 4.0 CLE Credits (AOP)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.

*Electronic materials are included in the price of the seminar. Any materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be provided. Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.

Contact

Member Service Center
Email: msc@ctbar.org
Phone: (844)469-2221