2019 Federal Tax Institute of New England CLE (FTINE2019)

Thursday, October 24, 2019

9:00 AM to 5:00 PM (Eastern Daylight Time)

Saint Clements Castle

1931 Portland-Cobalt Rd, Portland, Connecticut, United States

Access Recording

Presented by the Estates and Probate Section and Tax Section

About the 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. For the first time, we will be presenting in a three-track format—business tax and planning, estate tax and planning, and the new Connecticut Uniform Trust Code (UTC). National speakers will present on cutting-edge tax and estate planning issues, including tax implications and concerns under the UTC as well as drafting trusts under the UTC. Register early as space is limited for this event.

You Will Learn

  • About Connecticut's new Uniform Trust Code, including tax implications and concerns
  • About tax issues affecting startup ventures and early stage companies
  • About real estate tax planning
  • About the significance of the Kaestner Trust decision and its impact on state income taxation of trusts
  • Perspectives on domestic asset protection trusts, including self-settled Connecticut asset protection trusts
  • About qualified small business stock
  • About diversity and inclusion in the legal profession

View Agenda

Who Should Attend

Practitioners of all levels and in a wide variety of practice settings will find relevant content and training at this program—most notably those in the business, partnership, and corporate tax areas; estate planning and administration attorneys; and attorneys seeking to familiarize themselves with Connecticut’s recently enacted Uniform Trust Code and the related changes to estate planning and administration in Connecticut.


(Includes breakfast, lunch, breaks, and electronic materials*)

Early (by 9/20)
Late (after 10/14)
$259 $279 $310
Law/Paralegal Student Member
$159 $179 $210
Non-Member (of all kinds)
$409 $429 $460

Printable Registration Form


Featured National Speakers
 Ron Aucutt_sm  Stephen Baxley_sm  Turney Berry
Ronald D. Aucutt
Bessemer Trust
Naples, FL
Stephen A. Baxley
Bessemer Trust
New York, NY 
Turney P. Berry
Wyatt Tarrant & Combs LLP
Louisville, KY 

 Charles Redd  gideon_rothschild_sm  
Charles A. Redd
Stinson LLP
St. Louis, MO
Gideon Rothschild
Moses & Singer LLP
New York, NY


See the Complete List of Speakers

CLE Credit

CT: 6.0 CLE Credits (5.0 General; 1.0 Ethics) or (6.0 General)
NY: 7.0 CLE Credits (6.0 AOP; 1.0 D&I) or (7.0 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.

Thank You to Our Sponsors

 Keynote Speaker Sponsor
Luncheon Sponsor
Networking Breakfast Sponsor
Education Sponsor
Break Sponsor
WebsterPrivateBank Liberty-Bank-unofficial Bessemer_Trust_Logo_unofficial ET_primary_horiz_rgb


Sponsor this Event


American Cancer Society
Bank of America - Merrill Lynch
Dow Wealth Management
Fiduciary Trust Company International
Management Planning Inc. (MPI)
Northwestern Mutual

Become an Exhibitor


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