The Unsung Heroes of the CT Trust Code: Directed and Domestic Asset Protection Trusts (EEP191107)

November 7, 2019

9:00 AM to 12:30 PM (Eastern Standard Time)

CBA Law Center

30 Bank St, New Britain, Connecticut, United States

Access Recording

Presented by the Estates and Probate Section

About the Program

Coming January 1, 2020 to a trust office near you! The opportunity to create these unique, modern forms of trust represents a watershed change in Connecticut law that presents great flexibility for clients who need these estate planning vehicles and should be a part of every estate planner’s toolbox. These new trusts have received very little attention since enactment in June. They are not for every client, but for clients who need them, they represent exceptional new planning opportunities. The presentation will focus on the details of how to draft these trusts, as well as when and why these types of trusts may fit into a client estate plan.

You Will Learn

  • How to draft directed and domestic asset protection trusts
  • About important provisions to create a directed or domestic asset protection trust
  • A framework for analysis of whether a directed or domestic asset protection trust is appropriate in various circumstances

Who Should Attend

Attorneys with a strong understanding of basic trust law who want to enhance their knowledge in this unique area of trust planning.

Cost

(Includes a light breakfast, electronic materials*, and parking in the public garage at 35 Bank St)
Member $105
Non-Member $210
Student Member $15

Speakers

gianopulos_christiana Margaret StJohn Meehan Kelley Peck_sm
Christiana N. Gianopulos
Day Pitney LLP
West Hartford 
Margaret St. John Meehan
Day Pitney LLP
Stamford
Kelley G. Peck
Cummings & Lockwood LLC
West Hartford 


CLE Credit

CT: 3.25 CLE Credits (General)
NY: 3.5 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 unless purchased separately. 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