Estates and Probate OPEN Section Meeting (SEP200302)

March 2, 2020

6:00 PM to 8:30 PM

Grassy Hill Country Club

441 Clark Ln, Orange, Connecticut, United States

60 people have already registered for this event.

  • Alexis Gettier
  • Joseph Cipparone
  • Margaret Meehan
  • James Dougherty
  • Patricia Beauregard
  • Abigail Apuzzo
  • Donna Vincenti
  • James Flaherty
  • Andrew Nerney
  • Brianna Marquis
  • Paul Burnham
  • Richard Marone
  • James Stewart
  • Lawrence Mannix
  • Andrew Ullman
  • David Sfara
  • Alfred Casella
  • Peter Smith
  • Beverly Streit-Kefalas
  • Geraldine Lupoli
  • David Slepian
  • Michelle Beltrano
  • Douglas Brown
  • Kimberly Smith
  • William Britt
  • Marilyn Toland
  • Thomas Flanagan
  • Mark Dost
  • Tanya Spurlin
  • John Bashaw
  • Mark Chioffi
  • Michael Reardon
  • Aoife Cox Rinaldi
  • Kristin Foley
  • Jeff Crown
  • Lisa Metz
  • Robert Godzeno
  • John Pokorny
  • William Murray
  • Marissa Dungey
  • John Driscoll
  • Amy Todisco
  • Christine Tenore
  • Steven Ayres
  • Robert Hall
  • Bryan Doto
  • Lisa Staron
  • Anne Crane
  • Ronald Noren
  • Karen Gano
  • Kelley Peck
  • Colin Gershon
  • Christina Accumanno
  • Frank May
  • James Hughes
  • John Ivimey
  • Christian Edmonds
  • Danielle Ferrucci
  • Christopher Drew
  • James Young

Recent Federal and Connecticut Tax Developments That
Impact Connecticut Estate Planners


James I. Dougherty
Partner, Withers Bergman LLP, Greenwich, CT

Marissa Dungey
Partner, Withers Bergman LLP, Greenwich, CT

Program Description

James I. Dougherty and Marissa Dungey will provide an overview of recent developments that have occurred in federal and Connecticut tax law that impact Connecticut trust and estate practice. Topics that will be covered include the various IRS regulatory projects (including the "clawback regulations"), the Secure Act, the status of state fiduciary income taxation after the United State Supreme Court's decision in Kaestner, developments in valuation of closely held businesses for transfer tax purposes, the IRS pronouncement in 2019 on the deductibility of Connecticut estate taxes for federal purposes, the new statutory provision disregarding certain pass-through entities for non-residents, and other relevant topics.

CLE Credits

CT: 1.0 Credits  |  NY: 0.0 CLE Credits


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