Federal Tax Institute of New England (FTINE2020)

November 9 to 13, 2020

12:00 PM to 1:15 PM (Eastern Standard Time)

Webinar

FTINE logo_300

Presented by the Estates and Probate and Tax Sections

About the Program

Don't miss the 10th Annual Federal Tax Institute of New England for the estate planning and tax communities. National speakers will present on cutting edge tax and estate planning issues. The sessions will address the future of estate planning, as well as significant tax issues faced by today’s businesses.

You Will Learn

  • About current Washington developments including election highlights and the potential impact in estate planning
  • About ethical pitfalls in probate litigation
  • About current tax and other issues while working from home
  • About hot topics and new developments in estate planning

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 estate planning and tax communities.

Cost

(Includes electronic materials)
Member $130 
Non-Member $260
Student Member $19

Register by Mail

Speakers

Ron Aucutt_sm Ronald D. Aucutt
Bessemer Trust, Lakewood Ranch, FL

Turney Berry Turney P. Berry
Wyatt Tarrant & Combs LLP, Louisville, KY

Dmitrii Gabrielov Dmitrii Gabrielov
Baker & McKenzie LLP, New York, NY

rebecca_iannantuoni Rebecca A. Iannantuoni
Day Pitney LLP, New Haven

lacava_lindsay Lindsay LaCava
Baker & McKenzie LLP, New York, NY

Charles Pieterse Charles W. Pieterse
Whitman Breed Abbott & Morgan LLC, Greenwich

Charles Redd Charles A. Redd
Stinson LLP, St. Louis, MO


2020 Federal Tax Institute of New England Agenda

Monday, November 9 | 12:00 p.m. - 1:15 p.m. EST
Washington Developments – Election Highlights and the Potential Impact on Estate Planning (FTINE201109)


This session will look at the results of the 2020 election and the broad-view implications for estate planning. It will review the most anticipated, and maybe some surprising, possibilities for changes in federal law affecting transfer taxes and related income tax provisions. It will include some observations about timing and suggest whom and what to particularly watch in 2021.

Tuesday, November 10 | 12:00 p.m. - 1:15 p.m. EST
The Hazards of Ethical Lawyering: Perspectives from a Planner and a Probate Litigator (FTINE201110)


This session will help attendees recognize and address common pitfalls within the trusts and estates practice.

Thursday, November 12 | 12:00 p.m. - 1:15 p.m. EST
The New Normal? Tax and Other Issues While Working from Home (FTINE201112)


The COVID-19 pandemic has caused many businesses and workers to adopt telecommuting arrangements due to government shutdowns and ongoing health and safety concerns. This session will address the various state and local tax consequences of telecommuting arrangements when individuals are working in a different state than their employer, including the corporate income tax, pass-through entity tax, sales and withholding tax consequences for businesses, and the personal income tax consequences for individuals.

Friday, November 13 | 12:00 p.m. - 1:15 p.m. EST
Hot Topics and New Developments in Estate Planning (FTINE201113)


This session will review recent developments that we believe should be of interest to estate planners including federal regulatory changes, federal tax cases, and selected state cases with broad implications. We will also discuss planning ideas that appear to have particular relevance to year end planning in view of current circumstances. Among the areas that are likely to be discussed are potential changes to the federal estate and gift tax exclusion amounts, 2020 giving strategies, and planning to take into consideration both transfer tax and income tax effects for the family.



CLE Credit

Federal Tax Institute of New England
CT: 5.0 CLE Credits (3.75 General; 1.25 Ethics)
NY: 4.0 CLE Credits (3.0 AOP; 1.0 Ethics)

See session descriptions for individual credit amounts.

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program may qualify for transitional and/or non-transitional CLE credits. Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, or a fully interactive videoconference. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information about transitional and non-transitional courses, please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml. Financial hardship information is 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. If the seminar is recorded, all member registrants will receive complimentary access to the recording approximately six weeks after the program. 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.



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Contact

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