Federal Tax Institute of New England 2023 (FTINE2023)

Thursday, November 2, 2023

8:00 AM to 6:00 PM (Eastern Daylight Time)

Saint Clements Castle and Marina

1931 Portland-Cobalt Rd., Portland, CT,

Sponsor and Exhibitor Opportunities Agenda

2023 FTINE square

Presented by the Business Law, Estates and Probate, and Tax Sections

About the Program

Don't miss this premier event for business law, estate planning, and tax attorneys. The day will kick-off with a networking breakfast followed by plenary and break-out sessions.  National speakers will present on cutting-edge tax and estate planning issues. Register early as space is limited for this event.

You Will Learn

  • About the Federal andEthics logo square_web NY Corporate Transparency Act
  • About recent Developments in the taxation of digital assets
  • About the Prince estate
  • About legal basics for entrepreneurs
  • About current trends in equity compensation
  • About state income taxation of trusts
  • About forming an LLC and drafting LLC agreements
  • About Washington recent developments
  • About common conflicts in trust, estate, and fiduciary matters - problems and solutions
  • About being a fiduciary
  • About structuring the sale of a corporation or an LLC
  • About Students for Fair Admission v. Harvard and its tax and other implications

Who Should Attend

Attorneys practicing estates and probate, tax, and those interested in these practice areas.


(Includes breakfast, lunch, reception and electronic materials)

Member $279
Student Member $99
Non-member $429

Financial hardship information is available upon request.


Kenneth B. Lerman, Kenneth B. Lerman PC, Hartford
Luke Tashjian, Cohen and Wolf, Westport
Deborah J. Tedford, Tedford Law Firm PC, Mystic


Mary Ackerly1 Mary M. Ackerly
Ackerly Brown LLP, Bantam

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

Destiny Bajonero1 Destiny L. Bajonero
Murtha Cullina LLP, Hartford

Austin Bramwell1 Austin Bramwell
Milbank LLP, New York, NY

Michael A Breslow1 Michael A. Breslow
Heckscher Teillon Terril & Sager PC, West Conshohocken, PA

Joseph Cassioppi1 Joseph J. Cassioppi
Fredrikson & Byron PA, Minneapolis, MN

Leander Dolphin1 Leander A. Dolphin
Shipman & Goodwin LLP, Hartford

Robert Feiner1 Robert A. Feiner
Feiner Wolfson LLC, Hartford

haselberger_lorenz1 Lorenz Haselberger
Shearman & Sterling, New York, NY

Jansen-Wyatt1 Wyatt R. Jansen
Whitman Breed Abbott & Morgan LLC, Greenwich

John H Lawrence Jr1 John H. Lawrence Jr.
Shipman & Goodwin LLP, Glastonbury

Ken Lerman1 Kenneth B. Lerman
Kenneth B. Lerman PC, Hartford

David Levine1 David M. Levine
Cohen and Wolf PC, Bridgeport

Jason Marsh1 Jason A. Marsh
Green & Sklarz LLC, New Haven

Merola1 Vincent R. Merola
Murtha Cullina, Hartford

Bridget Mullaney1 Bridget L. Mullaney
Cameron & Mittleman LLP, Providence, RI

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

Constance Shields1 Constance E. Shields
Withers Bergman LLP, New Haven

Mike Spiro1 Michael P. Spiro
Finn Dixon & Herling LLP, Wilton

Karen Steinert1 Karen Sandler Steinert
Fredrikson & Byron PA, Minneapolis, MN

Luke Tashjian Luke T. Tashjian
Cohen and Wolf PC, Westport

deb-tedford_sq Deborah J. Tedford
Tedford Law Firm PC, Mystic

Thomas Wilkerson Headshot1 Thomas Wilkeson
Terex Corporation, Westport

CLE Credit

CT: 6.0 CLE Credits (5 General, 1 Ethics; or 4 General, 2 Ethics)
NY: 6.5 or 7.0 CLE Credits (6 AOP, 1 D&I; or 4.5 AOP, 1 Ethics, 1 D&I)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits for AOP and Ethics.

This program qualifies for experienced attorney CLE credits for D&I.

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, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml. 

Luncheon Sponsors

Seminar Sponsors

Break Sponsors

Premium Exhibitors


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