Monday, April 1, 2024

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

Café Amici

1640 Whitney Ave, Hamden, Connecticut, United States

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59 people have already registered for this event.

  • Jay Jaser
  • Christopher Drew
  • Alfred Casella
  • John Callahan
  • Michelle Beyer
  • Lisa Metz
  • Richard Marone
  • Joseph Cipparone
  • Thomas Flanagan
  • Greta Solomon
  • Tatiana DaSilva
  • William Murray
  • Robert Godzeno
  • Louis Crisci
  • Amy Todisco
  • Rosanna Rogers
  • Raymond Sitar
  • Nancy Meyer
  • Kimberly Smith
  • Colleen Entenman
  • L. Joyelle Maini
  • Beth Brunalli
  • Matthew Bovino
  • Giancarlo Conte
  • Lauren Cimbol
  • Alexis Gettier
  • Cheryl Clemens
  • Marilyn Toland
  • Nancy Hazzard
  • Donald Tutson
  • Anthony DeChello
  • Paul Burnham
  • Samuel Laurencelle
  • Lawrence Kiel
  • Lisa Newfield
  • John Ivimey
  • Barbara Taylor
  • Georgia von Schmidt
  • Douglas Brown
  • Suzanne Brown Walsh
  • Lillian Babins Miller
  • Erin Duques
  • Ingi-Mai Loorand
  • Andrew Ullman
  • Marissa Dungey
  • James Dougherty
  • Gina Geary
  • Peter Smith
  • Lisa Page
  • Frank May
  • Kelley Peck
  • Frederick Reeder
  • David Slepian
  • Abigail Apuzzo
  • Christian Edmonds
  • Mark Dost
  • Peter Mott
  • David Hermenze
  • J. Thomas Vincent

The Power to Appoint and Disappoint

Speakers

Peter M. Mott, Principal at Brody Wilkinson, PC
David R. Hermenze, Principl at Brody Wilkinson, PC

Program Description

A discussion of the use of powers of appointment in estate planning to enhance flexibility. We will discuss practical issues such as requirements for exercise; as well as tax issues, such as using powers of appointment to allow for income tax basis planning or avoidance of GST tax. We will also discuss the possibility of allowing for powers of appointment in favor of the grantor of the trust.

Schedule

6:00 p.m.  Cash Bar
6:30 p.m.  EC Meeting and Dinner
7:00 p.m.  CLE Presentation

CLE Credit

1.0 CT Credit (General)

Cost

$40

Please be aware that photos/recordings may be taken during this event. By registering, and selecting "yes" below, you consent to the Connecticut Bar Association’s reuse of any image/recording captured at the event of yourself and/or your guests for use in publicity/advertising purposes.




Contact

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