B05

June 13, 2025

10:15 AM to 12:15 PM

Elder - Estates & Probate Track

Presented by the Estates & Probate Section

About the Program

Business owners need professional advice to effectively and efficiently transfer assets during their lives and at their deaths.  This presentation will explore key trends and common challenges in closely held business transitions, as well as relevant tax and legal considerations with the related planning.  Topics will include tax-efficient transfer strategies, buy-sell agreements, qualified small business stock strategies, asset protection, and family governance.  We will highlight best practices and common pitfalls, equipping attorneys and other legal professionals with practical insights to help business owners achieve their goals.

You Will Learn

About tax-efficient transfer strategies
About buy-sell agreements and the Connelly Supreme Court Case
About planning with qualified small business stock
About strategies for asset protection planning for business owners
About family governance and businesses owned by trusts

Who Should Attend

Attorneys interested in business succession planning.

Credit

CT: 2.0 CLE Credits (General)
NY: 2.0 CLE Credits (AOP)

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.

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. 

Speakers

clear_michael1 Michael T. Clear
Wiggin and Dana LLP, Greenwich

Erin Nicholls1 Erin D. Nicholls
Wiggin and Dana LLP, Madison

Moderator

John_Paul_Callahan1 John Paul Callahan
Reid and Riege PC, Hartford




Sponsor

C07

June 13, 2025

2:00 PM to 3:30 PM

Elder - Estates & Probate Track

Presented by the Elder Law Section

About the Program

This program will provide an overview of the various housing options and support for low-income elders and persons with disabilities.  The presenters will discuss rental, energy and property tax assistance, and how to effectively identify and access affordable housing options.  They will also discuss special housing protections for elders and persons with disabilities.   

You Will Learn

•              About the federal and state housing options for elders and persons with disabilities 
•              How to access affordable housing
       About Special housing protections for elders and person with disabilities 

Who Should Attend

All practitioners who work with elders or persons with disabilities, including attorneys practicing elder law, estate planning, real property, and disability law.

Credit

CT: 1.5 CLE Credits (General)
NY: 1.5 CLE Credits (AOP)

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.

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. 

Speakers

Nilda Havrilla1 Nilda Rodriguez Havrilla
Connecticut Legal Services Inc., New Britain

Jane Kelleher1 Jane Kelleher
Connecticut Legal Services Inc., New Britain

Michael Santoro1 Michael C. Santoro
State of Connecticut, Department of Housing, Hartford