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Estates and Probate Section: Engagement Letters for Trust and Estate Attorneys (SEP180409)
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4/9/2018
When: Monday, April 9, 2018
6:00 p.m. - 8:30 p.m.
Where: Quinnipiack Club
221 Church Street
New Haven, Connecticut  06510
United States
Contact: Member Service Center
(844)469-2221


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Engagement Letters for Trust and Estate Attorneys

CLE Credits:
*CT: 1.0 CLE Credits
*NY: 0.0 CLE Credits

Speakers:
Attorney Peter T. Mott, a principal of Brody Wilkinson
Attorney K. Bradoc “Brad” Gallant, Partner, Day Pitney LLP

Program Description:
Peter Mott and Brad Galant will review Engagement Letters: A Guide for Practitioners published and recently updated by the American College of Trust and Estates Counsel (ACTEC).

Biographies:
Peter T. Mott is a principal of Brody Wilkinson and a member of the firm’s Trusts & Estates Group. Peter practices in the areas of estate planning and trusts and estate administration. He assists individuals with tax and charitable gift planning, business owners with succession planning, and families planning for aging or incapacitated family members. Peter is a Martindale-Hubbell AV-rated attorney and is a member of the American and Connecticut Bar Associations and is past-chair of the Connecticut Bar Association’s Estates and Probate Section. He is an active member of the American College of Trust and Estate Counsel, where he serves as state chair of Connecticut and on the Board of Regents and served as chair of the Professional Responsibility Committee. Peter regularly publishes articles on estate planning and speaks at numerous seminars on the subject.

 

K. Bradoc "Brad" Gallant advises families in all aspects of trust administration and estate planning, including disabilities planning and special needs trusts as well as planning. He guides clients through often complicated and sensitive personal situations, such as medical and end-of-life decision-making, long-term care issues, conservatorships, commitments and guardianships, as well as planning for same sex couples and their families. Brad has litigated a wide range of matters in probate and appellate courts, including lost wills, paternity disputes, will and trust constructions, charitable trust deviations, contested conservatorships, accountings and undue influence cases. Brad has spoken on special needs trusts, long-term care insurance, probate litigation, the disposition of interests in trusts incident to divorce and ethical issues in estate planning at seminars throughout the U.S., including the annual meetings of the American College of Trust and Estate Counsel, the National Academy of Elder Law Attorneys and the American Bar Association, as well as at seminars sponsored by ALI-ABA, NYU Institute of Federal Taxation, the Connecticut Probate Assembly, the Federal Tax Institute of New England and other groups.

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*CBA Members: To receive credit, sign the attendance verification form at the meeting, and your credits will be automatically logged to your Professional Development Journal. If you do not attend the full program, do not sign the form. For partial credit, you will need to enter your time by the tenth of an hour into your Professional Development Journal.  


 

 

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