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2016 Federal Tax Institute of New England
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Silver Sponsor






 Break Sponsor

    Education Sponsor 


 Join us for this full-day, premier educational event with national speakers presenting on cutting edge tax and estate planning issues.

You will learn about the future of estate planning, as well as significant tax issues faced by today’s businesses.


The Federal Tax Institute of New England will be held at Saint Clements Castle in Portland.



Agenda At-a-Glance

8:00 a.m.      Registration Opens

Networking Breakfast

8:55 a.m.     Opening Remarks

                                    Monte Frank, Connecticut Bar Association President, New Britain
                               Deborah J. Tedford, Tedford Law Firm PC, Mystic

9:00 a.m.     Opening Plenary Session: Modern Uses of Partnerships in Estate Planning

Paul Lee, Northern Trust, New York, NY

10:00 a.m.   Break

10:20 a.m.   Concurrent Session 1A: Choosing Wisely Among Charitable Income Plans

Patricia R. Beauregard, Cummings and Lockwood LLC, Stamford

Concurrent Session 1B: Connecticut Income Tax and Estate Tax Domicile and Residency Audits

Louis P. Bucari, Department of Revenue Services, Hartford
Luke T. Tashjian,
Whitman Breed Abbott & Morgan LLC, Greenwich

11:20 a.m.   Break

11:30 a.m.   Concurrent Session 2A: Never Pay Estate Taxes - The Annual Taxable Gifts Approach                       and Testamentary CLAT Remainder

Richard S. Franklin, McArthur Franklin PLLC, Washington, DC
Lester Law, Abbot Downing, Naples, FL

Concurrent Session 2B: Business Succession Planning

Morris W. Banks, Pullman & Comley LLP, Hartford
Constance Shields,
Withers Bergman LLP, New Haven

12:30 p.m.   Break

12:40 p.m.   Luncheon

1:25 p.m.     Luncheon Plenary Session: Capital Developments After the Election

Ronald D. Aucutt, McGuireWoods LLP, Tysons, VA 

2:25 p.m.     Break

2:35 p.m.     Concurrent Session 3A: The Bad and the Ugly of Trust Drafting

Marissa Dungey, Withers Bergman LLP, Old Greenwich
Stephen Liss, UBS Financial Services Inc, New York, NY

Concurrent Session 3B: Introduction to the ACTEC Commentaries on the Rules of Professional Conduct and a Practitioners' Responsibilities under Circular 230      
          Richard G. Convicer,
Convicer & Percy LLP, Glastonbury
          Peter T. Mott, Brody Wilkinson PC, Southport

3:35 p.m.     Break

3:45 p.m.     Closing Plenary Session: The Top Ten Issues in Fiduciary Income Tax                              

Charles D. Fox, McGuireWoods LLP, Charlottsville, VA

4:45 p.m.     Closing Remarks

                               Deborah J. Tedford, Tedford Law Firm PC, Mystic


CLE Credit: 6.0 Hours

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE.

Register Here!

Click Here For A Printable Registration Form


Bank of America - Merrill Lynch
CentricPro Management Services, Inc.™
Dime Bank
Dow Wealth Management LLC
ESOP Plus: Schatz Brown Glassman LLP
Fiduciary Trust International
FMV Opinions Inc
InterActive Legal
Management Planning Inc. (MPI)
Shannon's Fine Art Auctioneers
The Lackner Group
Webster Private Bank

Interested in becoming a sponsor or exhibitor? Click here for an overview of opportunities.

Contact Elizabeth Ferguson at (860) 612-2028 or for more information.




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