October 24, 2019
9:00 AM to 5:00 PM
Saint Clements Castle
1931 Portland-Cobalt Rd
Registration for this event is at capacity for the venue. Walk-in registrants will not be accommodated. We apologize for the inconvenience.
Presented by the Estates and Probate Section and Tax Section
About the Program
Don't miss this premier event for the estate planning and tax communities. The day will kick-off with a networking breakfast followed by both plenary and break-out sessions. For the first time, we will be presenting in a three-track format—business tax and planning, estate tax and planning, and the new Connecticut Uniform Trust Code (UTC). National speakers will present on cutting-edge tax and estate planning issues, including tax implications and concerns under the UTC as well as drafting trusts under the UTC. Register early as space is limited for this event.
You Will Learn
- About Connecticut's new Uniform Trust Code, including tax implications and concerns
- About tax issues affecting startup ventures and early stage companies
- About real estate tax planning
- About the significance of the Kaestner Trust decision and its impact on state income taxation of trusts
- Perspectives on domestic asset protection trusts, including self-settled Connecticut asset protection trusts
- About qualified small business stock
- About diversity and inclusion in the legal profession
Who Should Attend
Practitioners of all levels and in a wide variety of practice settings will find relevant content and training at this program—most notably those in the business, partnership, and corporate tax areas; estate planning and administration attorneys; and attorneys seeking to familiarize themselves with Connecticut’s recently enacted Uniform Trust Code and the related changes to estate planning and administration in Connecticut.
(Includes breakfast, lunch, breaks, and electronic materials*)
||Early (by 9/20)
|Late (after 10/14)
|Law/Paralegal Student Member
|Non-Member (of all kinds)
Printable Registration Form
CT: 6.0 CLE Credits (5.0 General; 1.0 Ethics) or (6.0 General)
NY: 7.0 CLE Credits (6.0 AOP; 1.0 D&I) or (7.0 AOP)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.
*Electronic materials are included in the price of the seminar. Any materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be provided. Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.
Thank You to Our Sponsors
| Keynote Speaker Sponsor
|Networking Breakfast Sponsor
Sponsor this Event
American Cancer Society
Bank of America - Merrill Lynch
Dow Wealth Management
Fiduciary Trust Company International
Management Planning Inc. (MPI)
Become an Exhibitor