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  • Hot Topics in Probate CLE (EEP191119)

    2019-11-19

    Hot Topics in Probate is the hugely popular biennial seminar sponsored by the Probate Assembly and the CBA Estates and Probate and Elder Law Sections. This year’s seminar, presented by probate judges and attorneys, will focus on the Connecticut Uniform Trust Code, which will become law in January 1, 2020, eFiling in the Probate Courts, and Connecticut Standards of Practice for Conservators.
  • The Unsung Heroes of the CT Trust Code: Directed and Domestic Asset Protection Trusts (EEP191107)

    2019-11-07

    Coming January 1, 2020 to a trust office near you! The opportunity to create these unique, modern forms of trust represents a watershed change in Connecticut law that presents great flexibility for clients who need these estate planning vehicles and should be a part of every estate planner’s toolbox. These new trusts have received very little attention since enactment in June. They are not for eve…
  • 2019 Federal Tax Institute of New England CLE (FTINE2019)

    2019-10-24

    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 est…
  • Estates and Probate Executive Committee: Connecticut Uniform Trust Code (SEP190909)

    2019-09-09

    An Overview and Discussion of the Connecticut Uniform Trust Code Speakers Kelley Peck, Deborah Tedford, Suzanne Walsh and John Ivimey. All of the speakers are experienced attorneys in the Connecticut trust and estate field. Many have had leadership positions in the bar association. Most notably, this was the group of attorneys primarily responsible for drafting and advocating for the legislation t…