2017 Seminar Schedule

National speakers will present on cutting edge tax and estate planning issues. The seminars will address the future of estate planning, as well as significant tax issues faced by today’s businesses. Practitioners of all levels and in a wide variety of practice settings will find relevant content and training at this program.

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2017 Seminar Schedule

8:00 a.m.  Registration
8:55 a.m.  Introduction
9:00 a.m. Opening Plenary – The Key to Building Wealth: Tax Free Compounding and How to Achieve It
Jonathan Blattmachr, Pioneer Wealth Partners LLC, New York, NY
Jeff Glickman, J4 Capital, Highland Park, IL

10:00 a.m.    Break
10:20 a.m.  Concurrent Sessions 1
1A.  Different Flavor of “Freezes”: A Comparison of GRATS, Sales to Grantor Trusts, and Preferred Partnerships

N. Todd Angkatavanich, Withers Bergman LLP,  Manhattan, New Haven, and Greenwich
S. Stacy Eastland, Goldman Sachs & Co., Houston, TX
Carlyn S. McCaffrey, McDermott Will & Emery LLP, New York, NY
1B. The New Connecticut Uniform LLC Act
Marcel J. Bernier, Murtha Cullina LLP, Hartford

11:20 a.m. Break
11:30 a.m. Concurrent Sessions 2
2A.  Tax and Other Important Issues in Special Needs Trusts Planning
Barbara Taylor,
Reid and Reige PC, Hartford
Deborah J. Tedford,
Tedford Law Firm PC, Mystic
2B. The Purchase, Sale, and
Redemption of the LLC Interests

Daniel M. Smolnik, Smolnik Law Offices, Hamden
Michael P. Spiro, Finn Dixon & Herling, Stamford

12:30 p.m.   Break
12:40 p.m.  Lunch
1:25 p.m.   Luncheon Plenary Session – Washington Update: Prospects for Tax Changes Ten Months into the Trump Administration
Ronald D. Aucutt, McGuireWoods LLP, Tysons, VA

2:25 p.m.   Break
2:35 p.m.  Concurrent Session 3
3A. The Intersection of Estate Planning and Family Law: Critical Recent Developments Involving Funded Trusts
K. Bradoc ” Brad” Gallant,
Day Pitney LLP,  New Haven
Rebecca A. Iannantuoni,
Day Pitney LLP, New Haven
3B. Charitable Gifts – Watch Your Step: Diversification, Substantiation, Procrastination
Daniel G. Johnson, Cummings & Lockwood LLC, Stamford
Katherine A. McAllister, Cummings & Lockwood LLC, Stamford

3:35 p.m.   Break
3:45 p.m.  Afternoon Plenary – Ethics of a Tax Practice
Commissioner Kevin B. Sullivan,
Department of Revenue Services, Hartford

Peter S. Jongbloed, United States Attorney’s Office, New Haven
Lisa E. Perkins, Green & Sklarz LLC, New Haven