Product includes audio files for the "Wealth Transfer Planning: Tax & Medicaid Implications" CLE, presented on February 27, 2015. Audio files, course materials, seminar evaluation form, and Verification Affidavit will be sent electronically once payment is processed.
For CLE credit, record the codes heard in the course audio on the Verification Affidavit and submit the document to the CBA in accordance with the instructions in the document.
Presented by the Elder Law Section
Seminar Code: EEL150227
CLE Credit: 5.0 Hours
About the Program:
This program will cover the basic estate tax, gift tax and Medicaid aspects of common transfers. Basic strategies, including the use of Trusts, care contracts and annuities will also be covered. There will be a focus on the special problem posed by the incapacitated client.
Who Should Purchase:
Attorneys and other professionals dealing will all aspects of estate planning and elder law issues
Program Chairs and Moderators:
Deborah L. Hadaway, Elder Law Center of Connecticut, Glastonbury
Laurel D. Mangan, Law Office of Laurel Mangan, Vernon
Hon. F. Paul Kurmay, Stratford Probate District (ret.)
Keith “Brad” Gallant, Day Pitney LLC, New Haven
Amy E. Orlando, Law Offices of Amy E. Orlando LLC, Cheshire
John Palmeri, John J. Palmeri - Attorney at Law LLC, Cheshire
Sharon L. Pope, CzepigaDalyPope LLC, Hartford
****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.