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FTINE2015- Federal Tax Institute of New England Materials

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Product includes course materials for the "Federal Tax Institute of New England" CLE, presented on October 30, 2015. Course materials will be sent electronically once payment is processed.

Presented by the Estates and Probate Section and Tax Section

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.


9:00 a.m.   Opening Remarks

                    William H. Clendenen, Jr., CBA President

9:05 a.m.    Opening Plenary Session
                     The Future of Estate Planning: Don't Get Behind the Change Curve

                   Jonathan G. Blattmachr, Pioneer Wealth Partners LLC, New York, NY

10:15 a.m.  Concurrent Session 1A: Drafting Flexible Trusts and Avoiding Unpleasant Surprises

 David L. Silvian, Day Pitney LLP, Boston
Steven M. Fast, Day Pitney LLP, West Hartford

                    Concurrent Session 1B: Structuring Partner Equity Compensation

Michael Spiro, Finn Dixon & Herling LLP, Stamford
Richard LeV
ine, Withers Bergman LLP, New Haven

11:15 a.m.  Concurrent Session 2A: Tax Issues in Fiduciary Litigation

Mickey Davis, Davis & Willms PLLC, Houston, TX
Melissa Willms, Davis & Willms PLLC, Houston, TX

11:15 a.m.  Concurrent Session 2B: Hot Topics in Partnership Taxation

Louis B. Schatz, Shipman & Goodwin LLP, Hartford
Ryan V. Leichsenring, Shipman & Goodwin LLP, Hartford

1:00 p.m.  Luncheon Plenary: The Role of Lawyers in Combating Money Laundering and
                       Terrorist Financing: The Financial Action Task Force (FATF), Voluntary Good
                     Practices Guidance, and Formal Opinion 463

                                John A. Terrill, II, Heckscher Teillon Terill & Sager, Pennsylvania

2:00 p.m.    Concurrent Session 3A: Mismatch Rematch: Re-Aligning the Estate Plan to Avoid
                        Unexpected Pitfalls

 N. Todd Angkatavanich, Withers Bergman LLP, New Haven
 Karen E. Yates, Shareholder LeClairRyan, New Haven

                    Concurrent Session 3B: Recent Developments in International Tax Reporting and

 Richard G. Convicer, Convincer & Percy LLP, Glastonbury
 Daniel L. Gottfried, Hinckley Allen & Snyder LLP, Hartford

3:05 p.m.    Closing Plenary: Getting Back to BasicsBasis Basics That Is!

 Lester B. Law, Abbot Downing, Naples, FL
 Kelley Galicia Peck, Robinson + Cole LLP, Hartford

3:55 p.m.    Closing Remarks

                                Deborah Tedford, Tedford Law Firm PC, Mystic