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Materials Only - 2016 Federal Tax Institute of New England

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Product includes course materials for the "Federal Tax Institute of New England" CLE, presented on November 18, 2016. Course materials will be sent electronically once payment is processed.




Agenda At-a-Glance

8:00 a.m.      Registration Opens

Networking Breakfast

8:55 a.m.     Opening Remarks

                                    Monte Frank, Connecticut Bar Association President, New Britain
                               Deborah J. Tedford, Tedford Law Firm PC, Mystic

9:00 a.m.     Opening Plenary Session: Modern Uses of Partnerships in Estate Planning

Paul Lee, Northern Trust, New York, NY

10:00 a.m.   Break

10:20 a.m.   Concurrent Session 1A: Choosing Wisely Among Charitable Income Plans

Patricia R. Beauregard, Cummings and Lockwood LLC, Stamford

Concurrent Session 1B: Connecticut Income Tax and Estate Tax Domicile and Residency Audits

Louis P. Bucari, Department of Revenue Services, Hartford
Luke T. Tashjian,
Whitman Breed Abbott & Morgan LLC, Greenwich

11:20 a.m.   Break

11:30 a.m.   Concurrent Session 2A: Never Pay Estate Taxes - The Annual Taxable Gifts Approach                       and Testamentary CLAT Remainder

Richard S. Franklin, McArthur Franklin PLLC, Washington, DC
Lester Law, Abbot Downing, Naples, FL

Concurrent Session 2B: Business Succession Planning

Morris W. Banks, Pullman & Comley LLP, Hartford
Constance Shields,
Withers Bergman LLP, New Haven

12:30 p.m.   Break

12:40 p.m.   Luncheon

1:25 p.m.     Luncheon Plenary Session: Capital Developments After the Election

Ronald D. Aucutt, McGuireWoods LLP, Tysons, VA 

2:25 p.m.     Break

2:35 p.m.     Concurrent Session 3A: The Bad and the Ugly of Trust Drafting

Marissa Dungey, Withers Bergman LLP, Old Greenwich
Stephen Liss, UBS Financial Services Inc, New York, NY

Concurrent Session 3B: Introduction to the ACTEC Commentaries on the Rules of Professional Conduct and a Practitioners' Responsibilities under Circular 230      
          Richard G. Convicer,
Convicer & Percy LLP, Glastonbury
          Peter T. Mott, Brody Wilkinson PC, Southport

3:35 p.m.     Break

3:45 p.m.     Closing Plenary Session: The Top Ten Issues in Fiduciary Income Tax                              

Charles D. Fox, McGuireWoods LLP, Charlottsville, VA

4:45 p.m.     Closing Remarks

                               Deborah J. Tedford, Tedford Law Firm PC, Mystic