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2009 Estate Planning Update

Date

12.16.2009

Time

8:00 a.m. - 4:15 p.m.

Host

PESI, LLC

Location

Crowne Plaza Hotel
100 Berlin Road
Cromwell, CT 06416

Event Information

Seminar Outline

  • Estate and Gift Planning Fundamentals
  • Retirement Account Planning
  • Charitable Tax Planning Fundamentals
  • Business Succession Planning
  • Decanting Trusts
  • Recent Developments in Estate Planning for 2009
  • Estate Planning for Real Estate
  • Questions and Answers

Speakers:

Daniel L. Daniels is a partner in the trusts and estates department at Wiggin and Dana LLP
Daniel G. Johnson is a principal in the Private Clients Group of Cummings & Lockwood
David T. Leibell is a partner in Wiggin and Dana Trusts and Estates Department.
Matthew A. Bovino is a partner in the New Canaan, Connecticut office of Davidson, Dawson & Clark LLP
Jeffrey A. Cooper is an Associate Professor of Law at Quinnipiac University School of Law.

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