Date
12.18.2009
Time
8:00 a.m. - 4:15 p.m.
Host
PESI, LLC
Location
Crowne Plaza Hotel
66 Hale Avenue
White Plains, NY 10601
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.