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2024 Federal Tax Institute of New England

When: November 14, 2024

at 8:00am

- 5:00pm

People: Erin D. Nicholls , Michael T. Clear

Location: Saint Clements Castle and Marina, 1931 Portland-Cobalt Rd., Portland, CT

On November 14th, Private Client Services Partners Erin Nicholls and Michael Clear will be presenting at the Connecticut Bar Association’s event, 2024 Federal Tax Institute of New England. Erin and Michael’s session titled Protectors, Selectors, Substitutors, Oh My: Advanced Trust Drafting will provide an overview of trust design, emphasizing types of trusts, the role of trustees, the utilization of directed trusts, and the practical implications of distribution terms. Participants will hear about real-life cases examining the relationship between trusts, tax planning, and asset protection planning.

For more information, click here.

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Erin D. Nicholls

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