2009 Estate Planning Update

December 16, 2009
Crowne Plaza Berlin CT 06416

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


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.