Estate and Exit Planning Pitfalls and Opportunities

On April 24th, Partner Michael Clear will be a speaker at the event, Estate and Exit Planning Pitfalls and Opportunities. Hosted by Exit Planning Exchange and the Estate Planning Council of Lower Fairfield County, Michael will discuss the latest tools, must-haves and...

2024 FPA of Connecticut State Conference

On April 24th, Partners Michael Clear and Erin Nicholls will be speakers at the Financial Planning Association of Connecticut (FPA) State Conference. They will be presenting on trust design and management which is a topic that will cover the various types of trusts,...

Issue Spotting: Trusts in Divorce Matters

On May 16, Partners Michael Clear and Matthew Smith will present at the seminar titled, Issue Spotting: Trusts in Divorce Matters. Hosted by the Fairfield County Bar Association, Michael and Matthew will discuss the following topics: How trusts are protected or...