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...

FATF Private Sector Consultative Forum 2024

From April 4-5, 2024, Partner Carolyn Reers was invited to attend and will be representing the American College of Trust and Estate Counsel (ACTEC) at the FATF Private Sector Consultative Forum 2024 at the United Nations Office in Vienna. The conference will be...

ABCT Workshop and Roundtable

On April 2, 2024, Partners Jack Sousa and Adam Silverman will participate in the Workshop and Round Table for Accelerator for Biosciences in Connecticut (ABCT). The program will include a workshop entitled, “Financing the Emerging Enterprise.” The discussion will...