Tax Session - Snow Date 3/9/11
Date: Tuesday, March 8, 2011
Time: 8:00 AM - 11:00 AM
Location: Hartford Club, Hartford, CT
Speaker: Richard Harris, Esq.
Connecticut Estate & Tax Planning Council, Inc.
presents
RICHARD L. HARRIS, CLU, AEP
RECENT DEVELOPMENTS:
Life Insurance and Estate Planning
Tuesday, March 8, 2011
The Hartford Club
Hartford, Connecticut
7:30 - 8:30 a.m. Registration with Networking & Full Breakfast
8:30 - 10:45 a.m. Presentation by Richard L. Harris
As an estate planning professional, you know it is essential to keep pace with the changes in the laws that will impact your clients. With estate tax changes looming on the horizon this year, change is the only certainty. Find out how you can take practical steps to better protect your clients and their investment accounts through the uncertainty.
This presentation will include the very latest developments in:
· Life insurance death benefit as an asset class
· Insurance company valuation of life insurance policies for gift and estate purposes
· Split-dollar life insurance arrangements
Attorney Harris is the managing member of Richard L. Harris LLC, a firm that specializes in life insurance and estate planning. He has been in the business for 40 years is a life insurance broker, consultant and expert witness and a nationally recognized expert on Split-Dollar Life Insurance Arrangements.
Richard Harris is a Chartered Life Underwriter and an Accredited Estate Planner a member of the Association for Advanced Life Underwriting (AALU), the Society of Financial Services Professionals, the Bergen County (NJ) Estate Planning Council and the National Association of Estate Planning Councils.
He is the Chair of the Insurance Committee for Trusts and Estates magazine.
Coauthor of two books including Advanced Planning for the Ultra-affluent: A Framework for Professional Advisors published by Institutional Investor and has written articles for Trusts & Estates, Estate Planning, Financial Advisor, Private Wealth, Journal of Wealth Management and Journal of Practical Estate Planning.
President Vice President Treasurer Secretary
Pamela J. Detoro, CTFA Michael J. Reardon, Esq. Nancy M. Vendetti, TEP G. Gray Horn, CTFA
Immediate Past President, Teresa J. Reichert, Esq. ♦ Board Members, John H. Driscoll, Jr. ,JD, LLM, CFP® ♦ Ann Merriam Feinberg, JD
Peter J. Decker ♦ William Fairchild, CFP ♦ Stacie Weiner CFA ♦ H. Michael Keden CTFA
Joan Hemperly, Executive Director // 419 Downs Road, Bethany, CT 06524 203-393-2267 cetpc@snet.net
Registration for Richard L. Harris Seminar
Name of Attendee _________________________________________________________________
Company or Firm Name _____________________________________________________________
(If this registration is for more than one individual, please list all individuals on a separate sheet and attach it to this page)
Address _______________________________________________________________________
_______________________________________________________________________
e-Mail Address __________________________________________________________________
Telephone ____________________________
Professional Discipline ____________________________________
Please make checks payable to the
Connecticut Estate & Tax Planning Council, Inc.
IMPORTANT: Advance Registration fee must be received by March 4, 2011.
ADVANCE REGISTRATION FEE:
$75.00 for all Connecticut Estate & Tax Planning Council, Inc. members
$75.00 per person for members of all other NAEPC Councils
$65.00 per attendee for firms with 4 or more attendees
$95.00 for all others
Council Member? Yes ___ No ___
Name of Council: ____________________________________________
REGISTRATION AFTER MARCH 4TH OR AT THE DOOR:
$95.00 per person
FREE Parking for Attendees: Attendees have access to the Travelers Garage adjacent to the Club. You should pull up to the new gate at the head of the driveway, press the intercom button, and tell the parking attendant that you are with the Connecticut Estate & Tax Planning Council Meeting. The attendant will raise the gate and allow you to enter the parking garage
MAIL REGISTRATION & PAYMENT TO:
Joan Hemperly, Executive Director
Connecticut Estate & Tax Planning Council, Inc.
419 Downs Road
Bethany, CT 06524
203 393 2267 cetpc@snet.net
SNOW DATE IS WEDNESDAY, MARCH 9TH. CHECK WEBSITE FOR CANCELLATION DETAILS.