Past Events

September 22, 2020 Member Dinner Meeting - postponed due to Covid
To be announced
May 12, 2020 Member Breakfast Meeting - postponed
To be determined
March 31, 2020 Member Dinner Meeting-Postponed from 1-21-20
to be announced
March 31, 2020 Addressing Conflict in Client Families CANCELED
Jane Beddall
December 11, 2019 Board of Directors Meeting
October 2, 2019 Connecticut's NEW Trust Laws
Attorney Kelley Galica Peck
May 14, 2019 Exploring Unsupervised Probate
Hon. Robert K. Killian and Kelley Peck Esq.
January 22, 2019 Economic Update 2019: National and Local
Patrick J. Flaherty
August 8, 2018 CETPC Annual Meeting
WARREN ZAFRIN
February 20, 2018 RESCHEDULED MEETING -Tax Cuts and Jobs Act of 2017: A Panel Discussion; Predicting the Winners & Losers, Is it Possible?
Barry Fischman, CPA - Michael D'Addio, JD - Edward Pratesi, ASA, CM & AA, CVA and John Salemi CPA MST.
January 17, 2018 Event CANCELLED due to weather Tax Cuts and Jobs Act of 2017: A Panel Discussion; Predicting the Winners & Losers, Is it Possible?
Barry Fischman, CPA - Michael D'Addio, JD - Edward Pratesi, ASA, CM & AA, CVA and John Salemi CPA MST.
October 3, 2017 Board of Directors Meeting
September 19, 2017 Breakfast Meeting- Postponed
To be determined
May 25, 2017 EVENT POSTPONED - Medicaid Eligibility Planning Strategies
Amy E. Orlando, Esq.
April 25, 2017 Board of Directors Meeting
February 21, 2017 DIVORCE: The important role of accounting, financial and estate planning professionals.
ROSEMARY E. GIULIANO, ESQ. of Giuliano Richardson & Sfara LLC
October 25, 2016 Event Cancelled-Technical Seminar - 2016 Estate & Gift Tax Update
Barry Fischman, CPA & Michael D'Addio, JD of Marcum Accountants & Advisors
September 29, 2016 Good Intentions Can Lead to Unintended Consequences.
Jeffrey Haskell
May 17, 2016 Natalie Choate - Postponed
Natalie Choate
February 16, 2016 Whoses Trust is it Anyway?
Karen Yates
September 29, 2015 Estate Planning with Digital Assets—How UFADAA will help
Suzanne Brown Walsh
May 19, 2015 "Recent Estate and Probate Developments and Predictions for 2015. Items to be covered include recent CT cases and legislation and hot topics in prudent investment and fiduciary litigation."
Jeffrey A. Cooper Professor of Law BA
February 3, 2015 Four investment Themes for 2015
Kei A. Sasaki, CFA
November 25, 2014 Fiduciary Accounting Income – Importance for Tax and Non-Tax Purposes
Barry Fischman, CPA & Michael D'Addio, JD of Marcum Accountants & Advisors
September 16, 2014 "Top Ten Myths about the Connecticut Economy."
Steven Lanza
May 20, 2014 "Estate Planning, Wealth Transfer Strategies and Probate: Recent Developments and Predictions for 2014 and Beyond. Items to be covered include, Maximizing the $5mm exemption, recent CT cases and legislation including new rules for CT probate practice, and hot topics in prudent investment and fiducia
Jeffrey A. Cooper
March 25, 2014 Cultivating the Ultra-Affluent: Best practices for understanding and working with the financial elite.
Hannah Shaw Grove
September 17, 2013 Elder Services
Keith Klovee-Smith, Wells Fargo
May 21, 2013 The Hartford Club- Stephan R. Leimberg, JD
Stephan R. Leimberg, Esq.
March 19, 2013 Waterbury Country Club
Julie Jason, JD, LLM
September 19, 2012 New Haven Lawn Club
Jeffrey A. Cooper
May 16, 2012 Member Meeting
Panel Discussion
March 27, 2012 Board of Directors Meeting
March 6, 2012 CT Estate & Tax Planning Council Meeting - Natalie Choate - March 6, 2012
Natalie Choate
January 24, 2012 Board of Directors Meeting
December 6, 2011 BOARD OF DIRECTORS MEETING
October 18, 2011 MEMBER & BOARD MEETING
Amelia Renkert-Thomas
June 21, 2011 BOARD OF DIRECTORS MEETING
May 10, 2011 ESTATE PLANNING FOR SAME-SEX COUPLES
STUYVESANT K. BEARNS, ESQ.
March 8, 2011 Tax Session - Snow Date 3/9/11
Richard Harris, Esq.
October 19, 2010 Member & Board Meeting
Gregory D. Singer
September 14, 2010 Board of Directors Meeting
May 18, 2010 WATERBURY COUNTRY CLUB
EUGENE P. BUCCINI, PH.D.
March 9, 2010 ROY ADAMS --- BACK IN CONNECTICUT
January 12, 2010 BOARD OF DIRECTORS MEETING
November 17, 2009 Death & Taxes in Connecticut, or “Reunited and it Feels so Good”
Edward A. Renn, Esq. and Karen E. Yates, Esq. of Withers Bergman, LLP.
September 15, 2009 The Impact of 2009 Changes to Federal Tax, Regulatory and Case Law on Individuals and Owners of Smal
Michael J. Tucker, CPA
June 23, 2009 Board of Directors Meeting
May 19, 2009 Annual Meeting - Waterbury Country Club
March 3, 2009 To be Announced
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