Upcoming Events
Estate Planning for Seniors Series
Session 1: Understanding Probate
Every Connecticut family will be touched by probate at some point following a death of a loved one. This four-part basics series will review Connecticut Probate Court resources, what to anticipate for planning purposes, and, in this age of do-it-yourself wills, the importance of engaging a trusts and estates lawyer who can help you plan for the future.This presentation does not offer legal advice or counsel, which can only be provided to you by your attorney.
Session 1: Understanding Probate
o What is Probate?
o The truth about “avoiding” probate
o Probate Court resources
REGISTRATION REQUIRED
Estate Planning for Seniors Series
Session 2: Wills
Every Connecticut family will be touched by probate at some point following a death of a loved one. This four-part basics series will review Connecticut Probate Court resources, what to anticipate for planning purposes, and, in this age of do-it-yourself wills, the importance of engaging a trusts and estates lawyer who can help you plan for the future.
This presentation does not offer legal advice or counsel, which can only be provided to you by your attorney.
Session 2: Will Basics
o What is a will
o What is a will substitute
o What happens when there is no will
o What can go wrong with a will
REGISTRATION REQUIRED
SEC Form CRS Helps Attorneys with Due Diligence
Every attorney needs to know how to do due diligence on his/her "financial adviser." What's involved? As a start, they should familiarize themselves with a simple two-to-four page disclosure document called Form CRS, adopted in 2020 by the SEC. This is especially important for attorneys who are retired or approaching retirement -- and attorneys who refer financial advisers to their clients, friends, or families.
The CRS or "Customer Relationship Summary" is a mandated disclosure document that SEC-regulated firms must post on their websites and provide to their clients. The CRS helps investors quickly get a handle on the type of service to expect from the firm, as well as the standard of care that applies to their financial professionals (investment advisers vs. broker-dealers vs. dual registrants), and the conflicts of interest embedded in the firm's way of doing business.
This program will help lawyers who:
- Are approaching retirement themselves or
- Are in the position of making referrals to their clients, friends or families
REGISTRATION REQUIRED
Estate Planning for Seniors Series
Session 3: Trusts
Every Connecticut family will be touched by probate at some point following a death of a loved one. This four-part basics series will review Connecticut Probate Court resources, what to anticipate for planning purposes, and, in this age of do-it-yourself wills, the importance of engaging a trusts and estates lawyer who can help you plan for the future.
This presentation does not offer legal advice or counsel, which can only be provided to you by your attorney.
Session 3: Trust Basics
o What is a trust?
o The role of a trustee
o Choosing a trustee
o How to deal with a dissatisfactory trustee
REGISTRATION REQUIRED
Estate Planning for Seniors Series
Session 4: Essential Planning for Every Family
Every Connecticut family will be touched by probate at some point following a death of a loved one. This four-part basics series will review Connecticut Probate Court resources, what to anticipate for planning purposes, and, in this age of do-it-yourself wills, the importance of engaging a trusts and estates lawyer who can help you plan for the future.
This presentation does not offer legal advice or counsel, which can only be provided to you by your attorney.
Session 4: Essential Planning for Every Family
o Powers of Attorney and Health Care Directives
o Transfer wealth tax free through annual gifting
o How to organize your records, protect your heirs
o Finding a Trusts and Estates lawyer
o Integrating your Financial and Estate Plans
REGISTRATION REQUIRED