Events

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Upcoming events

  • SPRING SOCIAL at MYSTIC SEAPORT!

    • 26 Jun 2019
    • 5:30 PM - 7:30 PM
    • Mystic Seaport
    Register

     

       

    The Estate and Tax Planning Council of Eastern Connecticut presents

    SPRING SOCIAL at MYSTIC SEAPORT

     

    Co-Sponsored by Darrell E. Fox, CRPC, CFP, of Ameriprise Financial Services, Inc. and Paul G. Holland, Jr., J.D., LL.M., of Holland Law Offices, LLC.

     

    Thompson Exhibition Building, Mystic Seaport

     75 Greenmanville Ave., Mystic, CT 06355

    Wednesday, June 26, 2019

    5:30  – 7:30 pm

    Passed appetizers and Open Bar (Beer and Wine) for two hours.

     

    The Council would like to thank Darrell E. Fox, CRPC, CFP, of Ameriprise Financial Services, Inc., and Paul G. Holland, Jr., J.D., LL.M., of Holland Law Offices, LLC, for their generous sponsorship of this event.  You can learn more about Darrell at https://www.ameripriseadvisors.com/team/centurion-wealth-management/  and Paul at http://hollandprobatelaw.com/

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  • Cannon Estate Planning Series - Your Marital Agreements Toolbox

    • 23 Jul 2019
    • 12:30 PM - 2:00 PM
    • The Community Foundation - 68 Federal Street, New London
    The Cannon Financial Institute 2019 Estate Planning Teleconference Series

    RSVP (for accurate lunch count/copies of materials)     To: 
    Alison Woods at the Community Foundation at 860-442-3572 or alison@cfect.org
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series - Practical Solutions to Vexing Trust Administration Dilemmas

    • 27 Aug 2019
    • 12:30 PM - 2:00 PM
    • The Community Foundation - 68 Federal Street, New London
    The Cannon Financial Institute 2019 Estate Planning Teleconference Series

    RSVP (for accurate lunch count/copies of materials)     To: 
    Alison Woods at the Community Foundation at 860-442-3572 or alison@cfect.org
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series - Contemporary Uses for Life Insurance in Estate Planning

    • 24 Sep 2019
    • 12:30 PM - 2:00 PM
    • The Community Foundation - 68 Federal Street, New London
    The Cannon Financial Institute 2019 Estate Planning Teleconference Series

    RSVP (for accurate lunch count/copies of materials)     To: 
    Alison Woods at the Community Foundation at 860-442-3572 or alison@cfect.org
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series - Unmaking Messes

    • 22 Oct 2019
    • 12:30 PM - 2:00 PM
    • The Community Foundation - 68 Federal Street, New London
    The Cannon Financial Institute 2019 Estate Planning Teleconference Series

    RSVP (for accurate lunch count/copies of materials)     To: 
    Alison Woods at the Community Foundation at 860-442-3572 or alison@cfect.org
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series - Estate Planning for Professionals

    • 05 Nov 2019
    • 12:30 PM - 2:00 PM
    • The Community Foundation - 68 Federal Street, New London
    The Cannon Financial Institute 2019 Estate Planning Teleconference Series

    RSVP (for accurate lunch count/copies of materials)     To: 
    Alison Woods at the Community Foundation at 860-442-3572 or alison@cfect.org
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series - Client or Non-Client?

    • 10 Dec 2019
    • 12:30 PM - 2:00 PM
    • The Community Foundation - 68 Federal Street, New London
    The Cannon Financial Institute 2019 Estate Planning Teleconference Series

    RSVP (for accurate lunch count/copies of materials)     To: 
    Alison Woods at the Community Foundation at 860-442-3572 or alison@cfect.org
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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Past events

25 Jun 2019 Cannon Estate Planning Series - Ethics Issues in a Modern Estate Planning Practice
28 May 2019 Cannon Estate Planning Series - New and Enduring Problems in Business Succession Planning
01 May 2019 Annual Economic Update
23 Apr 2019 Cannon Estate Planning Series - Where Does Your Trust Live?
26 Mar 2019 Cannon Estate Planning Series - Identifying Land Mines and Minimizing Battle Scars in Conflicts Between Trustees and Beneficiaries
06 Mar 2019 Observations From The Bench by Probate Court Judge Nicholas F. Kepple
26 Feb 2019 Cannon Estate Planning Series - The Moving Target: Planning for Clients with Net Worth Over $11 Million
29 Jan 2019 Cannon Estate Planning Series - The New "Moderately Wealthy" Planning for Clients with Net Worth Under $11 Million
05 Dec 2018 Advising Clients Through The Toughest Times Of Life
04 Dec 2018 Cannon Estate Planning Series -
06 Nov 2018 Cannon Estate Planning Series - Directed Trusts: Understanding the Risks and Rewards
23 Oct 2018 Cannon Estate Planning Series - Income Tax Considerations in Estate Planning and Estate & Trust Administration
03 Oct 2018 Financial Abuse of Seniors
25 Sep 2018 Cannon Estate Planning Series - Estate Planning & Administration Issues for the Elderly & Disabled
04 Sep 2018 FALL SOCIAL at S&P OYSTER!
28 Aug 2018 Cannon Estate Planning Series - Retirement Asset Planning for Estate Planners: Compelling Practical Advice
24 Jul 2018 Cannon Estate Planning Series - Management (And Mismanagement) Of Trust Assets
26 Jun 2018 Cannon Estate Planning Series - Ethics Issues Facing Trusts and Estates Practitioners
22 May 2018 Cannon Estate Planning Series - Engaging the Next Generation of Estate Planning Clients
02 May 2018 Annual Economic Update
24 Apr 2018 Cannon Estate Planning Series - Developments in Trust & Estate Administration and Fiduciary Liability
28 Mar 2018 RESCHEDULED Charitable Giving: Opportunities Ahead and Avoiding Pitfalls
27 Mar 2018 Cannon Estate Planning Series - Charitable Giving: Seeking the Perfect Match between Donor and Donee
27 Feb 2018 Cannon Estate Planning Series - Modification & Termination of Trusts: A Double-Edged Sword
23 Jan 2018 Cannon Estate Planning Series - Designing Estate Plans to Withstand Challenges
06 Dec 2017 Investigative reporting on the State of Connecticut budget crisis
05 Dec 2017 Cannon Estate Planning Series - Trying Too Hard to Do Too Much: Ethics Traps for the Good Samaritan
16 Nov 2017 FANTASTIC FALL SOCIAL!
07 Nov 2017 Cannon Estate Planning Series - Protecting Beneficiaries from Themselves and Others
17 Oct 2017 Cannon Estate Planning Series - Don’t Overlook the Power of Powers
04 Oct 2017 Addressing the Six Key Areas of Capital Accumulation and Protection
19 Sep 2017 Cannon Estate Planning Series - Family Business Succession Planning: Now More Challenging than Ever
22 Aug 2017 Cannon Estate Planning Series - Estate Planning for the 99%
25 Jul 2017 Cannon Estate Planning Series - Estate Planning for & Administration of Digital Assets
27 Jun 2017 Cannon Estate Planning Series - Malpractice in Estate Planning: Some Guidance on How to Avoid It
15 Jun 2017 KICK OFF THE SUMMER SOCIAL
23 May 2017 Cannon Estate Planning Series - The Junction of Excellent Estate Planning & Terrible Trust Admin.
03 May 2017 Annual Economic Update: An Overview of the Financial Markets & Economy
25 Apr 2017 Cannon Estate Planning Series - Designing and Administering Estate Plans to Minimize Income Tax
21 Mar 2017 Cannon Estate Planning Series - Designing and Administering Trust Distribution Mechanisms
02 Mar 2017 Capacity: The Interface Between Medical and Legal Concerns
21 Feb 2017 Cannon Estate Planning Series - Post-Mortem Tax Election Heaven
24 Jan 2017 Cannon Estate Planning Series - Elephant in the Room: Disposition of Qualified Plans and IRAs
07 Dec 2016 Estate Planning for Business Owners
06 Dec 2016 Cannon Estate Planning Series - Nation of Elders: Estate Planning for an Aging Population
15 Nov 2016 Cannon Estate Planning Series - The Ongoing March of Breach of Duty Claims and How to Protect Against Them
27 Oct 2016 OKTOBERFEST SOCIAL
18 Oct 2016 Cannon Estate Planning Series - Directed and Delegated Trusts - The Options Available and The Risks Involved
05 Oct 2016 Using Home Equity in Retirement: What Clients Need You to Know
27 Sep 2016 Cannon Estate Planning Series - Super Creditor! IRS Tool & Tactics to Collect an Unpaid Tax Liability
23 Aug 2016 Cannon Estate Planning Series - Asset Protection Planning without Going Offshore
26 Jul 2016 Cannon Estate Planning Series - Liability Risks Arising From Holding Certain Assets in Trust
30 Jun 2016 KICK-OFF THE SUMMER SOCIAL
28 Jun 2016 Cannon Estate Planning Series - Preserving the Integrity of the Estate Plan
24 May 2016 Cannon Estate Planning Series - The Sometimes Complicated World of Charitable Giving
04 May 2016 Annual Meeting and Economic Update: An Overview of the Financial Markets & Economy
26 Apr 2016 Cannon Estate Planning Series - Life Insurance Revisited
22 Mar 2016 Cannon Estate Planning Series - Ethics Issues Arising in Estate Planning for Those in Different Family Contexts
16 Mar 2016 The True Frontier of Estate Planning: Effective Collaboration
08 Dec 2015 Cannon Estate Planning Series - Ethics Issues in Trust Administration
02 Dec 2015 December Quarterly Luncheon - Planning for Long Term Care: Help Protect Your Financial Future
17 Nov 2015 Cannon Estate Planning Series - Retirement Benefit Planning: Dealing with the Uncertainties
20 Oct 2015 Cannon Estate Planning Series - Post-Mortem Estate Planning
07 Oct 2015 Natalie Choate - Special Guest Quarterly Luncheon
15 Sep 2015 Cannon Estate Planning Series - The Ascendency of Income Tax Planning
18 Aug 2015 Cannon Estate Planning Series - Working With Disabled Clients and a Client's Disabled Family Members
21 Jul 2015 Cannon Estate Planning Series - State Income Tax Issues with Trusts
23 Jun 2015 Cannon Estate Planning Series - Closely-Held Business Succession Planning - Opportunities and Challenges
19 May 2015 Cannon Estate Planning Series - Ethics Issues in Estate Planning
06 May 2015 Annual Economic Update: An Overview of the Financial Markets & Economy
21 Apr 2015 Cannon Estate Planning Series - Trust Modification, Decanting and Premature Termination
11 Mar 2015 Digital Asset Planning and Administration, and How UFADAA Will Help
03 Dec 2014 Securing Your Retirement - Transforming Social Security into a Winning Retirement Strategy
01 Oct 2014 Tax Battles: Unpaid Taxes, When Filing a Joint Return Can Hurt, and Criminal Tax Review
07 May 2014 Annual Economic Update
12 Mar 2014 Asset Protection Trusts for Non-Disabled Adult Children
10 Dec 2013 Cannon Estate Planning Series - Reaching the Ethical Summit
04 Dec 2013 Using Leadership, Stewardship, and Governance as a Framework for Managing Fiduciary Responsibility
12 Nov 2013 Cannon Estate Planning Series - Navigating the Charitable Giving Labyrinth
15 Oct 2013 Cannon Estate Planning Series - Solving Frequently Encountered Problems With Retirement Assets
10 Oct 2013 Probate Court Judge Reception and Panel Discussion
02 Oct 2013 Tax Compliance for Small Businesses in Connecticut – New Developments and Best Practices
17 Sep 2013 Cannon Estate Planning Series - The Annual Exclusion May Be Elusive
20 Aug 2013 Cannon Estate Planning Series - Estate Planning Issues for Non-Married Clients
16 Jul 2013 Cannon Estate Planning Series - Special Estate Planning Concerns for the Elderly and Disabled
18 Jun 2013 Cannon Estate Planning Series - Business Succession or Business Cessation? Passing the Baton to the Next Generation
21 May 2013 Cannon Estate Planning Series - Never a Dull Moment in the Management of Trust Assets
01 May 2013 Annual Economic Update: An Overview of the Financial Markets & Economy
23 Apr 2013 Cannon Estate Planning Series - Ethics Traps in Estate Planning Administration
19 Mar 2013 Cannon Estate Planning Series - Vexatious Fiduciary Duty Concerns
06 Mar 2013 ”Fiduciaries & Firearms”: Estate Planning & Settlement for Gun Owners
05 Dec 2012 Remedies for Elder Financial Abuse: A Panel Discussion
03 Oct 2012 Washington Legislative Climate for Financial, Estate, and Charitable Planning: Forecast of Fog – Sometimes Lifts Retroactively
© ETPCEC - Estate & Tax Planning Council of Eastern Connecticut
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