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Past events

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