Experience
Talks
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"Looking Ahead: The long-term benefits of Charitable Lead Annuity Trusts (CLATs)," Withersworldwide webinar, July 13, 2020
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“Whose Trust Is It Anyway?” Connecticut Estate & Tax Planning Council, February 16, 2016
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"Mismatch Rematch: Realigning the Estate Plan,” Federal Tax Institute of New England, October 30, 2015
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“Enhancing Your Client's Estate Planning by Using Trusts Created by Their Parents,” 41st Annual Notre Dame Tax & Estate Planning Institute, September 27-28, 2015
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“Set it, But Don't Forget It - Pitfalls to Avoid,” CBA Estates & Probate Section, April 2014
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"Reunited (And It Feels So Good): Death and Taxes in Connecticut," Connecticut Estate & Tax Planning Council, Nov. 2009