Talks
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'Estate Planning Opportunities in a Low Interest, Rate and Value Environment,' Withers/Marcum Webinar - June 11, 2020, presenter
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‘Connecticut's New 'Uniform' Trust Code,' Fairfield County Bar Association - February 19, 2020, co-presenter
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'Roundtable Lunch with NYC based wealth advisors (Brown Brothers Harriman, HSBC, J.P. Morgan, and Bernstein),' Withers office event - January 7, 2020, co-presenter
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'Breakfast Series: Connecticut's New Trust Legislation,' Withers office event - October 29, 2019, co-presenter
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'Loss Utilization Planning After the 2017 Tax Act,' Clear Law Institute - April 2019, co-presenter
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'Update: The Tax Cuts and Jobs Acts of 2017: What Tax and Wealth Management Professionals Need to Know Now,' Clear Law Institute Webinar - November 2018, co-presenter
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'The New Tax Law: What Estate Planners and Wealth Professionals Should Know,' Trusts & Estates Webinar - January 2018, presenter
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'The Tax Cuts and Jobs Act - How estate planners and wealth management professionals can prepare for year-end and beyond,' Trusts & Estates Webinar - November 2017, presenter
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'The Unified Framework on Tax Reform - What Estate and Wealth Planning Professionals Need to Know,' Webinar - October 2017, presenter
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'Estate and Income Tax Planning Implications in the Divided States of America After the DOMA Ruling', Trusts & Estates Magazine - July 2013, webinar. Click here to view the webinar at on24.com