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2015 Federal Tax Institute of New England
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 Join us for this full-day, comprehensive educational event with national speakers presenting on cutting edge tax and estate planning issues.

The day features seminars addressing the future of estate planning, as well as significant tax issues faced by today’s businesses.


This year's Federal Tax Institute of New England will be held at Saint Clements Castle in Portland.

 Silver Sponsor:


Education Sponsor:



Agenda At-a-Glance

7:00 a.m.      Registration Opens

Networking Breakfast

8:35 a.m.     Opening Plenary Session: The Future of Estate Planning: Don't Get Behind the Change

Jonathan Blattmachr, Pioneer Wealth Partners LLC, New York, NY

10:15 a.m.   Break

10:35 a.m.   Concurrent Session 1A: Design of the Trust

Steve Fast, Day Pitney LLP, West Hartford
David Silvian, Day Pitney LLP, Boston, MA

Concurrent Session 1B: Structured Partner Equity Compensation

Richard S. LeVine, Withers Bergman LLP, New Haven
Michael P. Spiro,
Finn Dixon & Herling LLP, Stamford

11:35 a.m.   Concurrent Session 2A: Tax Issues in Fiduciary Litigation

Mickey Davis, Davis & Willms PLLC, Houston, TX
Melissa Willms, Davis & Willms PLLC, Houston, TX

Concurrent Session 2B: Tax Issues Regarding Pass Through Entities

Ryan Leichsenring, Shipman & Goodwin LLP, Hartford
Louis B. Schatz,
Shipman & Goodwin LLP, Hartford

12:25 p.m.   Luncheon

Presentation of Achievement Award

1:20 p.m.     Luncheon Plenary Session: Current Developments of Interest in the Estate and Tax

John A. Terrill, Hecksher Teillon Terrill & Sager PC, West Conshohocken, PA 

2:30 p.m.     Concurrent Session 3A: Estate Planning Mismatches

N. Todd Angkatavanich, Esq., Withers Bergman LLP, New Haven
Karen Yates, LeClair Ryan, New Haven

Concurrent Session 3B: International Tax Reporting and FBARs

Richard G. Convicer, Convicer & Percy LLP, Glastonbury
Dan Gottfried, Hinckley Allen & Snyder LLP, Hartford

3:30 p.m.     Break

3:45 p.m.     Closing Plenary Session: Basis Versus Estate Tax Planning

Lester Law, Abbot Downing, Naples, FL 
Kelley Galicia Peck, Robinson+Cole LLP, Hartford

4:45 p.m.     Closing Remarks


CLE Credit: 6.0 Hours

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE.

Registration Coming Soon!


Interested in becoming a sponsor or exhibitor? Click here for an overview of opportunities.

Contact Jessica Pace at (860)612-2016 or for more information.