Cummings & Lockwood

West Hartford 2016 Estate Planning Seminar

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October 26, 2016

The West Hartford Private Clients Group will present an Estate Planning Seminar on Wednesday, October 26, 2016 at The Mark Twain House & Museum in Hartford, Connecticut.

Program Overview

  • What's Happening In Probate and Tax Law?

Heather Rhoades and Bob Fawber will provide an overview of recent developments in Connecticut probate and tax law. What's happening with the new probate fees? How do new federal valuation regulations impact your gifting plan?

  • What Happens When I Die?

Paul Bourdeau and Caroline Demirs Calio will provide a general overview of the process of administering an estate. What are the steps involved? How long does it take? What does it cost?

  • What Happens If I Move?

Kelley Peck and Andrew Nerney will discuss the estate and income tax considerations of being a resident of Connecticut — or not. How do you change domicile? What are the pros and cons of Connecticut residency? Where should you go?


The Mark Twain House & Museum
351 Farmington Avenue
Hartford, CT

For More Information, Contact:
Nancy Cordova
West Hartford Office Administrator