Cummings & Lockwood’s Private Clients Group held its 2018 Connecticut Estate and Tax Planning Seminars at Wee Burn Country Club in Darien on October 23, the Field Club of Greenwich in Greenwich on October 25, The Inn at Longshore in Westport on October 30, Stamford Yacht Club in Stamford on November 7, and the Roger Sherman Inn in New Canaan on November 8.
The seminar series, which attracted over 350 attendees, discussed estate planning strategies and techniques that can be used to defer and minimize estate taxes and provide for the management of assets in the event of incapacity and at death.
Topics included:
Speakers included: Stefania Bartlett, Meg Deluca, Dan Fitzgerald, Jessie Gilbert, Susan Huffard, Katie McAllister, Rachel Sherman, David Thal and Rachel Zarghami.