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Hosted by  FSP Connecticut

Hybrid Program - Family Relations, Probate and Taxes

Please let us know when you register in the Note field if you are attending in-person or online, so we have an accurate count for the hotel.   For in-person attendees, by registering for this event, you acknowledge that you assume the risks of Coronavirus/COVID-19, and waive liability to FSP Connecticut, it's volunteers and association manager.

 

 
FSP Connecticut is committed to a membership with high ethical standards and advanced education uniquely qualifying them to assist families, business owners and professionals in achieving their financial goals.    We typically offer 9 programs through our fiscal year of July 1 - June 30th.   Programs may carry CT State Insurance credits (see approved CE below).     
 
If you are paying by credit card, please use the Pay Now buttons to the right (no cards over the phone or on-site).     If you are paying by check, use the Pay Now button and provide us with more info about you and then indicate you are paying by check.  Or use the registration options at the bottom of this page.
 
This program is sponsored in part by Whittlesey
 
 
 

Thursday, March 10, 2022
8:30 AM - 11:30 AM

Location

Online or Onsite
Sheraton Hartford South
100 Capital Boulevard
Rocky Hill   CT   06067
 



Register and pay now by credit card, debit card, PayPal account or mailed check


Member Fee $39.00
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Guest Fee $59.00
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Agenda

 


George Baker
Baker Estate Planning Law, LLC

Brenden Healy, MST, CPA
Tax Partner
Whittlesey

Mar 10 2022 8:30AM


Family Relations, Probate and Taxes


In this jam packed 3-hour CE meeting, we will be educated, enlightened and entertained by 2 of our own members.

Attorney and former Probate Court Judge, George A. Baker, Esq. will reveal the latest information on opportunities and pitfalls related to recent changes in Medicaid in CT including rules for Real Estate and how to protect the home. He will discuss the myths and realities regarding how and when to use trusts (both revocable and irrevocable). Attorney Baker will also share some of his best war stories from the years he served as probate judge in Tolland or as he says, “What happens when you do it wrong!”

Brenden Healy, CPA, and Partner in Whittlesey is taking time off from a very busy tax season to bring us up to date with the latest changes in tax law. Some will surprise you, others may challenge you, but all will inform you. Brenden will also share what is on the horizon that may affect our planning for clients financial future.

Join with fellow financial services professionals for Food, Fun, Fellowship and Education all wrapped up in this morning meeting!



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCT INs
Mar 10, 2022 Family Relations, Probate and Taxes George Baker Brenden Healy, MST, CPA 8:30 A 3.00



Registration Fee
Member
$39.00
 
Non-Member
$59.00