Connecticut MCLE - All Courses
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ERISA for Dummies
This CLE course presents an overview of the Employee Retirement Income Security Act (ERISA) – what is ERISA, what does ERISA encompass and what is excluded, how ERISA differs from other civil litigation, preemption issues, the ERISA “savings” clause, and remedies available under ERISA. While not intended to be an exhaustive seminar on the ins and outs of ERISA, the program will provide the non-ERISA practitioner with a basic understanding of ERISA and its impact on other areas of practice.... More Info
$501General Credit -
ESI in Criminal Proceedings: 4th, 5th and 6th Amendment Issues
Electronic information is a common feature of criminal investigations and proceedings at both the State and Federal levels. That information is used in the commission of crimes and may be the focus of investigations and prosecutions. The collection and use of electronic information may implicate the warrant requirement of the Fourth Amendment, the Fifth Amendment privilege against self-incrimination, and the Sixth Amendment right of confrontation. This CLE presentation will pro... More Info
$501General Credit -
Establishing Clear Standards for Compliant Pharmaceutical Marketing to Limit Liability for Off-Label Promotion
Developments over the past several years have produced momentous changes affecting the research-based pharmaceutical and biotech industries. These include the rise of digital-based health technologies, the utilization of real-world experience (RWE) and real-world data (RWD) in the drug approval process, and dissemination of evolving medical information to an expanding audience. At the same time, regulatory and compliance concerns over industry promotional practices and activities continue.... More Info
$501General Credit -
Estate and Financial Planning Considerations that May Change How We Practice
Estate and financial planning are being transformed by a host of factors including the permanent higher exemptions, the aging population, evolving case law and new perspectives on practice. This CLE presentation explores a range of new planning ideas that can help transform how estate planning is practiced. For example, a new paradigm for gifting is presented which is very different from the traditional perspectives on how clients should gift. Practical legal, financial and drafting considera... More Info
$501General Credit -
Estate and Financial Planning For Clients Living With Chronic Illness
130 million Americans are living with a chronic illness or disability and that number will only increase as the population ages. It may seem incredibly high but it’s important to remember that chronic illness is often invisible to the eye. This CLE course will explain some of the more common chronic illnesses, how to effectively work with clients and gain necessary information and the means by which a savvy estate planner may use their medical knowledge to increase their clients’ benef... More Info
$501General Credit -
Estate Planning and Charitable Giving after the Tax Cuts and Jobs Act
Charitable giving will be hit hard by the new tax law. Estimates are that donations might drop by $14 Billion because of the Tax Cut Jobs Act. How did the new law change charitable giving? What planning strategies should average donors, wealthy donors, and ultra-high net worth donors pursue? How should development officers reframe charitable giving conversations with prospective donors? How can non-grantor trusts be used to salvage a full charitable contribution deduction? Bunching deductions,... More Info
$501General Credit -
Estate Planning and Coronavirus: Planning Considerations in a Time of Crisis
COVID-19 has made any type of long term planning seem even more complicated than it usual is, and given the inherent complexity of estate planning, the task can seem overwhelming. This CLE course will guide you through the various aspects of estate planning that may seem the most daunting including health care proxies, power of attorney, wills, trusts and beneficiary designations. The course will also specifically focus on the impact of the Coronavirus on this area and how it has already adapt... More Info
$501General Credit -
Estate Planning Retainer Agreements and Engagement Letters
Retainer agreements (engagement letters) are critical to establish and document the understanding the practitioner has with the client. They are an important step that practitioners can take to identify expected actions and protect practitioners from a myriad of potential issues, or worse, ethical problems or suits. What should practitioners consider including in a retainer agreement? How has technology changed the issues that might be addressed? Are text messages an issue? Why is it important... More Info
$501Ethics Credit -
Estate Planning: Common Issues; Practical Answers
Every practitioner in every discipline has heard this complaint about a grantor trust and likely we will all hear more of it. Grantor trusts have become the foundation of most modern estate plans. One of the many “benefits” of grantor trusts is that the settlor creating the trust pays the income tax on income earned inside the trust. That is a great way to accelerate the growth of trust assets, and continue to reduce the creator’s estate. But, as with so many things, too much of a “goo... More Info
$501General Credit -
Estate Tax Repeal Is Not a Temporary or Permanent Certainty: How to Plan Now
The future of the gift, estate and GST tax system is uncertain. The Trump administration might repeal the estate and GST tax (although it is not clear that there is an intent to repeal the gift tax), provide for a capital gains tax on death (and perhaps a capital gains tax on gift), provide for a carryover basis at death, or some other variation of these. Many estate planners have suggested that clients put most planning on hold pending the outcome. Other advisers have suggested completing low... More Info
$501General Credit