Seminars

Helpful Information

In these 45 minute presentations focus on various estate planning and probate topics.  All are directed to the general public in easy to understand language. Questions from the audience are welcome during and after each presentation.

The New Connecticut Uniform Power of Attorney Act

  

In both 2016 and 2017 Connecticut passed the most significant changes to powers of attorney statutes in over a decade. In this presentation, Judge Calabrese discusses those changes, and how powers of attorney can be used as part of a plan for incapacity. Areas covered include new fiduciary powers, third party recognition of powers of attorney, and shortcomings and advantages of powers of attorney. 


Tuesday, April 17 2018 11:30 AM

Oxford Senior Center

10 Old Church Road

Oxford, CT 06478


Wednesday April 18, 2018; 12 Noon

Washington Senior Center

6 Bryan Hall Plaza

Washington Depot, CT 06794


Monday, May 14, 2018 1:00 PM

Southbury Senior Center

561 Main Street South

Southbury, CT 06488


Estate Taxes

  

Both Connecticut and the federal government have radically altered the estate tax effective January 1, 2018.  Estate tax is complex; rates and exemptions can be drastically different from one year to another.  Judge Domenick Calabrese of the Region 22 Probate District reviews Connecticut and federal estate taxes, outlining exemptions, the marital deduction, persons subject to estate tax, property subject to estate tax, and tax rates.  


Saturday, April 28, 2018 2:00 PM

Fairfield Public Library

1080 Old Post Road

Fairfield, CT 06824

Probate: Myths, Misconceptions and Mistakes

  


This 2-part seminar examines issues such as ownership of motor vehicles, real property owned in survivorship, need for a will, out of state real property, interest in limited liability companies, burial and funeral arrangements in wills, failure to name beneficiaries for life insurance and retirement accounts, probate fees, “avoiding” probate, and failure to fund a living trust.  Judge Calabrese reviews the consequences to heirs and beneficiaries and the implications for probate proceedings. 


Part 1:

Thursday June 14, 2018 2:15 PM

Woodbury Senior Center

281 Main Street South

Woodbury, CT 06798


Part 2:

Tuesday, July 17, 2018 2:15 PM

Woodbury Senior Center

281 Main Street South

Woodbury, CT 06798