Annual Estate Planning Checkup

Annual Estate Planning Check-up

Explore strategies to make sure estate plans stay up to date with client needs and current regulations.

  • Review recent developments in federal tax laws.
  • Analyze case studies exploring ethical issues that impact both attorney obligations and client representation.
  • Identify key topics to review annually to maintain estate plan health.

Institute Locations in Your Area

Connecticut Science Center

250 Columbus Blvd.

Hartford, CT 06103

Community Foundation of Middlesex County

211 South Main Street

Middletown, CT 06457

Essex Savings Bank

35 Plains Road

Essex, CT 06426

Click here to learn more about The Annual Estate Planning Check-up

Click here to register