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Oct. 5, 2022. Vanessa Maczko, “Update on Trusts and Estates Laws for Connecticut Families”

Vanessa Maczko is a Partner in Wiggin and Dana’s Private Client Services Department in the Greenwich, CT office. She will brief our group on important recent developments in federal and Connecticut trusts and estates laws that affect estate planning, wills and trusts, distribution of assets to beneficiaries and charitable giving.

Vanessa advises individuals and families on multi-generational transfers of assets, such as closely-held business interests, marketable securities, art collections, real estate, tangible personal property and insurance policies. Her practice focuses on estate, gift and generation-skipping transfer tax planning. For lifetime planning, Vanessa drafts and analyzes inter vivos trust agreements, such as insurance trusts, grantor trusts and dynasty trusts. She advises clients on the funding of trusts, whether through direct or formula gifting or leveraged sales, as well as on the administration and taxation of trusts. Vanessa prepares and reviews gift tax returns in connection with the transfer of assets and represents clients in gift tax audits with the Internal Revenue Service. In addition, she advises clients on the structuring of new investments and the restructuring of existing businesses with a focus on transitioning wealth and control to the next generation in a tax efficient manner that maintains continuity.

Vanessa also assists with the preparation of testamentary documents and estate administration, including the probating of wills, the marshalling of assets, the filing of state and federal estate tax returns, the sale of estate assets and the distribution of assets among estate beneficiaries.

Vanessa advises clients on charitable giving by forming and administering private foundations, setting up donor advised funds, papering pledges and drafting charitable lead and charitable remainder trusts.

Vanessa received her LL.M. from New York University, her J.D. from Harvard Law School, and her B.A. from the University of Michigan. Vanessa started her career with the Trusts and Estates group at Weil, Gotshal and Manges LLP and then transitioned to the Private Client Services group at Proskauer Rose LLP. Vanessa lives with her husband and two children in Greenwich.

Vanessa L. Maczko

(she/her/hers)
Direct: 203.363.7667 | vmaczko@wiggin.com
www.wiggin.com

 

Video Presentation 

Arranged by Tom Igoe

 

Sept. 28, 2022. John Lindback, “A Journey Through the Back Rooms of America’s Elections”

John Lindback will speak with our group on the topic of elections administration, voter registration and the possibilities of voter fraud. John first entered the field of elections administration in 1995 and has made it his personal goal for the past 27 years to make voter registration and voting work better for both voters and election officials.

John served from 2014 to 2017 as the Executive Director of the Electronic Registration Information Center (ERIC), the consortium of states using state-of-the-art technology to improve the accuracy of their voter registration rolls and improve access to voter registration for U.S. citizens. Prior to joining ERIC, he served as a Senior Officer for Election Initiatives at the Pew Charitable Trusts, providing key leadership on Pew’s portfolio of work in election administration, including a Pew project that assisted with the creation of ERIC.

Prior to joining Pew, Lindback worked for 14 years in state elections administration. He served for eight years as Director of Elections in the Oregon Secretary of State’s Office.  During his tenure with the Oregon Secretary of State he was elected president in 2008 of the National Association of State Elections Directors.  He was also elected to serve on the executive board of the U.S. Elections Assistance Commission’s Standards Advisory Board. Prior to his work in Oregon, John worked as chief of staff to the lieutenant governor of Alaska for six years, which included administrative oversight of the Alaska Division of Elections.

In addition, he served on a National Academy of Sciences panel that studied state voter registration databases. John volunteered as an advisor to Design for Democracy, an organization that assisted elections officials with designing voter-friendly ballots and other elections materials. He has also served as a volunteer international elections observer for the U.S. State Department. He observed elections in Azerbaijan, Bosnia-Herzegovina, Kyrgyzstan, and the Republic of Georgia.

Lindback holds a B.A. degree in journalism (1976) from the University of Arizona.

Video Presentation 

 

Arranged by Ric Grefe

Sept 21, 2022. Flemming Heilmann, “The Men in Denmark’s Freedom Council”

DMA member Flemming Heilmann will discuss his recently released translation of Halfdan Lefevre’s book entitled The Men in Denmark’s Freedom Council. This seminal work, first published in Danish in 1945, is the story of Denmark’s resistance leaders, their underground movement during Nazi occupation and how they coordinated the nation’s freedom fighters to mount military confrontation of the enemy. Their 11-member Freedom Council went on to form a government-in-waiting in anticipation of liberation to run the country pending restoration of democratic elections. Each member’s family background and career are vividly depicted. Lefevre, from the start of World War II, had documented the genesis and evolution of the resistance movement and its struggle against Nazi occupation since April 1940. He was the recording scribe for the underground Freedom Council and author of illegal leaflets and news communiques distributed by the resistance. His scholarly account offers details of the German invasion, the government’s quick surrender, and then the emergence of the resistance movement, which led to the establishment of the crucial Freedom Council. Flemming has carefully translated this book into English so a broader audience can appreciate the sacrifices these brave men made for their country.

Fleming was born in Malaysia to Danish parents and studied at Cambridge University, where he graduated with degrees in economics and law. He has since held executive and CEO positions in the manufacturing sector focused on the consumer goods packaging industry, mainly public companies listed on the Johannesburg, Toronto and New York stock exchanges, and has most recently been associated with investment in and management of buy-outs of distressed businesses, with multiple directorships in public and private companies in South Africa, Western Europe, Canada and the United States.

In 2017 Flemming published Odyssey Uncharted, a memoir of World War II childhood and education on four continents, set in mid-20th century history, and in 2019 published his second book, The Unacceptable Face, charting a career on three continents under apartheid, extreme socialism and disparate iterations of capitalism.  His translation of Halfdan Lefevre’s The Men in Denmark’s Freedom Council was published in February 2022 by Telemachus Press.

Arranged by Tom Igoe

Sept 14, 2022. Bobbi Chapman, “Darien Waters”

Bobbi Phelps Chapman will speak to us on her latest book, Darien Waters, which describes historical facts and dramatic details of the ‘40s, ‘50s and early ‘60s. In her narrative of growing up in Darien, she writes of wealth, secrets, schemes, and intrigue in our beautiful waterside town.

Bobbi graduated from Darien High School in 1961. She attended Pine Manor College and graduated from the University of California at Berkeley. Bobbi became an international flight attendant in 1965, working flights to the Orient, Europe, and into Vietnam during the height of the war. On a vacation by herself, she became the only tourist (along with 560 business, media, and political men) locked up in the Cairo Hilton during the Israel/Egypt conflict in 1967, the Six-Day War. Stories of her airline adventures and experiences are detailed in Behind the Smile during the Glamour Years of Aviation.

Bobbi started the Angler’s Calendar and Catalog Company in 1975. Her company won Exporter of the Year in 1993 from the State of Idaho (small business category). With the publication of Flyfishing Always, she became an Arnold Gingrich writer recipient from Fly Fishers International. Sky Ranch, her book about living on a remote potato farm in Idaho, won a five-star award from Literary Titans and a first-place gold medal from Feathered Quill Book Reviews.

Besides her many awards, Bobbi was a 20-year member of the Outdoor Writers Association of America and a nine-year Idaho board member for The Nature Conservancy.

When Bobbi retired and married Larry Chapman (Darien Class of 1959), she continued to write. They moved to Tennessee and the Authors Guild of Tennessee twice voted her president. Her website is www.booksbybobbi.com.

Arranged by Tom Igoe and Charles Salmans

Video Presentation 

IDG, June 6, 2022

IDG Members:

 

Latest Agenda after member submissions:

-Macro Outlook- Jim
-Review of insider buying over the last 2 months (see attached)-Jim or anyone with insights into these companies
-Energy company update-Chip
-Technicals- What are they telling us-anyone.
-Europe- Any investment opportunities?-Linde (LIN)-Bert and Art
-Conviction buy ideas-anyone

Wander Grant’s Tomb, Thursday, May 26, 2022

On Thursday May 26, the Happy Wanderers will travel on Metro-North to the upper west side of Manhattan. We will visit Grant’s Tomb where Mamundi Subhas (who spoke to the DMA two months ago) will be our guide. We will also visit the site of the 1776 Revolutionary War battle of Harlem Heights. Nearby is The Riverside Church built by the Rockefellers and also the Columbia University campus. Time permitting, we will walk down to The Cathedral Church of St. John the Divine. We will then take the bus across 125th Street and return to Darien on Metro-North. During our wandering we will eat lunch at the appropriate time. Since this outing will likely be popular among DMA members, we will ask anyone interested to reserve a space with Joe Spain or David Mace. If we have openings closer to our time of departure, we will open participation to spouses and friends.

Sept. 7, 2022. Jonathan Olmsted, “Two Hundred Years of Frederick Law Olmsted

Jonathan Olmsted will speak to us about the life and work of Frederick Law Olmsted (1822 – 1903). This year marks the 200th anniversary of the birth of the man known as the “Father of American Landscape Architecture.”  He and his family firm were arguably the most influential landscape architects in the United States with over 500 commissions that included 100 public parks, 200 private estates, and 40 campuses for colleges and secondary schools.  These include Central Park in New York (1857), the Buffalo Park System (1868), the Boston Park System (1870), the United States Capitol (1874), the Chicago World’s Fair (1893) and the Biltmore Estate (1895) in Asheville, North Carolina.

Jonathan was born in Boston, educated at Phillips Exeter Academy and graduated from Stanford University.  Frederick and Jonathan are cousins, both descended from James Olmsted who voyaged to America from England in 1632 and was one of the Founders of Hartford, Connecticut in 1636. Jonathan and his wife Janet lived in New York, London and San Francisco before moving to Darien 45 years ago.

Video Presentation 

Arranged by Ed Barksdale

 

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