Wednesday, April 10, 2019
Leonard Leader will cover the essentials of estate planning techniques in the context of today’s tax climate, with particular focus on recent changes in the federal and state estate tax laws. He will emphasize various lifetime planning techniques that provide asset protection for future generations while minimizing the potential for adverse tax consequences. Len will discuss important planning opportunities and perils that will have application for all levels of wealth. His presentation will highlight the consequences of the failure to plan, including a few minutes covering wealthy celebrity case studies. Len is nationally recognized in his field. Worth magazine has named him one of the Top 100 Trust and Estate Lawyers in the country. Chambers High Net Worth magazine recognized him in 2018. Connecticut Super Lawyers has listed him in the category of Estate and Probate since 2007 as well. Len is a prolific thought leader in his field. He is a contributing writer on estate planning to several law publications and is a frequent speaker on estate and tax planning topics to bar associations, business groups and continuing education programs. He also presents at an annual fiduciary income tax workshop for Professional Education Systems. Len is a member of the Taxation Section, the Generation Skipping Trusts Committee of the Estate Planning and Drafting Group of the Real Property, Probate and Trust Law Section of the American Bar Association, and the Executive Committee of the Estate and Probate Section of the Connecticut Bar Association. Arranged by Tom Igoe
Video of his presentation: https://www.youtube.com/watch?v=Jyx3071wxXw
Mr. Leader’s PowerPoint Presentation
https://dariendma.org/wp-content/uploads/Darien-Mens-Association-PPT-April-10-2019.pdf
Advisory: Non-Tax Reasons for Estate Planning
https://dariendma.org/wp-content/uploads/Advisory-Non-Tax-Reasons-for-Estate-Planning.pdf
Advisory: Domicile and Planning
https://dariendma.org/wp-content/uploads/Advisory-Domicile-and-Planning.pdf
2018 Year End Advisory
https://dariendma.org/wp-content/uploads/2018-End-of-Year-Advisory.pdf
Update to Connecticut Exemption Amounts
https://dariendma.org/wp-content/uploads/Update-to-Connecticut-Exemption-Amounts.pdf