Join us for the FSP Hartford
Complexities in Planning for Modern Families
video training conference
With the demise of DOMA the modern family is being redefined. Through short "based-on-fact" vignettes this program will focus on three varieties of the traditional marriage: the blended family (both spouses are divorced and each has children from their first marriages as well as having children of their own); the non-US citizen spouse; and the same-sex union couple. The program will highlight the complicated issues these unions create and offer estate planning solutions for today's varied unions between individuals.
Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.
|Lynne F. Stebbins, JD, AEP, CLU, ChFC is Principal, Senior Legal Consultant with Mercer Executive Benefits and Private Client Life Solutions. Lynne analyzes and offers solutions for clients' estate and business planning by working collaboratively with clients' advisors. Her expertise is in the peculiarities and tax rules specific to life insurance contracts and associated transfer and financing techniques. Over the past 33 years, Lynne also served as Advanced Planning Attorney for Marsh Private Client Life Insurance Services, Vice President of Advanced Planning and Professional Services at Guardian, and she held a variety of positions at New York Life.|
|Daniel S. Rubin, JD, LL.M, is a Partner in the Trusts and Estates and Asset Protection practices of the New York City law firm of Moses & Singer LLP. He has a B.A. in International Relations from the Elliot School of the George Washington University, a J.D. from Brooklyn Law School and an LL.M. in Taxation from the New York University School of Law. Mr. Rubin has been named by Worth magazine as one of the "Top 100 Attorneys" in the nation for private clients, by Law & Politics as a "New York Super Lawyer"® and as one of The Best Lawyers in America® for Trusts and Estates by U.S. News-Best Lawyers. He is a fellow of the American College of Trust and Estate Counsel, a faculty member and lecturer at the Heckerling Institute on Estate Planning, and an adjunct professor at the University of Miami School of Law.|
|Mary Ann Mancini, JD, LL.M, focuses her practice on advising high net worth families and individuals who reside in the United States and internationally. Her clients include leaders of Fortune 100 companies and their families, as well as families whose wealth is more privately held and, in many cases, based on real estate ownership. Ms. Mancini counsels her clients on issues such as the structuring and formation of entities, the creation of irrevocable "dynasty" trusts, tax planning for families and the entities they own, and the protection and preservation of their assets. She is a nationally recognized expert in techniques that utilize life insurance in estate and business plans, and she represents fiduciaries and beneficiaries in trust and estate matters before the Internal Revenue Service and in administration and litigation matters.|
|Brian E. Raftery, JD, LL.M, brings his experience as a Partner in Herrick's Trusts & Estates group and his background as a Certified Public Accountant to his law practice,
which focuses on domestic and international estate planning, creditor protection through the use of foreign and domestic asset protection trusts, wealth preservation, life insurance planning, protective trusts for children and grandchildren (against creditors, estate taxes, and division in the event of a divorce), business succession planning and trust and estate