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,
Marcia L. Hess, has devoted her entire legal career to working with seniors and their families. Since 1999 she has practiced as an Elder Law attorney, focusing on estate planning, long-term-care planning and advocacy, probate issues, special needs trusts, and real estate. Prior to founding Kraner & Hess LLC in Avon, she was a named partner in Bickford, Kraner and Hess in East Granby. She is a graduate of University of Massachusetts, Boston, and the University of Connecticut School of Law. She serves as Co-Chair of Independent Transportation Network of North Central Connecticut and has been a guest speaker at senior centers throughout our region. She is a member of the National Academy of Elder Law Attorneys and the Connecticut Bar Association Elder Law Section.
|Matthew Woods Weber, CFP, is a SEC registered financial advisor currently employed by Medallion Wealth Advisors, LLC in Farmington, Connecticut with over 7 years of experience. Matthew is registered as an Investment Advisory Rep and is authorized to give investment advice to clients. As a Certified Financial Planner or CFP, Matthew has taken extensive exams in financial planning, taxes, insurance, estate planning, and retirement. CFP professionals are also required to complete continuing education programs each year to maintain their certification status.|