FSP Logoa 2012


Thursday October 9, 2014 from 8:15 AM to 11:30 AM EDT
Add to Calendar 


Crowne Plaza 
100 Berlin Rd.
Cromwell, CT 06416

Driving Directions 


Erica Fearn 
Financial Service Professionals-Hartford 

Join us for the FSP Hartford 
Complexities in Planning for Modern Families
video training conference


Program Overview

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.

Attendees will learn:

  • The use of the Credit Shelter Trust for the benefit of the current spouse in the blended family
  • How the Qualified Terminal Interest Trust minimizes taxes for the US citizen spouse in the non-US citizen spouse union
  • The relevant estate planning issues in states that do and do not recognize same sex marriages (Portability vs. Credit Shelter Trusts; Qualified Resident Domestic Order; life insurance in an ILIT, etc.)

Who should attend?

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

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.