Berkshire Taconic Community Foundation

Berkshire Taconic Offers Seminar on Connecticut Estate Planning

January 20, 2010

Great Barrington, MA—Great Barrington, MA—Berkshire Taconic Community Foundation announced today that it will sponsor a seminar on Wednesday, February 10 to update professional advisors in the Northwest CT community on current issues in estate planning. The seminar, “Changes to the Connecticut Estate Tax” will be conducted by Donna D. Vincenti, Esq. She will discuss recent changes to the CT Estate tax and the impact of these changes on the estate plans of Connecticut residents and non-residents who own real estate in CT.

Topics at the seminar will include the “new” Connecticut estate and gift tax; the history of the Connecticut estate and gift tax; examples of taxation for Connecticut and non-Connecticut residents; planning techniques; and how to avoid “tax traps.” The seminar will be held on February 10, 2010 from 8:30-10:30 am at the Interlaken Inn, 74 Interlaken Road, Route 112, Lakeville, CT. Breakfast will be served. The cost is $25 per participant. Registration is required, and can be done here. The registration deadline is February 3. For more information or questions, contact Emily Bronson 413.528.8039 ext. 115 or ebronson@berkshiretaconic.org. Continuing Education Credits will be offered (approval pending) for the CT Bar Association (2 hours) and the CFP Board (2 hours).

Donna D. Vincenti is a member of the Executive Committee of the Estates and Probate Section of the Connecticut Bar Association. As co-chair of the State Tax Sub-Committee, she was actively involved in efforts to reform Connecticut’s transfer tax system in 2005. Donna is a Past President of the Connecticut Estate and Tax Planning Council, Inc. She is a full member of STEP (The Society of Trust and Estate Practitioners), an international network of experienced Trusts and Estates professionals. Donna also serves a Professional Advisor to the Berkshire Taconic Community Foundation.

Berkshire Taconic Community Foundation was founded in Salisbury, CT in 1987. Since that time, Berkshire Taconic has distributed over $10 million to benefit residents of the Northwest Corner of Connecticut through scholarships and grants for programs in the arts and education, health and human services, and environmental protection. Berkshire Taconic is the community foundation for Northwest Litchfield County, CT, Northeast Dutchess County and Columbia County, NY, and Berkshire County, MA, building stronger communities and improving the quality of life for everyone in its region. Berkshire Taconic is a 501 (c)(3) charitable organization.

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