Archive for the ‘General Information and Announcements About CME’ category

December 8, 2011, Seminar: Planning Your Whole Estate

November 12, 2011

Planning Your Whole Estate—Coordinating Life Insurance, Employee Benefits, and Other Nonprobate Property with the Rest of Your Estate Plan

LocationMatrix Corporate Center, Main Auditorium, First Level, Danbury, Connecticut, 39 Old Ridgebury Road, Danbury, CT

Directions:  Directions to Chipman MazzuccoDon’t rely on your GPS.  Please read and follow these directions.

Date: December 8, 2011
 
Time: 5:15 to 6:45 pm.

Call 203-744-1929 for reservations.  For more contact information, go to the end of this post.

The Last Will and Testament is usually the keystone of an estate plan. It contains the most important instructions for your survivors regarding the use of your assets after your death.

Unfortunately, many people are not aware that a Will usually will not control the disposition of nonprobate assets such as life insurance death benefits, retirement accounts such as 401(k) and IRA plans, annuities, jointly owned property and many other benefits provided under plans offered to employees as part of their employment package.

Unless you properly designate beneficiaries for nonprobate assets and coordinate them with the terms of your Will:

• Your estate plan may be largely ineffective
• Your heirs may pay taxes that could have been avoided
• Family conflict may ensue
• A young beneficiary may receive significant assets too soon 

In addition, unique income tax rules apply to many nonprobate assets. Without proper planning, income tax saving opportunities can be lost and tax traps may ensnare the unwary.

At the seminar, we will be discussing issues related to planning for nonprobate assets and how to coordinate the disposition of such assets with the terms of your Will (or Will substitute such as a revocable living trust).

Go here for a flyer about the seminar: Planning Your Whole Estate—Coordinating Life Insurance, Employee Benefits, and Other Nonprobate Property with the Rest of Your Estate Plan.

SEMINAR LOCATION AND TIME

The seminar will be on December 8, 2011, at the Matrix Corporate Center, Main Auditorium, First Level, 39 Old Ridgebury Road, Danbury, Connecticut from 5:15 p.m. to 6:45 p.m. The doors will open a little before 5:00. Refreshments will be served.

These seminars are always well attended and space is limited. If you wish to attend, or if others you know are interested in attending, to reserve space call us (203-744-1929) or send an e-mail message to me (Richard Land at rsl@danburylaw.com) or Kasey Galner (at ksg@danburylaw.com) or Lynn D’Ostilio (at lsd@danburylaw.com) containing your name, number attending, telephone number and e-mail address.

Posted on 11/12/2011 by Richard S. Land, Member, Chipman, Mazzucco, Land & Pennarola, LLC.

We frequently post articles relating to estate planning, estate settlement and elder law issues to this blog. We also post notices about our client seminars here. When we do, we send out notices to clients and friends of the firm. If you would like to get our notices, please join our mailing list by clicking below.

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Timothy M. Herring Joins CMLP Litigation Department as a Member

July 25, 2011

We are pleased to announce that Timothy M. Herring will be re-joining our firm as a Member effective August 1, 2011.

Timothy M. Herring Joins CMLP Litigators as a MemberTim started his legal career with us in 2004. Since then he has devoted his practice to litigation. After a stint in the litigation department of Cummings & Lockwood in Stamford, Connecticut, he returns to us now with even more experience in dispute resolution.

Tim is married and resides in Danbury, Connecticut.

His practice has focused on complex civil litigation in federal and state courts. He represents individuals and companies in a broad range of matters, including closely held business, partnership, and joint venture disputes, employment litigation, landlord/tenant disputes, prosecuting and defending mechanic’s lien foreclosures, home improvement disputes, unfair trade practice claims, real estate disputes, eminent domain proceedings, non-competition agreement violations, probate litigation, commercial real property tax appeals, general contract disputes, and arbitration.

Tim was recently named a “Rising Star” by Super Lawyers Magazine.

Representative Experience

Here are examples of the types of matters Tim has handled:

Successfully defended limited partners sued by a partnership for delinquent capital contributions in excess of $1 million.

Obtained a judgment of dismissal on behalf of a corporation against securities fraud and related claims by a shareholder, and successfully defended the judgment on appeal in the United States Court of Appeals for the Second Circuit.

Obtained a discharge of mechanic’s lien filed by a contractor against a homeowner’s residence.

Successfully foreclosed a preferred ship mortgage on behalf of a Fortune 100 company.

Obtained emergency injunctive relief prohibiting the holder of a power of attorney from exercising his powers as attorney-in-fact in light of questionable financial transactions.

Successfully defended a trustee and investment adviser from breach of fiduciary duty and related claims asserted by beneficiaries.

Successfully resolved a homeowner dispute with the prior owners of a residence concerning undisclosed environmental issues.

Bar Admissions

Tim is a member of the Connecticut bar, and is admitted to practice before the United States District Court for the District of Connecticut and the United States Court of Appeals for the Second Circuit.

Education

Tim received his B.A., cum laude, from George Washington University, where he graduated with Honors Program Distinction. Tim earned his Juris Doctor, cum laude, from the University of Connecticut School of Law. While at UConn, Tim was an editor of the Connecticut Law Review and a member of the Connecticut Moot Court Board.

Membership

Tim is a member of the Connecticut Bar Association and the Raymond E. Baldwin American Inns of Court.

Other Members of the CMLP Litigation Group

Tim is only the most recent addition to our firm’s litigation group. Other litigators are:

Ward J. Mazzucco (Member), Francis G. Pennarola (Member), Lilian C. Gustilo (Associate), and Debbie Bing-Zaremba (Associate). For a more complete description of our litigation group, go here: CMLP Litigation Group.

Effective August 1, Tim can be reached at tmh@danburylaw.com.

We frequently post articles relating to estate planning, estate settlement and elder law issues to this blog. We also post notices about our client seminars here. When we do, we send out notices to clients and friends of the firm. If you would like to get our notices, please join our mailing list by clicking below.

     
  Join Email List  
     

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