Session 1 - Moderator: Michael J. Tetrault, CPA, MST, Wolf & Co
Title: Tax planning for yearend and beyond
Session 2 - Moderator: David Appel, CLU, ChFC, AEP, and Managing Partner, Appel Insurance Advisors, LLC.
Title: Why combining Life and Long-Term Care Insurance is gaining momentum.
Session 3 - Moderator: Sue Repetti, Partner, Nutter, McClennen & Fish
Title: Family Limited Partnerships and LLC's – Where Are We Now?
Session 4 - Moderator: Adrienne M. Penta, Esq.Senior Vice President, Regional Trust HeadBrown Brothers Harriman & Co.
Title: The Duty to Inform and the Delayed Notification Option
Session 5 - Moderator: Gerard J. Donnellan, PhD, President, Big Leap
Title: More than an Elephant: Ghosts in the Room When we Work with Family Businesses.