March 2026 Quarterly Lunch & Learn: The Benefits of Connecticut Trust and Tax Law

Wednesday, March 4, 2026

12-2:00 pm | Langley's at Great Neck County Club, Waterford 

Plated Lunch Included | Members: Free | Non-Member Fee: $55

Program Overview

Should Connecticut be added to estate planners' list of top tier trust jurisdictions? This program will review the income taxation of trusts in Connecticut, as well as helpful Connecticut substantive trust law such as its statutes on domestic asset protection trusts, directed trusts and the rule against perpetuities. Practical advice on administering trusts in Connecticut will also be offered. Then you can decide whether Connecticut should be included in your list of top tier trust jurisdictions!

About the Speaker

Daniel P. Buckley is a Member at the boutique trusts & estates firm of Pokorny, Apuzzo & Buckley, PLLC. Mr. Buckley’s practice focuses on estate planning and administration for high net worth individuals, with an emphasis on estate, gift and income tax planning. He prepares wills, trusts and other estate planning documents designed to manage and dispose of clients’ assets in accordance with their wishes while also minimizing tax, probate and administrative costs. Mr. Buckley also regularly advises family offices and charitable organizations.

Mr. Buckley has significant experience representing both fiduciaries and beneficiaries in litigation related to trusts, estates and guardianships. His practice incorporates a full range of trust and estate administration and fiduciary accounting services, including assisting fiduciaries with marshaling, valuing and distributing assets, preparing estate and gift tax returns and settling estates and trusts, both judicially and non-judicially. Mr. Buckley has lectured for the Connecticut Bar Association and New York State Bar Association on various trusts & estate topics and has been appointed as a guardian ad litem in Surrogate’s Court matters. Mr. Buckley also represents clients in residential real estate transactions and advises business owners on corporate matters.

Mr. Buckley is a member of the Executive Committee of the Estates & Probate Section of the Connecticut Bar Association and chairs the Section’s Committee on the Uniform Fiduciary Income and Principal Act. Mr. Buckley has been recognized as a New York Super Lawyers® Rising Star for the years 2015 to 2021, and is a past Co-President of the Trusts & Estates Section of the Westchester County Bar Association. Mr. Buckley is also committed to giving back to the community. His pro bono work has included the representation of charitable organizations, as well as children in New York Family Court proceedings.