ETPCEC - Estate & Tax Planning Council of Eastern Connecticut upcoming events

NEW DATE - Spring 2026 Networking Social (11 Jun 2026)

Thu, 11 Jun 2026 04:00:00 GMT

Happy hour ** Networking

Thursday, June 11, 2026 | 4:00 pm – 6:00 pm

(rescheduled now for June due to weather from the original 5/14/26 date)

Grey Sail Brewing

63 Canal Street, Westerly, RI 02891

Catch up with colleagues while enjoying light appetizers and drinks.

Free for members. Members are welcome to bring a guest.

Please send in a quick RSVP so the ETPCEC board can plan accordingly.

Cannon Financial Institute 2026 Estate Planning Teleconference Series (23 Jun 2026)

Tue, 23 Jun 2026 17:00:00 GMT

June 23, 2026: Estate Planning and Administration Professionals in the Dock (Ethics)

Sponsored by: Guinan & Houle LLC

teleconference 1:00-2:30 pm

Free for members, $35 for guests. Please note that May 2026-Sept. 2026 Cannon Teleconferences will be available virtually only (NO in-person option). A link will be sent by ETPCEC prior to the program. In-person offerings will resume Oct. 2026.

About the Program:

The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law.

Cannon Financial Institute 2026 Estate Planning Teleconference Series (21 Jul 2026)

Tue, 21 Jul 2026 17:00:00 GMT

July 21, 2026: Valuation and Gross Estate Inclusion Issues

Interested in sponsoring this session? Contact us!

teleconference 1:00-2:30 pm

About the Program:

The IRS and the judiciary continue to generate considerable traffic in evaluating and ruling on matters of interest to estate planners and professionals who administer estates and trusts. Particularly active areas of developing law over the past few years have been the valuation of property potentially subject to gift or estate tax and determining what assets are properly includable in a decedent’s gross estate.

Cannon Financial Institute 2026 Estate Planning Teleconference Series (18 Aug 2026)

Tue, 18 Aug 2026 17:00:00 GMT

August 18, 2026: Tales from the Crypt (Constitution Avenue): IRS Tools and Tactics to Collect a Delinquent Tax Liability

Co-sponsored* by: Hoops & Associates, LLC

*Interested in co-sponsoring this session? Contact us!

teleconference 1:00-2:30 pm

About the Program:

The federal government has overarching powers to collect tax debts that far surpass the collection mechanisms available to ordinary creditors. Knowing what these powers are and how they may be deployed is important not only when embroiled in an audit or collection proceeding but also when considering certain fiduciary transactions such as a sale of trust property or a distribution to a beneficiary.

Cannon Financial Institute 2026 Estate Planning Teleconference Series (15 Sep 2026)

Tue, 15 Sep 2026 17:00:00 GMT

September 15, 2026: Resolving Trust Disputes Without Going to the Mat

Sponsored by: Washington Trust Wealth Management

teleconference 1:00-2:30 pm

About the Program:

A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans.

October 2026 Quarterly Lunch & Learn (07 Oct 2026)

Wed, 07 Oct 2026 16:00:00 GMT

Wednesday, October 7, 2026

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

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

Program TBA

Cannon Financial Institute 2026 Estate Planning Teleconference Series (20 Oct 2026)

Tue, 20 Oct 2026 16:30:00 GMT

October 20, 2026: Best Designs for the Exercise of Discretion by a Trustee

Sponsored by: Dime Bank Trust Services

12:30 lunch and networking ~ teleconference 1:00-2:30 pm

Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

About the Program:

The heart of trust administration is the Trustee’s thoughtful exercise of discretion. Clients and their estate planners rely heavily on the core concept that Trustees will follow carefully applicable trust law and parameters established in the governing instrument in making subjective decisions that will promote the best interests of the beneficiaries.

Cannon Financial Institute 2026 Estate Planning Teleconference Series (17 Nov 2026)

Tue, 17 Nov 2026 17:30:00 GMT

November 17, 2026: Qualified Retirement Plans and IRAs – Planning Under SECURE 2.0 Act of 2022 & 2024 Final Regulations

Sponsored by: Landsdowne Wealth Management LLC

12:30 lunch and networking ~ teleconference 1:00-2:30 pm

Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

About the Program:

Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is a unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive.

December 2026 Quarterly Lunch & Learn (02 Dec 2026)

Wed, 02 Dec 2026 17:00:00 GMT

Wednesday, December 2, 2026

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

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

Program TBA

Cannon Financial Institute 2026 Estate Planning Teleconference Series (08 Dec 2026)

Tue, 08 Dec 2026 17:30:00 GMT

December 8, 2026: Ethics Dilemmas Arising in Various Joint Representation Scenarios

Co-sponsored* by: Grenger Law Offices

*Interested in co-sponsoring this session? Contact us!

12:30 lunch and networking ~ teleconference 1:00-2:30 pm

Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

About the Program:

Concurrent representation of multiple parties may give rise to a host of ethics-related issues. Chief among them are potential conflicting interests and the need to respect barriers between or among clients regarding information they rightfully consider personal and confidential. When these issues are or become insurmountable, declining or removing oneself from a problematic engagement may be the only viable path.