Wednesday, October 4, 2023
12-2:00 pm | Mystic Hilton
Plated Lunch Included | Members: Free | Non-Member Fee: $55
A Deep Dive into Disclaimers: An exploration of why, when, and how a client would disclaim inherited assets whether those are present or contingent interests, and including Private Letter Ruling and case law discussion.
Presented by Brianna L. Marquis, Associate, Cummings & Lockwood LLC
Network with your colleagues and learn a bit too, all while enjoying a delicious lunch at this upcoming in-person ETPCEC meeting!
About the Speaker
Brianna L. Marquis is an Associate in Cummings & Lockwood's Private Clients Group and is based in the West Hartford office. Brianna joined Cummings & Lockwood in 2017, and counsels high net worth individuals in the areas of trust and estate planning, charitable giving, tax efficient wealth transfers and related residential real estate transactions. Brianna is responsible for drafting a broad range of estate planning documents for clients including Wills, Trusts, Powers of Attorney and Advanced Medical Directives. She also has experience representing Executors throughout the estate administration process.
Prior to joining Cummings & Lockwood, Brianna focused her practice on estate planning. She has interned at various organizations including the City of Waterbury Corporation Counsel’s Office and the Office of the Connecticut Attorney General. Brianna has also authored and co-authored several scholarly articles. More on our speaker is available here.