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Estate & Tax Planning Council
of Eastern Connecticut, Inc.


.

2004 - 2005  Schedule
All luncheon costs included in the annual membership fee
Oct 13, 2004
Medicaid Planning - When Do You Give Away the House?
Location & time:  The Mystic Marriot, Groton, CT at noon
Attorney George Bickford will discuss Medicaid planning in a presentation for non-specialists.
Dec 14, 2004
The Psychology of Estate Planning
Location & time:  The Lighthouse Inn, New London, CT at noon
A look at some of the emotional issues surrounding the estate planning process led by David Gage.
March 9, 2005
Estate Planning for Unmarried Couples
Location & time:  S&P Oyster House, Mystic, CT at noon
An exploration of some of the unique planning challenges - - and strategies for dealing with them - - faced by unmarried couples.
Presented by Lynne Pantalena, JD, LLM Director of Wealth Strategies, The Private Bank at Bank of America
May 11, 2005
Annual Economic Update
Location & time:  Hilton Mystic, Mystic, CT at noon
An overview of markets and the economy with Mitchell J. Held, Managing Director, Smith Barney.

  03/04 Meetings        02/03 Meetings

Contact mail@etpcec.org if you have updated information on current or future calendar events.

Estate and Tax Planning Council
of Eastern Connecticut, Inc.
P.O. Box 152
Mystic, CT 06355
mail@etpcec.org

Copyright © 2004 Estate and Tax Planning Council of Eastern Connecticut - last update 09.12.06
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