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Co-author and co-presenter, "Implications of Tax Reform for Businesses, Gifting and Estates," Estate & Business Planning Council of Hartford (December 9, 2021)
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"Planning in a Time of Uncertainty," Estate & Tax Planning Council of Eastern Connecticut (October 6, 2021)
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When a Borrower Dies," Farm Credit East (February 7, 2019)
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"Pitfalls of Probate," Edward Jones - East Longmeadow, MA (October 7, 2015)
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Co-author and co-presenter, "Legacy Planning," Fiduciary Investment Advisors - Newport, RI (June 18, 2015)
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“Income Tax Considerations for Estate Planners,” Connecticut Bar Association Estates & Probate Section Executive Committee (May 5, 2014)
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Chapter author, "Postmortem Planning," A Practical Guide to Probate in Connecticut, Massachusetts Continuing Legal Education (1st. Edition 2013, updated 2017)
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Author and presenter, "Dealing with a Decedent's Tax Fraud When Handling an Estate," Connecticut Bar Association (March 15, 2013)
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Author and presenter,"Irrevocable Life Insurance Trusts," Connecticut Bar Association (March 12, 2012)
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Author and presenter,"Estate Planning Gone Awry: What Happens When Things Don't Work Out the Way We Planned?," American Bar Association Tax Section Meeting (February 17, 2012)
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"So You Want to Run a Farm Stand - Entity Choices," Massachusetts Department of Agricultural Resources (February 13, 2012)
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Author and panelist, "State Income Tax of Trusts Holding Business Interests," American Bar Association Tax Section Fall Meeting (October 21, 2011)
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Author and presenter, "Business Succession Planning," Federal Tax Institute of New England (September 23, 2011)
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Author and presenter, "The New Federal Estate and Gift Tax Portability Law and Related Connecticut Tax Matters," Connecticut Bar Association Annual Meeting (June 23, 2011)
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Author and presenter, "A Guide to Probate Accountings," Connecticut Bar Association (May 6, 2011)
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Author and speaker, "Tilling the Soil of Opportunity, Entity Choices," Massachusetts Farm Bureau Federation, Inc. (February 2011)
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Author and speaker, "Tilling the Soil of Opportunity, Entity Choices," Massachusetts Department of Agricultural Resources (January 31, 2011)
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Author and panelist, "Giving Away the Store: A Primer on Business Succession Planning and Post-Mortem Financing of Tax Liabilities of Estates Holding Closely Held Business Interests," American Bar Association Tax Section Midyear Meeting (January 21, 2011)
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Author and presenter, "The Probate Process From Start to Finish," NBI (December 6, 2010)
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Co-presenter, "Challenging Estate Assets: Firearms," Connecticut Probate Assembly Judge and Clerk Seminar (January 12, 2010)
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Panelist, Planned Giving Group of Connecticut (September 17, 2009)
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Panelist, Connecticut Probate Assembly Judge and Clerk Seminar on Conservatorships (November 18, 2008)
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Contributor, LawForChangeTM Forms of Organization - Connecticut (2009)
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Author and presenter, "The Probate Process from Start to Finish," NBI (December 7, 2009)
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Co-author, "Simple End of Year Tax Planning Strategies," Connecticut Bar Association Estates & Probate Section, Notes & Commentary, Special Electronic Issue No. 64 (December 2008)
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Author and presenter, "Estate Administration Procedures: Why Each Step is Important," NBI (June 2008, June 2007, June 2006)
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Author and presenter, "How to Protect Assets During Life & Avoid Estate Tax at Death in Connecticut," NBI (2005)
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Author and presenter, "Effective Planning for New Couples," NBI (2004)
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Author and presenter, "How to Protect Assets During Life and Avoid Estate Tax at Death in Connecticut," NBI (2003)
“I want clients to have confidence in their planning and know their wishes will be effectuated in a tax efficient manner.”
Alfred R. Casella is a partner in the Trusts & Estates practice at Murtha Cullina.
Al's practice includes estate administration, probate litigation and sophisticated estate planning. His practice also includes serving as a fiduciary, whether as executor, trustee or conservator, as well as serving as counsel for conservatorships. He also advises private foundations on governance and compliance.
Presentations & Articles
Recognitions
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Listed in The Best Lawyers in America® in the area of Trusts and Estates Law (2017-2023)
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Listed in Connecticut Super Lawyers® in the area of Estate & Probate (2017-2022)
Memberships
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The American College of Trust and Estate Counsel (ACTEC), Fellow
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Connecticut Bar Association
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Estate & Probate Section
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Executive Committee (2005-present)
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Steering Committee
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CLE Committee
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Tax Section, Executive Committee (2011-2013)
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Hartford Estate and Business Planning Council (2005-present)
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CLE Committee (2019-2020)
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Central Connecticut Estate and Business Planning Council, Executive Committee (2009-2017)
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Greater Hartford Probate Forum, Chair (2008-2014)
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Connecticut Governor's Tax Panel (2015)
Community Activities
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Hartford Symphony Orchestra, Board of Directors (2011-2019)
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Hartford Foundation for Public Giving, Professional Advisory Committee (2012-2014)
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Connecticut Judiciary Public Service and Trust Commission, Pro Bono Committee (2011-present)
Prior Experience
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Judicial Intern for the Honorable Robert Chatigny, U.S. District Court