John J. Palmeri

Attorney Profile

John J. Palmeri is a tax attorney and principal with the law offices of Palmeri, Rock & Talbot, P.C. in Cheshire, Connecticut.

Attorney Palmeri was awarded a Bachelor of Science degree in Accounting in 1979 by Brooklyn College, City University of New York, Brooklyn, New York, a Juris Doctor degree in 1984 by Brooklyn Law School, Brooklyn, New York and a Masters of Law in Taxation in 1987 by the Quinnipiac College Graduate School of Law, Bridgeport, Connecticut.

Attorney Palmeri is a Certified Public Accountant and was formerly a Senior Tax Manager with the international accounting firm of Ernst & Young. Attorney Palmeri is a member of the Tax Section of the American Institute of Certified Public Accountants and the Connecticut Society of Certified Public Accountants.

He is also currently serving as a member of the Connecticut Society Public Accountants’ Federal Tax Division Steering Committee and Chair of its’ Trust, Estate and Gift Taxation Committee.

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Palmeri, Rock & Talbot, P.C.
100 Hinman Street
Cheshire, CT 06410

Barrie K. Wetstone

• Born: Hartford, Connecticut, May 8, 1938
• Admitted to bar: 1963, Connecticut
• Education: Harvard University (B.A. 1960), Columbia University (LL.B., 1963), New York University (LL.M. in Taxation, 1964)

Co-Author: "Estate Planning by Lifetime Charitable Giving under the 1976 Tax Reform Act" CLU Journal, January 1978. Lecturer, Forty-first New York University Annual Institute on Federal Taxation, 1982. Member, Adjunct Faculty, Federal Estate and Gift Taxation, University of Connecticut School of Law, 1980-1982. President, Simsbury Light Opera Company, 1980-1982, 1992-1993. Member, Hartford County (Member, Internal Revenue Service Bar Liaison Committee, 1967-1969), Connecticut (Chairman, Bar Association Liaison with Accountants Committee, 1969-1972) and American (Member, Committee on Taxation, 1967-) Bar Associations.

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Sorokin, Gross, Hyde, P.C.
One Corporate Center
Hartford, CT. 06103-3291

Alan S. Parker

• Born: Far Rockaway, New York, January 29, 1955
• Admitted to bar: 1980, New York and Connecticut
• Education: State University of New York at Binghamton (B.A., 1976), University of Toledo (J.D., cum laude, 1979), New York University (LL.M. in Taxation, 1988)

Articles Editor, University of Toledo Law Review, 1979. Member, Connecticut (Member, Sections on Taxation and Estates and Probate), New York State and American Bar Associations.

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Sorokin, Gross, Hyde, P.C.
One Corporate Center
Hartford, CT. 06103-3291

Richard Land

For more than 20 years, Richard S. Land has concentrated on estate planning and administration and related Federal and state tax issues.

Mr. Land has advised clients on all aspects of estate planning from will drafting to family limited partnerships and from business succession planning to charitable giving. In addition, he represents many tax-exempt entities, from large trade associations to local charitable organizations.

Mr. Land is a frequent lecturer on trust and estate topics and has designed a unique computer document assembly system for estate planning.

Mr. Land is a member of the Real Property and Probate Section of the American Bar Association, and the Estates and Probate Sections of the Connecticut and New York State Bar Associations. He is also a member of the Committee on Legal Problems of the Elderly of the Connecticut Bar Association Estates and Probate Section.

Mr. Land received a J.D. from Emory University in 1975 and a B.A. from Dartmouth College in 1970.

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Chipman, Mazzucco, Land & Pennarola
30 Main Street, Suite 204
Danbury, CT. 06810-3043

Bruce C. Schmidt

Current Practice:

Bruce C. Schmidt is an Estates and Trusts partner in the Winsted law firm of Howd, Lavieri & Finch, LLP, where he has practiced law for twenty years. A former bank trust officer, his practice is concentrated in the areas of estate planning and settlement, trust administration and asset preservation. His approach consists of tax effective planning and disposition of decedent's estates. This involves a review of assets owned, the family tree, and dispositive wishes of the client.

Mr. Schmidt's primary focus in the estate plan is on the creation of tax favorable trusts to achieve usage of both exemptions, the exclusion of life insurance and optimal tax savings available with Qualified Personal Residence Trusts. With this approach there is often elimination of the federal estate tax in the estate. In order to achieve the needs of his clients, Mr. Schmidt is willing to travel to meet with clients.

Professional Profile:

He is a member of the American Bar Association (Real Property and Probate Section and Pre-death Planning Committee and Asset Protection Planning Committee). In addition to the Florida and Connecticut Bar Associations (formerly the Executive Committee of the Estates and Probate Section, Legislative Revision Committee and Specialization Certification Committee). He is admitted to practice before the Federal Court (Connecticut District) and Tax Courts of the United States and the courts of the States of Connecticut and Florida.

Seminars and Lectures:

Mr. Schmidt is a frequent speaker at and host of seminars pertaining to estate planning, financial planning and taxation. Mr. Schmidt has given lectures for The Connecticut Trial Lawyers Association, The University of Connecticut Law School, Post College (former adjunct professor) and several trade associations.

Academic Background:

Mr. Schmidt graduated from the Darrow School (a former member and tax consultant to the Board of Trustees), Ohio Wesleyan University (Bachelor of Arts), the University of Connecticut and University of Miami Law School (Juris Doctor).

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Howd Lavieri & Finch
682 Main Street
Winsted, CT. 06098