Attorneys
Jeffrey S. Rivard
Jeffrey is an Attorney with the law firm of Weatherby & Associates, PC in Bloomfield, Connecticut.
Jeffrey is a cum laude graduate of Tufts University where he earned a Bachelor of Arts degree, majoring in history with a minor in drama. While at Tufts, Jeffrey won the Albert H Imlah Excellence in History Prize and completed a semester abroad program at University College Dublin, Ireland.
Jeffrey earned his JD from the University Of Connecticut School Of Law where he also completed a Certificate of Taxation. While in law school, Jeffrey won the Thomas A. Gallivan, Jr. Property Award and a CALI Award for Excellence in Land Use Controls. Jeffrey served on UConn Moot Court Board and as a teaching assistant for the school's first year moot court program.
During law school, Jeffrey was a summer associate with the law firm of Updike, Kelly & Spellacy, PC and an intern for the Connecticut Office of the Attorney General. Jeffrey is a member of the National Association of Elder Law Attorneys. He is admitted to practice in the Connecticut and New York. Jeffrey is a Board Member for the Connecticut Care Planning Council. He is a member of the Connecticut Bar Association and the New York Bar Association.
Below is a listing of some of the programs that Jeff has attended.
Jeffrey is a cum laude graduate of Tufts University where he earned a Bachelor of Arts degree, majoring in history with a minor in drama. While at Tufts, Jeffrey won the Albert H Imlah Excellence in History Prize and completed a semester abroad program at University College Dublin, Ireland.
Jeffrey earned his JD from the University Of Connecticut School Of Law where he also completed a Certificate of Taxation. While in law school, Jeffrey won the Thomas A. Gallivan, Jr. Property Award and a CALI Award for Excellence in Land Use Controls. Jeffrey served on UConn Moot Court Board and as a teaching assistant for the school's first year moot court program.
During law school, Jeffrey was a summer associate with the law firm of Updike, Kelly & Spellacy, PC and an intern for the Connecticut Office of the Attorney General. Jeffrey is a member of the National Association of Elder Law Attorneys. He is admitted to practice in the Connecticut and New York. Jeffrey is a Board Member for the Connecticut Care Planning Council. He is a member of the Connecticut Bar Association and the New York Bar Association.
Below is a listing of some of the programs that Jeff has attended.
-
Specialty Education
-
BC's of Estate Planning
-
Searching Land Titles: An Overview
-
The Mathematics of Estate Planning
-
Practical Applications of Employee Stock Options Plans
-
The Mathematics of Roth Conversions, Stretch IRA's and Life Insurance Used to Protect IRA's
-
Practical Aspects of Deferred Compensation
-
Recent Developments with Qualified Appraiser and Appraisal Requirements: The Broad Impact on Gift and Estate Tax Returns
-
Exciting New Opportunities in Business Succession Planning
-
Planning for Special Needs Beneficiaries
-
Planning for Unmarried Couples
-
The Team Approach to Senior Clients
-
Income Tax Rules Every Planner Should Know
-
DRA Implementation Report
-
VA Aid & Attendance Benefits: Are Your Clients Missing
-
Out on Vital Cash Benefits?
-
Medicaid Compliant Annuities – 2008 and Beyond
-
Asset Protection Planning
-
Final Expense Trusts
-
Picking up the Pieces of the Sub Prime Mess: Short
-
Sales, Flipping and Mortgage "Rescue"
-
Becoming Your Client's Trust Advisor
-
Planning For Non-Business Active Children
-
Personal Asset Protection Planning
-
Drafting and Administering Special Needs Trusts
-
FLP's and LLC's as Financial Tools
-
Creating a Family Legacy With Life Insurance
-
Asset Protecting IRA's and Qualified Plans
-
Employee Stock Ownership Plans
-
Survey of Tax-Favored Investments
-
Planning Opportunities with Cost Segregation
-
Living With Alzheimers – Legal and Financial Issues
-
The Use of Captive Insurance
