Estate and Trust Planning for Beneficiaries with Opioid Addictions – C04


Estates and Probate/Elder/Tax Law Track
Estates and Probate Section

Session C: 1:45 p.m. – 2:45 p.m.

About the Program
The opioid crisis in the United States presents a growing challenge for estate planners. This program will consider options for clients who may have beneficiaries with an opioid addiction, including particular provisions for inclusion in wills and trusts; the probate court’s potential role in supervising opioid addicted beneficiaries; and trust planning.

Speakers

Hon. Beverly K. Streit-Kefalas, Milford-Orange Probate Court, Milford

Judge Streit-Kefalas is the judge of probate for the Milford-Orange Probate Court located in the Parsons Complex, 70 West River Street, Milford, Connecticut, serving the Milford and Orange communities.

Judge Streit-Kefalas, known locally as Judge Beverly, was first elected as judge for the Milford Probate Court in November 1998 and took office in January 1999. She was re-elected to that position in 2002 and again in 2006. With the consolidation of probate courts across the state, she was successfully elected judge of probate for the newly merged Milford-Orange Probate Court in 2010 and has been re-elected each successive four-year term thereafter.

She was recently appointed as the Administrative Judge of the New Haven Regional Children’s Probate Court. She is also a founding judge of the New Haven Regional Children’s Probate Court which first opened as a pilot court in 2004, was recognized nationally as a model court system, and the model has since expanded to five additional regional children’s courts across the state. She served as the Temporary Administrative Judge to establish the New London and the Central Connecticut (formerly the Meriden/Wallingford) Regional Children’s Probate Courts.
She is the Chair of a subcommittee of the Probate Rules Revision Committee and has served on the full committee since its inception.

As a young attorney, she served as co-chair of the Connecticut Bar Association Young Lawyer’s Public Service Committee and was regularly recognized by the U.S. Bankruptcy Court District of Connecticut for her service as a pro bono attorney. In her local community, she is a past member of the United Way of Milford, Milford Lions Club, and Milford Kids Court. She is an active member of the Devon Rotary and she presently serves on the board of Bridges Healthcare, Inc., the local mental health agency, and the Milford Senior Center’s Council on Aging.

Douglas R. Brown, Brody Wilkinson PC, Southport

Attorney Brown is a principal at Brody Wilkinson PC in Southport and a member of the firms Trusts & Estates and Dispute Resolution Groups. His practice has focused on estate planning, estate settlement, and probate, trust and fiduciary litigation for over 20 years.  He is a member of the Greater Bridgeport Bar Association, is a member of the Executive Committee of the Connecticut Bar Association=s Estates and Probate Section, and is past chair of the subcommittee on probate and trust controversies.  Doug serves as the Estates and Probate Section delegate on the House of Delegates for the Connecticut Bar Association, and he serves on the Connecticut Probate Court Rules Advisory Committee.  Doug is recognized as a AConnecticut Super Lawyer@ in the areas of Estate Planning and Probate and Estate and Trust Litigation and has been selected for inclusion in “The Best Lawyers in America” in the fields of Trusts and Estates and Litigation – Trusts and Estates.  He has lectured frequently on topics concerning estate planning, estate settlement, and estate and trust litigation.    

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Suzanne Ducate, Psychiatrist, Whethersfield

Suzanne Ducate, M.D. conducts Competency to Stand Trial Evaluations for the State of Connecticut Office of Forensic Evaluations. In addition, Dr. Ducate also cares for geriatric patients in several Connecticut nursing homes. Prior to this, Dr. Ducate was the Medical Director for the Hartford Dispensary, Hartford, CT, from August 1, 2012 through July 7, 2017. During this time Dr. Ducate also provided training for third year psychiatry residents at the University of Connecticut Health Science Center in Addiction Psychiatry.

Dr. Ducate worked for the Connecticut Department of Correction as the Director of Psychiatry for six years. While working for the Department of Correction she created the Parole Mental Health Unit, a unique unit with officers trained to supervise clients with serious mental illness. The Parole Mental Health Unit was recognized by the CT DOC as the Unit of the Year in 2011. Dr. Ducate also served the Connecticut Department of Correction as the Director of Mental Health Services for the University of Connecticut Health Center Correctional Managed Health Care for two years beginning in 2003.

She attended medical school at the University of Missouri-Kansas City School of Medicine, graduating in 1987. Her internship was completed at the Los Angeles County Medical Center in 1988 and she completed her psychiatric residency at Lackland Air Force Base in San Antonio, Texas.She is Board Certified by the American Board of Psychiatry and Neurology in Psychiatry, with subspecialty certifications earned in Forensic Psychiatry and Addiction Psychiatry.

Carmine P. Perri, Czepiga Daly Pope & Perri, Simsbury

Carmine was admitted to the Connecticut Bar in 2005, the U.S. District Court, District of Connecticut in 2005, and the Second Circuit Court of Appeals in 2011. Carmine is a member of the Connecticut Bar Association Elder Law Section and a member of the Connecticut Chapter of the National Academy of Elder Law Attorneys (N.A.E.L.A). Carmine received his law degree in 2005 from Quinnipiac University School of Law.  He received his bache- lor’s degree in 2002 majoring in Philosophy. In 2016, Carmine was one of the authors of the newly revised “Court-Appointed Attorneys in Courts of Pro- bate” manual.  Additionally, Carmine serves on the Connecticut Bar Journal’s Board of Editors.

 

 

 

1.0 CLE Credits (CT: 1.0 General; NY: Skills 1.0 )