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Theodore Ahlgren

Theodore Ahlgren

Practice areas:

Tax, Trusts, Estate Planning

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About Me

Languages Spoken: German

Practice Areas

Licensed since 2005

  1. Tax: 34%
  2. Estate Planning: 33%
  3. Trusts: 33%

Payment

Fees:

Fixed (Sometimes)

Attorney Endorsements

0 total

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Contact Info

Roberts Global Counsel, LLC

640 Mix Ave
#5J
Hamden, CT, 06514

Resume

License
StateStatusAcquiredUpdated
CTActive201107/14/2015
DCActive 200705/24/2015
MAActive200504/14/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Rising StarConnecticut Super Lawyers2013

Work Experience
TitleCompany NameDuration
AttorneySole Practitioner2013 - Present
AssociateWithers Bergman, LLP2008 - Present
AssociateBaker & McKenzie, LLP2007 - 2008

Associations
Association NamePosition NameDuration
Connecticut Bar Association, Tax SectionExecutive Committee2012 - Present
American Bar AssociationN/AN/A
Society of Trust and Estate PractitionersN/AN/A

Publications
Publication NameTitleDate
LexisNexis publicationLexisNexis Guide to FATCA Compliance, 2d Edition2014
IFC ReviewFATCA: Implications for Trusts and Trustees2013
STEP JournalFATCA: A Guide for Trusts and Companies2012
Financial Instruments Tax and Accounting ReviewFATCA: Proposed Regulations Unveiled2012
Financial Instruments Tax and Accounting ReviewDo You Know Who Your Clients Are? Identifying and Disclosing US Persons in a Post-HIRE Act World2010
BNA Tax Planning International ReviewThe Hiring Incentives to Restore Employment Act of 20102010
Newsletter of the ABA Section of Business Law Committee on TaxationProposed Regulations Regarding Withholding on Distributions in Redemption of Publicly Traded Stock2007
Practical US/International Tax StrategiesAn Intimate Look at Arm's Length: Trying to Grasp the Investor Model in the Proposed Cost-Sharing Regulations2007

Education
School NameMajorDegreeGraduated
Boston University School of LawTaxLL.M - Master of Laws2007
University of Michigan Law SchoolLawJD - Juris Doctor2005
Yale UniversityClassics and HistoryBA - Bachelor of Arts1999

Speaking Engagements
Conference NameTitleDate
STEP Mid-Atlantic Meeting July 2013FATCA for Trusts and Trust Companies2013