Gift and Estate Planning Seminars: “What You Need to Know About Gift and Estate Planning” and “Planning Considerations for Your Art and Collectibles”
events Patricia Annino · August 20, 2018
Rimon Partner Patricia Annino will discuss the latest updates on estate planning and philanthropy during two complimentary sessions: “What You Need to Know About Gift and Estate Planning” and “Planning Considerations for Your Art and Collectibles.” The first seminar will talk about how planning can strengthen present finances, reduce taxes, and fulfill charitable financial aspirations. The second session will offer…
Rimon Partners in Six States and in Israel listed in Best Lawyers® Again
news Lillian Stenfeldt · Bernays T. (Buz) Barclay · Mark S. Lee · Carl Sherer · John R. Mussman · Scott Ross · Phillip Quatrini · Peng Chen · Patricia Annino · August 15, 2018
New York, NY — Rimon, P.C. is proud to announce that ten of its Partners, across eight offices, have once again been honored by Best Lawyers®. Our honored partners were: Corporate and International Partner, Buz Barclay in New York, Trusts and Estates and Private Client Partner Patricia Annino in Boston, Intellectual Property and Litigator Partner Peng Chen in San Diego, Corporate Transactional…
Wealth Planning for Longer Lifespans: Rimon Partner Patricia Annino in Barron’s
insights Patricia Annino · June 13, 2018
Rimon’s Trust and Estate Partner, Patricia Annino, contributed her insights to a discussion of how the current increased life expectancy has to be taken into account for future family financial planning — and the difficulties that can arise when families don’t have a clear plan for dealing with cognitive decline. Click here to view the article. Patricia…
Trust Owned Family Enterprises: Pitfalls and Practical Suggestions When Naming Trustees Who Also Serve on Board of Directors
insights Patricia Annino · May 10, 2018
Trusts and Estates Partner, Patricia Annino, shares her insight on the complicated situation occurring when the family enterprise is owned in trust and the trustees simultaneously serve on the Board of Directors. Read the full FFI article here. “It is, of course, interesting to note (and not unusual) that the founder took 35 years to build a significant business and only…
Forecast of Three Future Trends for Family-Owned Enterprises
events Patricia Annino · April 13, 2018
Host: Family Firm Institute Location & Time: Park Plaza Riverbank 18 Albert Embankment London 9:00-11:00 a.m. (BST) Rimon Partner Patricia Annino will share her expertise on the topic “Forecast of Three Future Trends for Family-Owned Enterprises” This session will address forecasting future trends: You can’t litigate love (so why are you trying?) – there will be increased litigation…
Estate Planning Conference
events Patricia Annino · March 28, 2018
Host: Foundation for Accounting Education Location & Time: 601 Lexington Avenue New York NY, 10022 3:30-4:20 p.m. (ET) Rimon Partner Patricia Annino will share her expertise on the topic “Estate Planning” Highlights: Estate planning under the 2017 Tax Reform Act and its temporary doubling of the federal estate, gift and generation-skipping transfer (GST) tax exemptions The new 20% deduction for…
Get Informed About Tax Reform
events Patricia Annino · March 28, 2018
Host: Dana Farber Cancer Institute Location & Time: Wellesley Country Club 300 Wellesley Avenue Wellesley, MA 4:30-6:00 p.m. (ET) Rimon Partner Patricia Annino will share her expertise on the topic “Tax Reform” Join Patricia Annino, Esq., a nationally recognized authority on taxation and estate planning, and John J. Czyzewski, CPA, MST, MBA, a certified public accountant with over…
The Power of the Woman Donor: A Practical Discussion
events Patricia Annino · March 15, 2018
Host: Planned Giving Group of New England Location & Time: Revere Hotel Boston Common 200 Stuart St. Boston, MA 02116 3:30-4:30 p.m. EST Rimon Partner Patricia Annino will share her expertise on the topic “The Power of the Woman Donor: A Practical Discussion” Click here for more information. Patricia M. Annino is a partner in Rimon’s Trust and Estates Group. A…
Women and Money: A Practical Guide to Estate Planning, Philanthropic Planning Group of Greater New York
events Patricia Annino · February 14, 2018
Host: Philanthropic Planning Group of Greater New York Location & Time: 3 West Club 3 West 51st Street New York, NY 10019 Noon – 2 p.m. Rimon Partner Patricia Annino will share her expertise on the topic “Women and Money: A Practical Guide to Estate Planning” We all know it. Women will outlive men and control major wealth decisions…
Wealth Management Seminar, Museum of Fine Arts – Boston
events Patricia Annino · January 30, 2018
Location & Time: Museum of Fine Arts – Boston 465 Huntington Ave, Boston, MA 02155 1:30- 3 p.m. Rimon Partner Patricia Annino will share her expertise on the topic “Planning Considerations for Your Art and Collectibles.” Important estate planning considerations for those who own art, antiques, or collectibles • Understand how art can impact gift and estate taxes.…