Entries tagged “estate planning”
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…
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…
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.…
Tax Cuts and Jobs Act: Application to Estate Planning and Gift Planning
insights Scott Ross · January 8, 2018
The most important parts of estate planning aren’t related to taxes. Instead, they focus on identifying the people who will care for our children, structuring customized provisions so that inherited wealth has a positive impact on the lives of our beneficiaries, and thinking through the overall division of our estate between heirs and charities — all…
Rimon Adds Tax and Estate Planning Attorney Lisa Weinstein Burns as Partner in Boston Office
news Lisa Weinstein Burns · March 26, 2015
Expanding its team of top wealth and estate planning attorneys, Rimon, P.C. has added Lisa Weinstein Burns as a partner in the firm’s Boston office. Ms. Burns will work in Rimon’s Private Client Group. Ms. Burns joins Rimon from the firm of Ruberto, Israel & Weiner, P.C., where she was a shareholder and co-chair of…