Entries tagged “family enterprise”
NTI 2019 Conference
events Patricia Annino · July 8, 2019
Host: NTI Location & Time: Four Seasons Hotel 3960 S Las Vegas Blvd Las Vegas, NV 89119 Rimon Partner Patricia Annino will be speaking on “2019 Estate, Gift, Benefits and Retirement Planning Update (2 parts).” Click here to register. Patricia M. Annino is a partner in Rimon’s Trust and Estates Group. A nationally recognized authority on estate planning and taxation, Ms.…
For Better or for Worse: Spousal Rights in Retirement Plans
events Lisa Weinstein Burns · May 1, 2019
Host: ALI-CLE and ACTEC Location & Time: Webcast 12:00-1:30 PM EST Why You Should Attend Rimon Partner, Lisa Weinstein Burns, will be presenting on spousal issues under common law relating to retirement plans. While the available tax incentives motivate more and more people to hold substantial wealth in qualified plans and individual retirement accounts, many…
FAE Estate Planning Conference
events Patricia Annino · April 8, 2019
Host: Foundation for Accounting Education, an NYSSPCA affiliate Location & Time: Citi Executive Conference Center 153 East 53rd St. New York, NY 10022 Rimon Partner Patricia Annino will be speaking on “The Power of Collaboration Among Professionals to Best Serve Clients.” This session will be reviewing practical approaches to navigating the often complex relationships between advisors and the clients they serve.…
Rimon Partner Patricia Annino Speaking at the 20th Annual New England Estate Planning Conference
events Patricia Annino · April 2, 2019
Trusts and Estates Partner, Patricia Annino, will be part of the panel for this seminar addressing estate planning, trust administration and fiduciary litigation on Wednesday, May 8, 2019, from 9:30 am–4:30 pm. Patricia will discuss key issues and new developments in the areas of Irrevocable Trusts, Mediation, and State Income Tax. Learn more and register…
Rimon’s Patricia Annino Presents at “Women’s Philanthropy for Women’s Health” Seminar
events Patricia Annino · April 2, 2019
Patricia Annino, Non-Profit Organizations and Trusts and Estates Partner, spoke at “Women’s Philanthropy for Women’s Health,” a donor event hosted by Partners In Health and part of its gala called “Evening for Equity” on April 2nd. Patricia, being an expert on women’s wealth and philanthropy, focused on generational shifts in wealth and giving. She highlighted practical giving…
50 Points of Law – Estate Planning: Major Developments and Traps for the Unwary
events Patricia Annino · January 27, 2019
Rimon Partner Patricia Annino will be speaking as part of Massachusetts Continuing Legal Education’s 50 Points of Law on the topic: “You Can’t Litigate Love—So Why Are You Trying? Establishing a Risk Management Policy Statement for Families.” The days of gathering around the lawyer and “reading the Will” are long over. We know where we have been,…
University of Rochester Conference: Women as Leaders in Philanthropy, Featuring Rimon’s Patricia Annino
events Patricia Annino · August 20, 2018
Ms. Annino addresses audiences on estate and philanthropic planning topics–so that women can accomplish great things in the world and also protect themselves, those they love, and the organizations they care about. Ms. Annino will lead a conversation on women, their influence, and the impact of their philanthropy, with a focus on how women can empower…
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…
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…