The Role of Women in Legal and Estate Planning, An Interview with Patricia Annino, May 19, 2021 Presented by: Program Description Rimon Partner Patricia Annino sat down with FFI Practitioner Interviewer, Jordan Rich, to discuss the key takeaways from her recent book, Power, Strength and Perservance: What women know about other women, but search for in…

Rimon is proud to announce that Partner Rodrigo Castillo Cottin has been highly recommended by Leaders League for Wealth Management in Colombia. Mr. Castillo Cottin is one of nine attorneys ranked this year for Wealth Management in the country. Mr. Castillo Cottin has a robust practice advising multijurisdictional enterprises, financial institutions, and high-net-worth individuals and families on wealth management matters, international tax…

San Francisco, CA – Rimon is pleased to welcome Joseph Ferrucci as a Partner in the firm’s Trusts & Estates Practice based out of the firm’s San Francisco office, the 32nd partner to join Rimon this year. Mr. Ferrucci joins Rimon from Anderson Yazdi Hwang Minton + Horn LLP, where he was of counsel. With over a decade of hands-on experience, Mr. Ferrucci offers the full range of trusts and estates legal services to clients, including providing sophisticated estate…

Rimon is proud to announce that Partner Rodrigo Castillo Cottin has been recognized by Best Lawyers® for Trusts & Estates in Bogota, Colombia. Mr. Castillo Cottin is the only attorney recognized this year for Trusts & Estates in Colombia. Mr. Castillo Cottin has a robust practice advising multijurisdictional enterprises, financial institutions, and high-net-worth individuals and families on wealth management matters,…

After the SECURE Act, most IRA beneficiaries are required to withdraw the balance of the account within 10 years after the owner’s death. The details of those rules can be found in Brent’s prior post here. In that post, Brent also introduced the concept of using an Accumulation Trust (i.e. a trust as beneficiary of an IRA that…

COVID-19 is a public health issue that goes far beyond the bounds of this blog. However, focusing only on the economic side of the equation, it is clear the SARS-COV 2 virus, and the needed response to contain it, have had and will have significant effects on the economy. As reported in the Atlantic on March 21,…

Host: Family Firm Institute (FFI) Location: Webinar When: Oct. 28, 2020 – Oct. 30, 2020 About: Rimon Partner Patricia Annino will present Thursday from 8:30 to 9:30 AM on the topic: “Understanding the Complexities of Mental Incapacity When Advising Family Business Owners” Diminished capacity is a topic relevant for all of us, personally and professionally.…

There are two schools of thought on naming at trust as a beneficiary of an IRA: (1) NEVER DO IT, and (2) do it if it meets your goals. The First camp lives and dies on the belief that naming a trust accelerates distributions from the IRA–thus more tax sooner, and that is usually bad.…

Expanding its reach and dynamic skill set, Rimon Law welcomes Corporate and Technology Partner Jeffrey A. Fromm to its New York Office. Mr. Fromm joins Rimon from VLP Law Group, where he was also a partner. Mr. Fromm brings over 30 years of corporate and transactional experience to Rimon’s burgeoning Corporate and Technology groups. Mr. Fromm offers a rare blend of…

Opening its 26th office globally, Rimon Law welcomes Private Client, Tax, and Trusts & Estates Partner Brent Nelson to its new Tucson, Arizona office. Mr. Nelson joins Rimon from Snell & Wilmer, where he also worked as a Partner. At Rimon, Mr. Nelson will be joining an award-winning, national Trusts and Estates team which includes partners Patricia Annino and Lisa Weinstein Burns in Boston, Scott Ross in Menlo Park, Filmore…