Rimon

Entries tagged “trusts and estates”

The Role of Women in Legal and Estate Planning, An Interview with Patricia Annino

events The Role of Women in Legal and Estate Planning, An Interview with Patricia Annino Patricia Annino · May 18, 2021

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…

Continue Reading…

Rimon Partner Rodrigo Castillo Cottin Highly Recommended by Leaders League for Wealth Management

news Rimon Partner Rodrigo Castillo Cottin Highly Recommended by Leaders League for Wealth Management Rodrigo Castillo Cottin · March 18, 2021

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…

Continue Reading…

Rimon welcomes Joseph Ferrucci as new Trusts & Estates Partner in its San Francisco office

news Rimon welcomes Joseph Ferrucci as new Trusts & Estates Partner in its San Francisco office Joseph Ferrucci · December 9, 2020

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…

Continue Reading…

Rimon Partner Rodrigo Castillo Cottin only Trusts & Estates attorney recognized by Best Lawyers® in Bogota

news Rimon Partner Rodrigo Castillo Cottin only Trusts & Estates attorney recognized by Best Lawyers® in Bogota Rodrigo Castillo Cottin · November 17, 2020

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,…

Continue Reading…

Two Special Trusts to “Stretch” IRAs

insights Two Special Trusts to “Stretch” IRAs Brent Nelson · June 8, 2020

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…

Continue Reading…

COVID-19 Has Changed Charitable Trust Planning

insights COVID-19 Has Changed Charitable Trust Planning Brent Nelson · March 24, 2020

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,…

Continue Reading…

20/20 Vision: Blind Spots and Bright Spots in the Field of Family Enterprise

events 20/20 Vision: Blind Spots and Bright Spots in the Field of Family Enterprise Patricia Annino · March 13, 2020

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.…

Continue Reading…

IRA Trust Beneficiaries after the Secure Act by Rimon Partner Brent Nelson

insights IRA Trust Beneficiaries after the Secure Act by Rimon Partner Brent Nelson Brent Nelson · January 10, 2020

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.…

Continue Reading…

Rimon Law Welcomes Corporate and Technology Attorney Jeffrey Fromm as a Partner in its New York office

news Rimon Law Welcomes Corporate and Technology Attorney Jeffrey Fromm as a Partner in its New York office Jeffrey A. Fromm · November 1, 2019

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…

Continue Reading…

Rimon Law Welcomes Estate Planning and Tax Lawyer Brent Nelson as Partner in its First Arizona Office.

news Rimon Law Welcomes Estate Planning and Tax Lawyer Brent Nelson as Partner in its First Arizona Office. Brent Nelson · September 19, 2019

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…

Continue Reading…