For Better or for Worse: Spousal Rights in Retirement Plans

Event

May 14, 2019 12:00PM - 1:30PM EST

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

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FAE Estate Planning Conference

Event

May 23, 2019 8:30AM - 5:00PM EST

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

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Rimon Partner Patricia Annino Speaking at the 20th Annual New England Estate Planning Conference

Event

May 08, 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

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Rimon’s Patricia Annino Presents at “Women’s Philanthropy for Women’s Health” Seminar

Event

Apr 02, 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

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50 Points of Law - Estate Planning: Major Developments and Traps for the Unwary

Event

Feb 28, 2019 12:00PM - 1:00PM ET

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

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Bridging the Tricky Relationship Between Planned Giving Professionals and Donor Advisors Including CPAs and Attorneys

Event

Jan 17, 2019 11:00AM - 1:00PM CST

Host: Charitable Gift Planners of Houston Location & Time: The Briar Club 2603 Timmons Ln Houston, TX 77027 January 17, 2019 at 11:00 a.m.- 01:00 p.m. (CST) Rimon Partner Patricia Annino will be speaking on the topic "Bridging the Tricky Relationship Between Planned Giving Professionals and Donor Advisors Including CPAs and Attorneys"

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University of Rochester Conference: Women as Leaders in Philanthropy, Featuring Rimon’s Patricia Annino

Event

Nov 01, 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

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Gift and Estate Planning Seminars: “What You Need to Know About Gift and Estate Planning” and “Planning Considerations for Your Art and Collectibles”

Event

Oct 17, 2018 10:30AM - 3:00PM ET

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

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Forecast of Three Future Trends for Family-Owned Enterprises

Event

Oct 25, 2018 9:00AM - 11:20PM BST

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

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Estate Planning Conference

Event

May 24, 2018 3:30PM - 4:20PM ET

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

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