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Entries tagged “Trusts And Estates”

COVID-19 Has Changed Charitable Trust Planning

Insight Brent Nelson 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, 2020, the U.S. government

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

Event
Host: Family Firm Institute (FFI) Location: Marriott Marquis New York New York, NY  United States   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

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

Insight 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. The Second camp lives and dies on playing with somewhat

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

News November 01, 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.

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

News 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

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Estate planner for the Art Collector, a presentation

Event
Host: Museum of Fine Arts, Boston Location: Avenue of the Arts 465 Huntington Avenue Boston, Massachusetts 02115 Continuing the MFA’s commitment to providing the latest thinking on estate planning and philanthropy, we invite you to complimentary sessions featuring nationally recognized expert, Patricia Annino, Esq., Partner, Rimon PC. Women

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NTI 2019 Conference

Event
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

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For Better or for Worse: Spousal Rights in Retirement Plans

Event
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
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
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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