Entries tagged “Trusts And Estates”
Webinar: How to Attack and Defend Trusts in a Divorce
Event
Patricia M. Annino is a partner in Rimon’s Trust and Estates Group. A nationally recognized authority on estate planning and taxation, Ms. Annino has more than 30 years of experience serving the diverse needs of families, individuals, and owners of closely held businesses. Access Patricia's full biography.Two Special Trusts to “Stretch” IRAs
Insight
Brent Nelson ·
June 08, 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
COVID-19 Has Changed Charitable Trust Planning
Insight
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
20/20 Vision: Blind Spots and Bright Spots in the Field of Family Enterprise
Event
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 topicIRA Trust Beneficiaries after the Secure Act by Rimon Partner Brent Nelson
Insight
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
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.
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