Entries tagged “Trusts And Estates”
EventPatricia 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.
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
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
EventHost: 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
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
EventHost: 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
EventHost: 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
EventHost: 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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