Entries tagged Trusts And Estates | News, Events, & Insights

IRA 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

Estate planner for the Art Collector, a presentation

Event

Oct 28, 2019 10:30PM - 3:00PM EST

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

NTI 2019 Conference

Event

Sep 15, 2019

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

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

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

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

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

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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Entries tagged “Trusts And Estates”

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

Insight Brent Nelson · January 10, 2020

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

News November 01, 2019

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

News September 19, 2019

Estate planner for the Art Collector, a presentation

Event

Oct 28, 2019 10:30PM - 3:00PM EST

NTI 2019 Conference

Event

Sep 15, 2019

For Better or for Worse: Spousal Rights in Retirement Plans

Event

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

FAE Estate Planning Conference

Event

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

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

Event

May 08, 2019

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

Event

Apr 02, 2019

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

Event

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