ESTATE PLANNING COUNCIL OF RHODE ISLAND

PROGRAM COMMITTEE OF THE ESTATE PLANNING COUNCIL OF RHODE ISLAND

PRESENTS A

LUNCH & LEARN SESSION

***SEATING IS LIMITED TO FIRST COME FIRST SERVE***

DATE:                     Wednesday, November 16th, 2016

PLACE:                   The Rhode Island Foundation – 1 Union Station Providence, RI 02903

TIME:                       Noon - 1 p.m.

LUNCH:                    Feel free to bring your own lunch

R.S.V.P.                    caitlyn.r.beauregard@ustrust.com  no later than Monday, November 14th,
                                 2016

TOPIC:                     “Charitable Gift Planning 101: An Introduction to Planned Giving Techniques”

SPEAKER:               Kate Kishfy, J.D. – Development & Planned Giving Officer – Rhode Island
                                 Foundation
                                 Bridget L. Mullaney, Esq. – Partner – Cameron & Mittleman, LLP

SPONSORED BY:    The Program Committee for the Estate Planning Council of Rhode Island

CONTINUING EDUCATION CREDITS: This program is pending approval for one hour of continuing education credits for Certified Financial Planners, Rhode Island attorneys, and Rhode Island insurance professionals.  For more information about the availability of CPE credits for Certified Public Accountants, please contact Caroline McCahey at cmccahey@rifoundation.org

Kate Kishfy, Esq. is the Development and Planned Giving Officer at the Rhode Island Foundation. In that role, she is responsible for inspiring philanthropy with new prospects, current donors, and their professional advisors by providing charitable planning advice and high-level relationship management and customer service.  Kate also coordinates outreach efforts and events geared towards professional advisors.  Prior to joining the Foundation, Kate was an attorney in the Trusts & Estates Law Group at Hinckley, Allen & Snyder, LLP, where she worked on private client trust and estate matters, including advising clients on tax-advantaged charitable giving strategies.  Kate has served on the Board of Directors of the Partnership for Philanthropic Planning of Rhode Island, and is actively involved with the Estate Planning Council of Rhode Island, the Rhode Island Bar Association’s Probate & Trust Committee, and the Rhode Island Society of Certified Public Accountants.  She received a Bachelor of Arts, magna cum laude, from Brown University, a Master of Education from Lesley University, and a Juris Doctorate, summa cum laude, from Roger Williams University School of Law.  Kate regularly presents to groups of professional advisors and nonprofit leaders on charitable giving strategies.

Bridget Mullaney's practice focuses on sophisticated estate planning for individuals and families, as well as trust and estate administration and gift and estate taxation.

Prior to joining Cameron & Mittleman, Bridget was an Associate at both Edwards Angell Palmer & Dodge LLP and Adler Pollock & Sheehan, where she also practiced in estate planning and administration.

Special Honors

Named Rhode Island Rising Star 2011, 2012, 2013, 2014, 2015 and 2016 by the publishers of Super Lawyers, recognizing her as an outstanding young attorney in the Rhode Island legal community

PLEASE REPLY DIRECTLY TO  caitlyn.r.beauregard@ustrust.com