ESTATE PLANNING COUNCIL OF RHODE ISLAND

DATE:                       February 26, 2019
PLACE:                     US Trust - 100 Westminster St., Providence, RI – 4th Floor Boardroom
TIME:                     12:00-1:00pm
TOPIC:                    Rethinking Old Planning Techniques in Light of Tax Reform?
SPEAKER:                Kathleen Ryan, Esq.
                               Kimberly McCarthy, Esq.

SUMMARY:

The 53rd Annual Heckerling Institute on Estate Planning in January hosted speakers from across the country with presentations on a wide range of estate planning and tax topics, including the 2017 Tax Act and its impact on traditional planning techniques for wealth transfer.  Disclaimers, powers of appointment, portability and charitable giving were among the areas highlighted for evaluation after tax reform.  Join us for a discussion lead by Kathleen Ryan, Esq., Executive Vice President & Chief Wealth Management Officer, and Kimberly McCarthy, Esq., Vice President & Chief Tax & Benefits Officer, of The Washington Trust Company, as they share their conference notes.