ESTATE PLANNING COUNCIL OF RHODE ISLAND

Estate Planning Council of Rhode Island

2024-2025

Executive Committee

Bridget L. Mullaney, Esq., President; Joanne Speroni-Woody, CTFA, Vice President; Caitlyn R. Beauregard, J.D., Secretary; Kate N. Kishfy, Esq.,Treasurer; Judith P. Higgins, CPA, Immediate Past President

Directors

Jason E. Archambault, CFP®; Caitlyn R. Beauregard, J.D.; Lisa Roth Blackman; Grant E. Brown,CPC, ERPA, CFP®; Judith Higgins, CPA; Kate N. Kishfy, Esq.; Kristen Prull Moonan, Esq.; Bridget L. Mullaney, Esq.; Joanne Speroni-Woody, CTFA

Dinner Meeting

Date:   Monday, November 4, 2024

Place:  Hope Club
            6 Benevolent Street
            Providence, RI

Time:  5:30-8:00 p.m.

Who:  This is an EPCRI Member Only event.* Please renew your membership before registering for the program. 

Don't Let the Sun Go Down on Me - Planning Ahead of the Scheduled Exemption Decreases

• Determine how a trust can be crafted to maximize the client’s permissible retained flexibility and control.
• Analyze how to best fund a gift so as to maximize the value of the transfer and minimize the risk of an audit.

Many advisors believe that the current razor thin margins in Congress, paired with the recent acrimony between the political parties, will lead to an expiration of many important taxpayer friendly provisions of the Tax Cuts and Jobs Act on December 31 of next year. The session will address that possibility in the context of certain estate tax planning strategies, while maximizing the client’s permissible retained flexibility and control.
 

Daniel S. Rubin is a partner in the Trusts and Estates group of the law firm of Farrell Fritz, P.C., and is resident in the Firm’s New York City office.  He has a B.A. in International Relations from the Elliot School of the George Washington University, a J.D. from Brooklyn Law School and an LL.M. in Taxation from the New York University School of Law.

Mr. Rubin has been named by Worth magazine as one of the "Top 100 Attorneys" in the nation for private clients, by Law & Politics as a "New York Super Lawyer®" and as one of The Best Lawyers in America® for Trusts and Estates by U.S. News-Best Lawyers.

Mr. Rubin is a fellow of the American College of Trust and Estate Counsel, and a past Chair of its Asset Protection Committee, a faculty member and lecturer at the Heckerling Institute on Estate Planning, and an adjunct professor at the University of Miami School of Law.

Mr. Rubin is also the co-author of the fourth edition of the Bureau of National Affairs’ Tax Management Portfolio on Asset Protection Planning.

*Although the registration system will ask if you would like to bring a guest, please note that this is a EPCRI Member Only event. We are unable to accommodate additional attendees. 

Thank you to our Sponsor!