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, May 12, 2025

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. 

“Planning for Snowbirds and Residency Issues”

Establishing residency in a new location for tax or personal reasons may not be as simple as completing a to-do list.  Both federal and state tax authorities are challenging legal residency more often, for both income and estate tax purposes.  What’s a client to do?   Join us for a lively panel discussion as we address important issues to be considered, share current experiences, dispel myths, and answer your questions.   

Jason P. Marshall, Esq., is the founder of MARSHALL LAW OFFICES Ltd., located in Warwick, RI.  He has more than 25 years of experience in trust and estates. His practice focuses on guiding clients through the complexities of estate settlement, business succession, charitable planning and gifting as well as successfully representing clients in estate and gift tax audits. Jason also has extensive experience in the areas of estate and trust administration, regularly advising fiduciaries in complex estate and trust administration matters. In addition, Jason has testified before the Rhode Island Superior Court as an expert witness regarding trust and estate matters

Jason received his undergraduate degree in economics from University of Illinois in 1988 and his law degree from Chicago-Kent in 1994. He is licensed to practice law in Rhode Island, Connecticut, Massachusetts and Illinois.  He is a past President and Director of the Estate Planning Council of Rhode Island, and a past member of the Professional Advisors Council at the Rhode Island Foundation. He is also a member of the Rhode Island Bar Association where he is active on the Probate and Trust Committee, and is a member of the Connecticut Bar Association, active on the Estates and Probate Section.

A speaker and lecturer on advanced estate planning and tax issues, Jason has received national recognition as a leading attorney and advisor to affluent individuals. Jason was previously selected by Worth magazine as one of the Nation’s Top 100 Attorneys in the area of trusts, estates, tax, fiduciary advice, and probate.  More recently, he was featured as one of the top-rated lawyers in the Boston metropolitan area recognized by Martindale-Hubbell as a Legal Leader for trust and estate law in The American Lawyer magazine and The National Law Journal.

Gregory A. Porcaro, CPA/ABV, MST, CFF, has been the principal in charge of all tax, business valuation, and business consulting services for Otrando, Porcaro & Associates, Ltd., an accounting and consulting firm located in Warwick, RI, since 1987.  He is a frequent lecturer on a variety of tax and business valuation issues for state and national professional associations.  Often interviewed by local media to address current matters in taxation, Greg is also a regular guest on WPRI-TV, Channel 12, “The Rhode Show”, discussing income tax and financial planning issues.  In addition, he was a Professor of Taxation in the Bryant University Graduate School’s Master of Taxation Program for almost 30 years. 

He has written extensively on numerous topics, including LLCs, QSUBs, Choice of Entity, Divorce, Estate Planning and Business Valuation, and he previously served as an editorial advisor for The Tax Adviser, a national magazine covering all aspects of tax planning.  In 2008, Greg was selected as one of the “Top 50 IRS Practitioners” in the country, and in 2002 was voted “Accountant Advocate of the Year” by the RI Small Business Administration.

Greg earned his bachelor’s degree in accounting and his master’s degree in taxation from Bryant University and has earned the designation Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) from the AICPA.  He is a Past President of the RI Society of CPAs, the Past Chair of the AICPA’s’ S Corporation Technical Resource Panel, and a former Member of its Tax Executive Committee.  He also served as a past President and Director of the Estate Planning Council of RI and the RI Society of Financial Service Professionals.

Our panel will be moderated by Bridget L. Mullaney, Esq., Partner at Cameron & Mittleman, LLP, and current President and Director of the Estate Planning Council of RI.

Thank you to our Sponsor!