Education Session: Trusts and Estate Planning

The FPA of Rhode Island invites you to this month’s education session:

Trusts and Estate Planning

An estate and long-term care planning update that covers the new RI Medicaid regulations, Tax Cuts and Jobs Act (TCJA) and SECURE Act changes, and charitable techniques

Presented by Joseph R. Marion, III

(Shareholder, Adler Pollack & Sheehan P.C.)

An experienced estate planning attorney, Joseph is a frequent lecturer for the Boston Bar Association and the Rhode Island Bar Association on estate and long-term care planning issues and land conservation planning. His areas of practice include estate and income tax planning, business succession planning, land conservation planning, long-term care planning, probate and trust administration, special needs planning and real estate conveyancing.

Joseph often counsels clients on estate and income tax savings techniques including the most tax efficient ways which to transfer wealth and family businesses through multiple family generations. He also helps families preserve assets through advance planning for their long-term care needs. He frequently represents trustees and banks in their service as fiduciaries in the settlement of complex estates and beneficiary disputes.

• No charge for FPA Members and Partners (must log in to register)
• Non-members are welcome ($25 for first meeting, $50 for subsequent)
• Lunch is included
• Approved for 1 CFP CE credit