Breakfast, Networking & Educational Series - September 19, 2019

  • Thursday, September 19, 2019
  • 7:30 AM - 10:30 AM
  • The Hope Club, 6 Benevolent Street Providence


Registration is closed

Breakfast, Networking & Educational Series - September 19, 2019

7:30am - 10:30am The Hope Club, 6 Benevolent Street Providence 

Please help us kick off the 2019-2020 season with a two-part session featuring two dynamic local speakers.

Part 1: “Estate and Charitable Planning under the Tax Cuts and Jobs Act of 2018”

Part 2: “Give Smarter”

Here our speakers will build on their first presentation and discuss the impacts to charitable giving as a result of the passage of the Tax Cuts and Jobs Act of 2018

Presented by:

Joseph R. Marion, III, Adler Pollock & Sheehan

An experienced estate planning attorney, Joseph is a frequent lecturer 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.

Joseph practices in Rhode Island, Massachusetts and New York and has been selected for inclusion in The Best Lawyers in America, Super Lawyers and as a top author for JD Supra.

David T. Riedel, Adler Pollock & Sheehan

An author and frequent lecturer on estate planning, administration and taxes, David provides responsive, sympathetic and personable counsel to his varied individual clients, helping to preserve their wealth, minimize their taxes and assure their assets benefit the family members and institutions they hold dear.

David is highly skilled and experienced in the administration of estates and trusts and deeply experienced in helping clients plan their estates to accommodate special concerns, such as an elderly parent or disabled child. He also counsels businesses and charities in estate and business-succession matters as well as on tax-related issues.

Highly rated by his peer attorneys and noted for his professionalism and high ethical standards, David has served as an adjunct instructor at the Roger Williams University School of Law and Bryant University Graduate School of Taxation. Since 1983, he has been the chair of the Rhode Island Bar Association’s Committee on Probate and Trusts.

Please note: The attendance fee for non-members of PPPRI is now $60.

Thank you to our sponsors.



© 2015 Partnership for Philanthropic Planning of Rhode Island. All rights reserved.

302 Pearl Street, #108, Providence, RI  02907


Powered by Wild Apricot Membership Software