Get unlimited CLE for 12 months — Only $99 per month! Subscribe Today

Keith Phillis is a partner in DarrowEverett LLP's Private Wealth Services, Energy and Natural Resources, and Tax Practice Groups. He represents a wide range of clients, from individuals to large public and private business entities. Mr. Phillis' private wealth planning representation includes advising individuals and businesses on estate planning, wealth and asset preservation planning, tax mitigation and business succession planning strategies. He routinely prepares estate planning, estate settlement, gifting, and asset preservation documentation, such as wills, revocable and irrevocable trusts (i.e. DAPTs, ILITs, IDGTs, SNTs, QPRTs, GRATs, CRUTs, SLATs, and D4A), powers of attorney, health care proxies, and living wills. Mr. Phillis' tax experience includes extensive involvement with the structuring and sale of investment assets in a wide range of industries. He works with managers, accountants, and in-house counsel of companies to resolve a variety of tax-related issues, from business formation, to compensation and benefit plans, to acquisition and financing. In addition to tax planning and structuring transactions, Mr. Phillis' tax practice includes representation before the IRS and state tax authorities, Federal and State tax courts, and local tax authorities. He is a member of Rhode Island Bar Association, American Bar Association, and Rhode Island Society of CPAs, RI Young Accountant Network Committee. Mr. Phillis received his B.S. and B.A., magna cum laude, from Central Michigan University, his J.D. from Roger Williams University School of Law, and his LL.M. in Taxation from Boston University School of Law. He is licensed to practice in Rhode Island, Connecticut, Massachusetts, the U.S. Tax Court, U.S. District Court of Rhode Island and U.S. District Court of Massachusetts.

Now available ONDEMAND from Keith Phillis

Stay Up to Date

Get the latest on new content, products, special promotions, CLE news, and more!

This website uses cookies to ensure you get the best experience. We use this information in order to improve and customize your browsing experience, in addition to improving our internal analytics and metrics about our visitors. To find out more about the cookies we use, please see our Cookie Policy.