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Do you have all the knowledge and skills you need to draft tailored testamentary documents and minimize tax burdens for each of your clients? This comprehensive course will become your ultimate guide to estate planning. From client intake through tax planning and business succession strategies, you will receive tips, sample forms and answers to your most pressing questions to help you excel. Get the latest knowledge on effective will and trust planning techniques - order today!
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ROBERT E. BOLLENGIER is a sole practitioner with offices in Warwick, Rhode Island. His practice areas include federal and state taxation, probate, estate planning, wills, trusts, and corporate and business law. Mr. Bollengier has been a visiting instructor for Bryant University and Providence College. He also lectures to private industry groups through employer EAPs for wills, trusts and estate planning; and has lectured periodically for National Business Institute and other sponsoring firms. Mr. Bollengier earned his B.S. degree, magna cum laude, from Boston College; simultaneously earned his J.D. degree with his M.B.A. degree, highest honors, from St. Louis University; and his LL.M degree, cum laude, from Boston University. In addition, Mr. Bollengier earned a certificate of advanced graduate studies in estate planning from Bryant University and is currently working towards his CFP, ChFC and CLU designations. He is a member of the Rhode Island and American bar associations, as well as the Rhode Island Society of Certified Public Accountants.
GENE M. CARLINO is a partner with Pannone Lopes Devereaux & O'Gara LLC, where he has more than 25 years of experience in all areas of estate and tax planning and administration, Medicaid planning, probate administration and trust litigation. His practice includes advising and advocating for clients in all matters involving federal and state taxation, including representing individuals before the Internal Revenue Service in contested assessments during the examination phase, before the Appeals Division, and at trial in the U.S. Tax Court, the U.S. Court of Federal Claims, and the Federal District Court. Mr. Carlino is licensed to practice in Rhode Island, Massachusetts and Florida; and also admitted to the U.S. Tax Court, U.S. Court of Federal Claims, the Federal District Court of Rhode Island and the U.S. District Court for the Southern District of Florida. He received his J.D. degree from Boston University School of Law; his LL.M. degree in taxation from New York University School of Law; and his B.S. degree, magna cum laude, in accountancy, from Providence College.
EILEEN HADFIELD is an attorney with Legacy Law of Rhode Island, P.C., where she practices in the areas of elder law, trusts and estates, asset protection, incapacity planning, special needs planning, entity formation, and business succession planning, and has presented these topics in numerous forums. Ms. Hadfield is admitted to practice in Rhode Island and in the U.S. District Court for the State of Rhode Island. She is a member of the Probate & Trust and Title Standards committees of the Rhode Island Bar Association. She earned her B.S. degree, summa cum laude, and her J.D. degree, magna cum laude, from Roger Williams University.
BERNARD A. JACKVONY is of counsel with Pannone Lopes Devereaux & O'Gara LLC, and a nationally recognized fiduciary litigator. Mr. Jackvony concentrates in the areas of trusts and estates including litigation, administration and planning for individuals, families, fiduciaries and charitable organizations. He has represented clients in fiduciary litigation in Rhode Island, Florida, New Jersey, California, New York, Massachusetts and Oklahoma. Mr. Jackvony is a member of the Rhode Island Bar Association and The Florida Bar. He received his undergraduate degree in accounting from Bryant University, his J.D. degree from Suffolk University, and his master's degree in taxation from Boston University.
MATTHEW J. LEONARD is of counsel at the Providence law firm of Salter McGowan Sylvia & Leonard, Inc., where he practices in the areas of estate planning and asset protection planning, Medicaid planning, elder law, real estate, probate administration, and related litigation. He is a member of the Rhode Island and Massachusetts bar associations, and The Florida Bar. Mr. Leonard has been a frequent lecturer on topics related to his practice, including "Drafting Effective Wills and Trusts," "Resolving Estate Will and Trust Contests," "Protecting Assets While Qualifying for Medicaid," “Elder Law Home Care and Caregiver Agreements,” “Medicaid Planning,” and “Special Needs Trusts: Planning for Persons with a Disability.” Mr. Leonard is a member of the National Academy of Elder Law Attorneys and a former member of the Town of Smithfield Planning Board. He is a past president of the Providence College Alumni Association and recipient of Providence College’s Mal Brown Award. Mr. Leonard is a recipient of the Men Who Make A Difference Award from the Women’s Resource Center of Rhode Island. He is a principal owner of Murphy & Fay Title and Escrow, LLC. Mr. Leonard earned his B.S. degree from Providence College and his J.D. degree from Roger Williams University School of Law.
JOSEPH R. MARION III is an attorney with Adler Pollock & Sheehan P.C., where he practices in the areas of 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. Mr. Marion 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. Mr. Marion frequently represents trustees and banks in their service as fiduciaries in the settlement of complex estates and beneficiary disputes. He is a member of the National Association of Elder Law Attorneys, Rhode Island Bar Association, Boston Bar Association, Rhode Island Bar Committee on Probate and Trusts, and the Rhode Island Estate Planning Council. He received his B.A. degree, with high distinction, from the University of Rhode Island and his J.D. degree from Roger Williams University School of Law.
EVERETT A. PETRONIO JR. is an attorney with Kalander & Shaw Ltd. His practice centers on all aspects of business law for both for-profit and not-for-profit entities, including organization and startup, licensing, business succession planning, commercial loan documentation, and corporate sales and acquisition. Mr. Petronio is a member of the Rhode Island, Massachusetts and American bar associations; and the Estate Planning Council of Rhode Island. He earned his B.A. degree from Brown University, his J.D. degree from Western New England College School of Law, and an LL.M. degree from Boston University in Banking Law.