Pre-registration for this program is now closed. We invite you to register onsite, or if you have questions contact us at pppri@camihq.com.
November Breakfast, Networking and Educational Series
The Hope Club, 6 Benevolent Street, Providence, RI
Thursday, November 19, 2015
7:30 - 10:15 a.m.
Members: Free
Member Guests: Free (one guest per member per session)
Non-members: $40.00
Program Schedule
7:30 a.m.: Registration, Networking and Coffee
8:15 a.m.: Breakfast and Session One
9:30 a.m.: Session Two
Love, Sex, Money, Marriage and Death:
Estate Planning Aspects of Divorce
with Jeremiah W. Doyle IV
BNY Mellon
Jere Doyle will present a comprehensive look at reviewing estate plans upon divorce including the sale of a personal residence, income and gift tax issues of property settlements, dividing life income charitable gift plans, liability for joint income tax returns, and how assets held in an irrevocable trust for the benefit of one of the spouses is effected by the divorce. In addition, he will cover the tax consequences of dividing stock options, deferred compensation, retirement benefits and updating beneficiaries – including charitable – after divorce.
Many of your donors and clients may have these issues so being familiar with the background ramifications will be valuable.
BNY Mellon Senior Vice President Jere Doyle is an experienced estate planning strategist providing integrated wealth management advice on how to hold, manage, and transfer wealth in a tax efficient manner. He is a graduate of Providence College, and the Boston University and Hamline University law schools.
and
Second Session begins about 9:30 AM
Nexus: Combining Major and Planned Gifts for Bigger Asks
with Karen R. Cooper
Chief Development Officer, Edesia Global Nutrition Solutions
Don’t leave gift money on the table! A major gift proposal combined with a planned gift provision results in meeting bigger needs with a bigger ask – a win-win combination.
Cost
Members: Free
Member Guests: Free (one guest per member per session)
Non-members: $40.00
The Partnership for Philanthropic Planning of Rhode Island is grateful to Citizens Bank for its support as the PPP-RI Season Sponsor and Adler Pollock & Sheehan for its support as the Presenting Sponsor for the November 19, 2015 program.
Season Sponsor
Presenting Sponsor
Non-members, payments may be mailed to the PPP-RI office:
PPP-RI
465 Waverley Oaks Road, Suite 421
Waltham, MA 02452
