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DTSTART:20161116T170000Z
DTEND:20161116T180000Z
LOCATION: The Rhode Island Foundation – 1 Union Station Providence, RI 02903
UID:1400720161116T170000ZEPCRI November Lunch & Learn
DTSTAMP:20260531T090214Z
DESCRIPTION:\n  \n \nPROGRAM COMMITTEE OF THE ESTATE PLANNING COUNCIL OF RHODE ISLAND\n \nPRESENTS A\n \nLUNCH & LEARN SESSION\n \n***SEATING IS LIMITED TO FIRST COME FIRST SERVE***\n \n \n \nDATE:                     Wednesday, November 16th, 2016\n \nPLACE:                   The Rhode Island Foundation – 1 Union Station Providence, RI 02903\n \nTIME:                       Noon - 1 p.m.\n \nLUNCH:                    Feel free to bring your own lunch\n \nR.S.V.P.                    caitlyn.r.beauregard@ustrust.com  no later than Monday, November 14th,\n                                  2016\n \nTOPIC:                     “Charitable Gift Planning 101: An Introduction to Planned Giving Techniques”\n \nSPEAKER:               Kate Kishfy, J.D. – Development & Planned Giving Officer – Rhode Island\n                                  Foundation\n                                  Bridget L. Mullaney, Esq. – Partner – Cameron & Mittleman, LLP\n \n \n \nSPONSORED BY:    The Program Committee for the Estate Planning Council of Rhode Island\n\nCONTINUING EDUCATION CREDITS: This program is pending approval for one hour of continuing education credits for Certified Financial Planners, Rhode Island attorneys, and Rhode Island insurance professionals.  For more information about the availability of CPE credits for Certified Public Accountants, please contact Caroline McCahey at cmccahey@rifoundation.org\n\nKate Kishfy, Esq. is the Development and Planned Giving Officer at the Rhode Island Foundation. In that role, she is responsible for inspiring philanthropy with new prospects, current donors, and their professional advisors by providing charitable planning advice and high-level relationship management and customer service.  Kate also coordinates outreach efforts and events geared towards professional advisors.  Prior to joining the Foundation, Kate was an attorney in the Trusts & Estates Law Group at Hinckley, Allen & Snyder, LLP, where she worked on private client trust and estate matters, including advising clients on tax-advantaged charitable giving strategies.  Kate has served on the Board of Directors of the Partnership for Philanthropic Planning of Rhode Island, and is actively involved with the Estate Planning Council of Rhode Island, the Rhode Island Bar Association’s Probate & Trust Committee, and the Rhode Island Society of Certified Public Accountants.  She received a Bachelor of Arts, magna cum laude, from Brown University, a Master of Education from Lesley University, and a Juris Doctorate, summa cum laude, from Roger Williams University School of Law.  Kate regularly presents to groups of professional advisors and nonprofit leaders on charitable giving strategies.\n\nBridget Mullaney's practice focuses on sophisticated estate planning for individuals and families, as well as trust and estate administration and gift and estate taxation.\n\n Prior to joining Cameron & Mittleman, Bridget was an Associate at both Edwards Angell Palmer & Dodge LLP and Adler Pollock & Sheehan, where she also practiced in estate planning and administration.\n \nSpecial Honors\n \nNamed Rhode Island Rising Star 2011, 2012, 2013, 2014, 2015 and 2016 by the publishers of Super Lawyers, recognizing her as an outstanding young attorney in the Rhode Island legal community\n \n \n \nPLEASE REPLY DIRECTLY TO  caitlyn.r.beauregard@ustrust.com\n
SUMMARY:EPCRI November Lunch & Learn - Estate Planning Council of Rhode Island 
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