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David Riedel and Joseph Marion Present to Partnership for Philanthropic Planning of R.I.

David Riedel and Joseph Marion will be presenting seminars to the Partnership for Philanthropic Planning of Rhode Island on Thursday, November 17, 2011 at the Hope Club in Providence, 7:30am – 10:15am. 

David Riedel a panelist for the seminar “Non-Profit Endowments: The Rules Have Changed”, will be discussing changes in rules applicable to investment and distribution of endowments funds by non-profit organizations, with a focus on changes brought about by RI’s adoption of the Uniform Prudent Management of Institutional Funds Act (UPMIFA). 

Joseph Marion will be presenting on the topic of “Estate Planning in an Uncertain Legislative Environment”, which will focus on the current federal and state estate, gift tax exemptions and applicable GST exemptions through 2010.  It will also provide a discussion of the impact of the 2010 tax relief act on 2010 decedents and portability of unused estate tax exemptions, as well as current planning opportunities.

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