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Renee Evangelista recently moderated a panel discussion for the Partnership for Philanthropic Planning (PPPRI) on "Impact Philanthropy in Rhode Island". | July 29 2016

The program focused on addressing how the world of philanthropy is changing and taking on a more entrepreneurial approach from the traditional or historic way earlier generations may have made their charitable trust decisions.

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As part of Merrill Lynch's Practice Management Development program, attorneys Joshua Simon, Leigh E. Furtado and Joshua R. Caswell recently gave a presentation to a group of current and future Merrill Lynch wealth managers. | July 01 2016

The presentation, entitled "Estate Planning Basics for Wealth Managers," provided the group with an introduction to the basics of estate planning and the benefits thereof.

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