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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.


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.