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March
9, 2007
Uses and Benefits of
Limited Liability
Companies (LLCs)
Arthur J. Leonard was one of three presenters at a full-day conference
on limited liability companies held on
March 9th in Warwick, RI.
Since their inception in the last
decade, limited liability companies have become an increasingly popular entity
choice. People are using them for everything from estate planning and holding
real property and assets, to conducting corporate joint ventures.
•> Click
here to learn more (PDF) |
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December 14 , 2006
Medicaid: From Qualifying Clients to Applying
for Benefits
Arthur J. Leonard was one of three presenters at a full-day conference
on Medicaid held in Warwick, RI. Topics covered included:
taking a forward-thinking look at upcoming Medicaid law developments;
getting proper assistance for disabled clients using the Medicaid Waiver Program;
avoiding probate and guardianship issues by assisting with estate and asset
divestment / diversification planning; knowing what benefits are available for
veterans – before turning to Medicaid;
defining clients' goals by asking the right questions at the initial Medicaid
interview; following proper Medicaid application procedures and knowing what
to do if a client's request is rejected.
•> Click
here to learn more
(PDF) |
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June 14 , 2006
Helping Your Client Select the Best Entity Option
When people start a business, there are many factors that affect how the entity
should be structured, including tax issues, sources of start-up capital, and
how the company will be managed. It's important to choose the right entity at
the outset to avoid time consuming and
costly changes in the future.
Arthur J.
Leonard was one of three presenters at a full-day seminar designed
to help legal and tax professionals understand the pros and cons of various
entity forms and give their clients the right advice.
•> Click
here to learn more
(PDF) |
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September
28, 2004
Applying for Medicaid
Benefits From Start to Finish in Rhode
Island: A Practical Approach
Arthur J. Leonard was one of
three faculty who presented at this day-long
program designed for attorneys who practice on serving the over 55-market.
Topics covered included: how to determine when Medicaid planning
makes sense for a client; how the Medicaid application process
works and navigating the system; tips for wise estate planning with Medicare
in mind.
•> Click
here to learn more (PDF) |
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May
21, 2004
Choice of Business
Entity in Rhode Island: How to Do It
Right
Arthur J. Leonard was one of
two presenters at a full-day seminar
held in Providence, RI, on May 21st.
This program was designed to help attorneys, accountants, and financial
planners learn the basics of LLCs, LLPs, LPs; find out whether
their clients should incorporate; know what factors should be taken
into account when their clients are choosing a business entity; and
understand some of the alternatives like general partnerships and joint
ventures.
•> Click
here to learn more (PDF) |
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September 25, 2003
Limited Liability
Companies & Limited Liability Partnerships
in RI
In recent years LLCs have fast become an entity of choice for many business ventures
because of their tax advantages and flexibility. Another new entity, the Limited
Liability Partnership, has brought new challenges, as well as new alternatives
in corporate planning.
Arthur J.
Leonard was one of two presenters at a seminar designed to address this need
by providing a thorough introduction to LLCs and LLPs, including tax considerations
and important entity conversion issues, State compliance and operating considerations,
as well as recent legislative changes.
•> Click
here to learn more
(PDF) |
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September 8, 2003
Asset Protection Techniques
in Rhode Island
The explosion of litigation in the United States has made asset protection planning
a critical part of estate and business planning. Professionals who practice estate
or tax planning must become knowledgeable about asset protection techniques.
On September 8th in Providence, RI, Arthur J. Leonard
was one of two presenters at a full-day seminar designed
to enhance participants' ability to: identify clients
exposed to the possibilities
of future financial disaster;
educate clients about the dangers of such potential
financial disaster; minimize the risk of financial
ruin from lawsuits, creditors, and other predators;
and substantially reduce their clients' income, estate,
and capital gains tax obligations.
•> Click
here to learn more
(PDF) |
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March 12, 2003
How to Protect Assets in Life & Avoid Estate
Tax at Death in RI
Arthur J. Leonard was
one of two presenters at this day-long conference which highlighted practical
strategies for asset protection. Some of the topics covered included: Basics
of the Transfer (Estate or Gift) Tax; Use of Family Limited Partnerships in Estate
Planning; The Function of a Living Trust; Estate
Planning for Shareholders of Closely Held Corporations, Partnerships and Similar
Arrangements; Ethical Considerations; Retirement and the Estate Tax.
•> Click
here to learn more
(PDF) |
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August 6 , 2002
Estate Planning in Rhode Island
Arthur J. Leonard was one of three presenters who addressed the complexities
of estate planning in RI at a one-day
seminar designed for attorneys,
insurance professionals, accountants, enrolled agents, bankers, trust officers,
and financial and estate planners.
•> Click
here to learn more
(PDF) |
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September 5 , 2001
Understanding the Regulations
on Required Minimum Distributions of IRAs in Rhode
Island
Arthur J. Leonard was one of three faculty who presented at this intermediate-level
program for accountants held in Warwick, RI.
•> Click
here to learn more
(PDF) |
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