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April 22, 2024

On April 22, Trusts & Estates partner Richard Marone will participate as a guest speaker at an Estate and Personal Planning Lunch & Learn hosted by The Holy Family Retreat Center in West Hartford, Connecticut. 

The seminar will provide valuable insights into estate planning tips, tools and solutions, advice on how to transfer wealth to heirs and charitable beneficiaries and helpful ways to save on taxes.

Richard will present alongside Bank of America Private Bank Managing Director and Senior Trust Officer Suzanne Giuffrida, who is a fellow member of Holy Family’s advisory board. They will be joined by Dawn Fleming, Holy Family’s Director of Donor Relations and Planned Giving.

Richard has worked in trusts and estates law for over forty years and is certified by the American College of Trust and Estate Counsel as a probate and trust dispute mediator. He works with individuals, families, private businesses, trustees and tax-exempt organizations on a variety of matters. Chambers USA recognizes Richard as one of Connecticut’s top private wealth lawyers.

Read more about the event.

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