Kathleen A. Ryan

Areas of Practice:


View video: How does the 2010 Tax Relief Act affect your estate plan?

Kathi, Chair of the Trusts & Estates Group, applies her extensive knowledge of probate, trust, and tax laws to advise clients on a wide variety of wealth preservation, asset transfer, and charitable giving issues. She provides counsel on business succession planning matters for family-owned and closely-held businesses.

Kathi also represents executors, guardians and trustees with respect to the administration of decedents’ estates, guardianships, and trusts.  She works with attorneys in the Firm’s Litigation Group representing fiduciaries in probate and trust court proceedings involving fiduciary liability issues, trust reformation, will contests, petitions for minimization of taxes and other general trust/estate administration matters.

Kathi is a Mentor in the Firm’s Mentoring Program and co-founded and assists with the administration of WAVE (Women AdVocates for Enterprise), a Firm initiative designed to help women in business advance professionally.  She is a frequent speaker on various trusts and estates topics directed to banking professionals, financial planners, business groups, and civic and charitable organizations.

HONORS 

  • Recipient of Dr. William McDonnell Award for unselfish service to further the cause of Providence College, 2004
  • Recipient of Board of Director's Leadership Award for outstanding leadership in board service,The Women’s Center of Rhode Island, 2004
  • AV® Preeminent Rated from Martindale Hubbell, highest possible rating on both legal ability and ethics based upon the confidential opinion of peers and judges


REPRESENTATIVE PUBLICATIONS
Final Form 8939 and Instructions Now Available”, Partridge Snow & Hahn LLP, Client Alert, October 2011

Deadline Extended for Form 8939 and Penalty Relief for Beneficiaries of 2010 Decedents’ Estates”, Partridge Snow & Hahn LLP, Client Alert, September 2011

Guidance for Executors of 2010 Decedents’ Estates; Due Date for Form 8939”, Partridge Snow & Hahn LLP, Client Alert, August 2011

 “Massachusetts Appellate Tax Board Decides Two Domicile Cases” Partridge Snow & Hahn LLP Take Note e-Alert, June 2010

“Estate Planning: Intellectual Property Considerations” Partridge Snow & Hahn LLP Take Note e-Alert, March 2010

"Business Succession Planning for Family Owned Agencies" IIARI’s The Anchor, Fourth Quarter, 2009

“Tax Tips for Charitable Giving: 5 Ways to Make a Difference in Your Charitable Tax Deduction” Partridge Snow & Hahn LLP Take Note email, November 2009

" Recent Economic Developments Affecting Your Personal Planning" Partridge Snow & Hahn LLP Client Alert, January 2009

REPRESENTATIVE SPEAKING ENGAGEMENTS

Panelist, 2010 Estate Planning Roundup, November 2010

Presentations (3) on “Better Estate Planning” and “Duties and Obligations of Trust Fiduciaries”, to local financial institutions and community organizations, October, November and December 2010

Panelist, “Leadership Lessons” Greater Providence Chamber of Commerce Business Over Easy Breakfast forum, March, 2009



View video: How does the 2010 Tax Relief Act affect your estate plan?

Kathi, Chair of the Trusts & Estates Group, applies her extensive knowledge of probate, trust, and tax laws to advise clients on a wide variety of wealth preservation, asset transfer, and charitable giving issues. She provides counsel on business succession planning matters for family-owned and closely-held businesses.

Kathi also represents executors, guardians and trustees with respect to the administration of decedents’ estates, guardianships, and trusts.  She works with attorneys in the Firm’s Litigation Group representing fiduciaries in probate and trust court proceedings involving fiduciary liability issues, trust reformation, will contests, petitions for minimization of taxes and other general trust/estate administration matters.

Kathi is a Mentor in the Firm’s Mentoring Program and co-founded and assists with the administration of WAVE (Women AdVocates for Enterprise), a Firm initiative designed to help women in business advance professionally.  She is a frequent speaker on various trusts and estates topics directed to banking professionals, financial planners, business groups, and civic and charitable organizations.

HONORS 

  • Recipient of Dr. William McDonnell Award for unselfish service to further the cause of Providence College, 2004
  • Recipient of Board of Director's Leadership Award for outstanding leadership in board service,The Women’s Center of Rhode Island, 2004
  • AV® Preeminent Rated from Martindale Hubbell, highest possible rating on both legal ability and ethics based upon the confidential opinion of peers and judges


REPRESENTATIVE PUBLICATIONS
Final Form 8939 and Instructions Now Available”, Partridge Snow & Hahn LLP, Client Alert, October 2011

Deadline Extended for Form 8939 and Penalty Relief for Beneficiaries of 2010 Decedents’ Estates”, Partridge Snow & Hahn LLP, Client Alert, September 2011

Guidance for Executors of 2010 Decedents’ Estates; Due Date for Form 8939”, Partridge Snow & Hahn LLP, Client Alert, August 2011

 “Massachusetts Appellate Tax Board Decides Two Domicile Cases” Partridge Snow & Hahn LLP Take Note e-Alert, June 2010

“Estate Planning: Intellectual Property Considerations” Partridge Snow & Hahn LLP Take Note e-Alert, March 2010

"Business Succession Planning for Family Owned Agencies" IIARI’s The Anchor, Fourth Quarter, 2009

“Tax Tips for Charitable Giving: 5 Ways to Make a Difference in Your Charitable Tax Deduction” Partridge Snow & Hahn LLP Take Note email, November 2009

" Recent Economic Developments Affecting Your Personal Planning" Partridge Snow & Hahn LLP Client Alert, January 2009

REPRESENTATIVE SPEAKING ENGAGEMENTS

Panelist, 2010 Estate Planning Roundup, November 2010

Presentations (3) on “Better Estate Planning” and “Duties and Obligations of Trust Fiduciaries”, to local financial institutions and community organizations, October, November and December 2010

Panelist, “Leadership Lessons” Greater Providence Chamber of Commerce Business Over Easy Breakfast forum, March, 2009

Areas of Practice: