News

Howland Evangelista Kohlenberg Merges with Day Pitney

Posted March 23 2021 | Providence, RI

Providence, RI (March 23, 2021) – Howland Evangelista Kohlenberg LLP, a dedicated trusts and estates boutique handling complex and sophisticated planning and trust and estate settlement matters for high net worth individuals and families, announced that it will merge with Day Pitney LLP, a full-service law firm with close to 300 attorneys in Boston, Connecticut, Florida, New Jersey, New York, and Washington, DC. Nine attorneys, including name partners Renée A. R. Evangelista and A. Max Kohlenberg, will join Day Pitney’s Individual Clients department, growing its ranks to nearly 80 attorneys, once the merger is completed effective July 1, 2021. 

It is with a mixture of gratitude and regret that we announce the retirement of our founding partner, esteemed colleague and dear friend, Kinnaird (Kin) Howland, effective December 31, 2020.

Posted January 06 2021 | Providence, RI

Kinnaird (Kin) Howland,Our gratitude is for Kin’s invaluable support of each of us and our firm, his devoted care of his clients and his unflagging goodwill. Our regret is that his active practice as our colleague has now ended. We will all miss working with Kin on a daily basis, though we will each carry with us myriad skills and insights that we have gained thanks to him.

We are proud to announce that HEK Attorney Leigh Furtado has been selected as a participant in the 2021 Rho II Core Program Class of Leadership Rhode Island.

Posted November 30 2020 | Providence, RI

Leadership RI has been a recognized leader among organizations of its type from the beginning in 1981. At that time, there were only a scattering of community leadership programs across the United States, while today there are hundreds.

HEK is proud to announce that Joshua Caswell has been selected to serve in the Fellows Program instituted by the American Bar Association Section of Real Property, Trust and Estate Law.

Posted July 20 2020 | Providence, RI

This is a two year term that commences immediately and concludes at the 2022 ABA Annual Meeting. The Fellows program received many applications from qualified candidates across the nation and selecting Joshua speaks volumes for his many achievements to date as well as his commitment and leadership skills that will assist him with the responsibilities to carry out this wonderful program.

We hope everyone is staying healthy and safe during the COVID-19 pandemic. What strange times we are all living through.

Posted May 12 2020 | Providence, RI

First and foremost, while we always recommend that clients review their estate planning documents and beneficiary designations on a regular basis, it is now more important than ever to ensure that your current plan, including the designation of agents in powers of attorney and health care directives, reflects your wishes.

To Our Clients and Friends:

Posted March 13 2020 | Providence, RI

Like you, we have been closely monitoring the situation regarding Coronavirus Disease 2019 (Covid-19). Of paramount importance is the health and safety of you, visitors to our office, as well as the health and safety of our attorneys, paralegals and staff.

At this time, our office is open and operating during normal business hours and our building and neighboring parking facilities remain in operation. We have implemented policies to minimize contact and exposure for visitors to our office. Bearing in mind, however, the limitations inherent in having offices accessed by elevators, within a large office building, we are happy to reschedule any in-person meetings to a later date or conduct such meetings by phone or video conference. In addition, if you have draft documents from us, we stand ready to finalize those documents, and we can arrange for signing, whether at the office or sent to you with instructions.

The Secure Act Significantly Changes Retirement Plan Distribution Rules

Posted February 06 2020 | Providence, RI

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The Act, which became effective on January 1, 2020, represents the most sweeping set of changes to retirement savings law in more than a decade. It is important to consider how the new rules may affect your retirement planning and your estate planning.

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Claire N. Carrabba joins HEK as our newest Estate Planning attorney

Posted December 11 2019 | Providence, RI

We are so pleased to welcome Claire and we look forward to the many contributions Claire will bring to the Firm's practice. Claire was most recently an attorney with Hinckley Allen & Snyder in Providence, RI.

HEK Firm Administrator, Donna Longo-Kumes, was recently featured on The Rhode Show

Posted August 06 2019 | Providence, RI

Donna was there to promote Project Undercover's 5th Annual Taste of Summer event being held on August 15th at the Rhode Island Country Club. Donna has been on the Board of Project Undercover for over three years. For more information about the event or Project Undercover, please visit projectundercover.org.

Following is a video clip of the segment:

https://www.wpri.com/rhode-show/happening-here/project-undercover-holds-annual-fundraising-event/

HEK Attorney Joshua Caswell was one of the featured speakers at the 31st Annual RPTE National CLE Conference in Boston, May 9-10, 2019.

Posted March 29 2019 | Providence, RI

Josh was part of a panel discussion on the topic, “Maximizing Return – Tax Benefits and Planning Opportunities”. 

HEK Attorneys Joshua Caswell and Leigh Furtado presented a CLE program at the RI Bar Association on Tuesday, March 12, 2019.

Posted March 28 2019 | Providence, RI

The seminar, entitled, Trust Us:  Key Drafting Considerations and Ideas for Modern Wills and Trusts. 

Renee Evangelista received Distinguished Award

Posted May 29 2018 | Providence, RI

We are pleased to announce that Renee Evangelista was honored by the Rhode Island Foundation at its 2018 Annual Meeting on May 24, 2018.

2017 Tax Reform: Increased Transfer Tax Exemptions and Planning Opportunities.

Posted January 19 2018 | Providence, RI

The Doubling of the Exemptions to the Federal, Estate, Gift, and Generation-Skipping Transfer Taxes Creates Both Planning Opportunities and the Need to Revisit Your Estate Plan 

On October 14th, Kin Howland, and other ACTEC Fellows embarked on a fundraising cycling trip in support of the ACTEC Foundation.

Posted October 02 2017 | Providence, RI

This year’s cycling adventure departed the Natchez, Mississippi area on Saturday, October 14 and covered 400 miles in six days of riding along the nation’s longest dedicated bike path.

Howland Evangelista Kohlenberg LLP was selected as one of the 2017 Best Places to Work in the small business category (15 - 49 employees)

Posted June 12 2017 | Providence, RI

This honor was earned based upon surveys from our employees. Sixty Rhode Island companies were selected from four categories based on size of company.

Posted January 13 2017 | Providence, RI

We are so pleased to welcome Emma and we look forward to the many contributions she will bring to the Firm’s estate planning practice. Emma was most recently an attorney with Hemenway & Barnes LLP in Boston, MA.

Congratulations to HEK paralegal, Donna Pheland, who was recently appointed a member of the Notary Public Modernization Stakeholder Group by Nellie Gorbea, Secretary of State

Posted December 07 2016 | Providence, RI

"The Notary Public Modernization Stakeholder Group was formed to discuss modernizing Rhode Island's notary public laws in light of the Uniform Law Commission's Revised Uniform Law on Notarial Acts (RULONA) to reflect current marketplace changes such as electronic notarization; the qualification and education of notaries, and to strengthen the fundamental requirements of notaries."

Proposed Treasury Regulations Aim To Eliminate Valuation Discounts In Connection With Transfers Of Interests In Family-Controlled Entities

Posted September 26 2016 | Providence, RI

Last month, the Treasury Department and the IRS issued Proposed Regulations under Section 2704 of the Internal Revenue Code that are aimed at substantially restricting or eliminating valuation discounts in connection with intra-family transfers of interests in family-controlled entitles (corporations, partnerships, limited liability companies and other business entities).

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

Posted July 29 2016 | Providence, RI

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.

Posted July 01 2016 | Providence, RI

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.

Howland Evangelista Kohlenberg LLP Congratulates its Partners on being selected to the 2015 New England Super Lawyers.

Posted November 09 2015 | Providence, RI

HEK LLP is pleased to announce that all four of its partners have been named 2015 Super Lawyers.

Renee A.R. Evangelista Is Recognized As One of New England's Top 50 Women in Law for the Second Year in a Row

Posted November 06 2015 | Providence, RI

Providence Trusts & Estates boutique Howland Evangelista Kohlenberg LLP proudly announces that Renee Evangelista has been recognized as one of...

Howland Evangelista Kohlenberg LLP Congratulates our attorneys and the Firm on being recognized by Best Lawyers in America.

Posted November 05 2015 | Providence, RI

HEK LLP is pleased to announce that three of its partners have been recognized by their peers for inclusion in...

HEK Welcomes New Associates, Leigh E. Furtado and Joshua G. Simon, to its Trusts and Estates Boutique Law Firm

Posted November 04 2015 | Providence, RI

Providence Trusts & Estates boutique Howland Evangelista Kohlenberg LLP is pleased to announce that Leigh E. Furtado and Joshua G.

Attorney Colin Sherer participates on a panel discussion

Posted October 23 2015 | Providence, RI

Attorney Colin Sherer recently participated on a panel discussion with representatives from Atlantic Trust and Charles Schwab on the Essentials of Estate Planning.

Renee Evangelista recently served as co-chair of Discover the Difference along with Stephania Mardo

Posted June 08 2015 | Providence, RI

This annual fundraiser supports programs and scholarships for children with complex learning differences at The Wolf School in East Providence, RI and was a huge success!

Congratulations to our Colleague and Partner, Renee Evangelista, who was the recipient of Providence Business News’ 2015 Industry Leader Award in Professional Services.

Posted May 21 2015 | Providence, RI

Renee was honored for her achievements along with twelve other women who have been named either Industry...

Long-time colleague, Dana Pickard, joins HEK.

Posted March 30 2015 | Providence, RI

A long time colleague, partner and friend, Dana Pickard, has joined HEK from Locke Lord Edwards LLP.   “Dana was integral...

HEK Welcomes New Associate, Joshua R. Caswell, to its Trusts and Estates Boutique Law Firm

Posted October 29 2014 | Providence, RI

Providence Trusts & Estates boutique Howland Evangelista Kohlenberg LLP is pleased to announce that Joshua R. Caswell has joined the Firm.

3 HEK Attorneys Named “Best Lawyers In America” 2015 Edition

Posted September 05 2014 | Providence, RI

Providence Trusts & Estates boutique Howland Evangelista Kohlenberg LLP announces that 3 partners have been recognized by their peers for...