Rebecca advises clients on their personal estate needs by creating comprehensive estate plans often across multiple generations. Rebecca considers many issues when assisting her clients including gift, income and estate taxes as well as long-term care and Medicaid or asset protection planning. She also works with individuals, families and institutional clients in matters of trust and probate administration, and litigation matters. Rebecca focuses on providing peace of mind to her clients, often as they deal with difficult family matters.
Rebecca has also worked for several large charities, including the Rhode Island Foundation, and has particular expertise in helping clients make charitable gifts with complex assets as well as establishing long-term charitable legacy plans and structures. She has advised donors and clients on establishing giving structures such as Private Foundations, Supporting Organizations, Charitable LLCs and Donor Advised Funds.
Rebecca takes pride in building relationships with her clients and other community constituents as part of her practice.
Prior to joining Orson & Brusini, Rebecca was the Vice-President of the Silicon Valley Community Foundation where she led a team that raised nearly $2 billion annually. She also worked at the Rhode Island Foundation and was the Director of Gift Planning for Georgetown University. Rebecca had a solo practice and was an associate at Pannone, Lopes, Devereaux & O’Gara and Moses & Ryan, where she practiced in estate planning, administration and fiduciary litigation.
Rebecca is a national speaker on topics focused on charitable planning and legacy giving. Notably:
National Academy of Elder Law Attorneys
Nowell Leadership Academy – (Board Member)
Women’s Center of Rhode Island – (Former Secretary and Board Member)
Met School – (Former Mentor)
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