Course Detail

Actions to Take When Your Client Becomes Terminally Ill


Rhode Island Society of CPAs


Hope Hospice and Palliative Care Rhode Island

Offers Estate Planners, CPAs and Financial professionals

To attend a round table discussion on

Actions to take when your client becomes terminally ill.



Karen DelPonte , State Attorney

Cameron & Mittleman, LLP Providence, RI

Jason Marshall, State Attorney

Marshall Law Associates, Warwick, RI

Richard G. Carriere, CFP®, CAP®

Senior Vice President

Financial Planning Specialist

Financial Advisor

Morgan Stanley Providence, RI

Lori Carlino, CPA® 

Lori Carlino and Associates.

Brian Berger, LICSW, ACHP-SW

Vice President of Access and Community Engagement


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