Richard J. Petrucci Jr.

Rick practices in the areas of estate planning, probate, trust and estate administration, tax planning, business succession planning, charitable giving planning, asset protection planning, elder law and special needs planning. He provides his clients with the guidance and solutions that best fit their goals and objectives, and he helps them preserve and transfer their assets in the most tax-efficient manner. Notable Experience Designed sophisticated tax-advantaged estate plans for high-net-worth clients and coordinated implementation of plans with teams of professional advisors Spearheaded the drafting and successful passage of legislation to amend the Rhode Island General Laws in the areas of estate planning and taxation Authored and published various articles on advanced estate and tax planning strategies Provided professional education to attorneys, CPAs and Financial Advisors, and delivered presentations to the general public on various estate and tax planning topics More About Rick Rick has three children and lives in Cranston, RI with his two dogs Rick’s hobbies include hiking, bowling and billiards Rick is a music enthusiast and a musician. He plays the violin (classical music) and the guitar (rock & roll) Professional Designations Admitted to the Rhode Island Bar, 1991 Admitted to the Massachusetts Bar, 1993 CERTIFIED PUBLIC ACCOUNTANT, 1996 CERTIFIED FINANCIAL PLANNER™, 1997

• Attorney

• Rhode Island, 1991
• Massachusetts, 1993
• U.S. District Court District of Rhode Island, 1992
• U.S. District Court District of Massachusetts, 1993
• U.S. Tax Court, 1993
• Specialties and Certifications
• Certified Financial Planner
• Certified Public Accountant

• Rhode Island Bar Association, Probate & Trust Committee (Member & past co-chairperson)
• Estate Planning Council of Rhode Island (Member)
• Financial Planning Association, Rhode Island Chapter (Member and past chairperson)
• American Institute of Certified Public Accountants (Member)
• Rhode Island Society of Certified Public Accountants, (Member)