News & Events

Pannone Lopes Devereaux & O’Gara Promotes Two Attorneys to Senior Counsel

Rhode Island – June 24, 2024 – Pannone Lopes Devereaux & O’Gara LLC (PLDO) Managing Principals Matthew (Matty) A. Lopes Jr. and William E. O’Gara today announced that Katherine B. Dunn and Peter S. Strobis were promoted to Senior Counsel. “Our firm is dedicated to a culture of excellence and professional growth. Katie and Peter are talented attorneys who consistently deliver topnotch legal counsel and service to our clients,” said PLDO’s Managing Principals. “We truly value their contributions, congratulate them on these well-deserved promotions and look forward to their continued success.” Katherine B. Dunn is a member of the firm’s Litigation and Estate and Trust Planning, Administration and Litigation teams. Attorney Dunn’s...

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PLDO Partner Regina M. Costa Sworn Into United States Supreme Court Bar

Johnston, RI – June 18, 2024 – Pannone Lopes Devereaux & O’Gara LLC (PLDO) is proud to announce that Regina M. Costa, Partner, was admitted to the United States Supreme Court Bar.  Attorney Costa and fellow New England Law | Boston alumni were sworn in during a special ceremony in Washington, D.C. “To be able to practice law in the nation’s highest court is a tremendous accomplishment and to be recognized and sworn in by the U.S. Supreme Court Justices is one of the greatest honors of my career,” said Attorney Costa. Attorney Costa concentrates her practice as a member of the firm’s Special Mastership in Prison Monitoring for the U.S. District Court, Eastern District of California, in the matter of Coleman v. Newsom, overseeing prison...

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PLDO Attorneys to Present at The Rhode Island Bar Association Annual Meeting

Rhode Island – June 12, 2024 – The Rhode Island Bar Association has invited several Pannone Lopes Devereaux & O’Gara LLC (PLDO) Attorneys to present at its Annual Meeting on Thursday, June 13 and Friday, June 14, 2024 at the Rhode Island Convention Center. PLDO’s prominent Trust & Estate Attorneys Bernard A. Jackvony, Rebecca M. Murphy and David P. Craven are conducting a workshop, entitled “Probate Litigation,” on Friday from 9:00am to 10:15am. As divorce, remarriage, second families, and other societal influences have caused an increase in the likelihood of litigation of decedents' estates in Rhode Island, PLDO’s Attorneys will discuss the rules of evidence, presumptions, and other unique aspects of probate litigation to guide...

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PLDO Trust & Estate Attorney David P. Craven Presents at National Business Institute’s Online Seminar “Rhode Island Probate Process from Start to Finish”

Rhode Island – June 7, 2024 – Pannone Lopes Devereaux & O’Gara LLC (PLDO) Trust and Estate Attorney David P. Craven was a featured presenter at the National Business Institute’s (NBI) online Continuing Legal Education (CLE) seminar, “Rhode Island Probate Process from Start to Finish,” on June 6, 2024. Attorney Craven presented the first two topics of the full-day online seminar. His first one-hour presentation, “Initial Filing in Probate Court and Estate Timeline,” educated attendees about the small estate administration and the probate court procedure and timetable; formal vs. informal probate administration; opening the estate, including the petition and notice of hearing for probate and administration, required notices and sample...

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PLDO Attorneys Named 2024 Super Lawyers and Rising Stars

Rhode Island – May 14, 2024 – Pannone Lopes Devereaux & O’Gara LLC (PLDO) is pleased to announce that William P. Devereaux, Principal;  Joseph M. DiOrio, Chairman of the firm’s Banking and Creditor’s Rights Practice; and Matthew C. Reeber, Partner, have been named 2024 Rhode Island Super Lawyers. In addition, LaTri-c-ea McClendon-Hunt, Senior Counsel, was named to the 2024 list of Rhode Island Rising Stars. Super Lawyers®, which is part of Thomson Reuters, is a peer review rating service of outstanding lawyers in each state who have attained a high degree of peer recognition and professional achievement in their practices. No more than 5 percent of the lawyers in each state are selected for inclusion in the Super Lawyers list....

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PLDO Trust & Estate Attorneys Present “Current Aspects of Wealth Management and Estate Planning” in Preparation for the Sunset of the Federal Estate Tax Exemption

Boca Raton, FL – May 6, 2024 – Pannone Lopes Devereaux & O’Gara LLC (PLDO)’s prominent estate and trust attorneys, Gene M. Carlino and Leah A. Foertsch, presented a Continuing Legal Education (CLE) webinar, entitled “Current Aspects of Wealth Management and Estate Planning: 2025 Sunset Preparations, Tailored Vehicles, Post-Mortem Planning, and Leveraging Philanthropy,” on Monday, May 6, 2024. This webinar, hosted on myLawCLE.com, offerscomprehensive insights into key aspects of wealth management and estate planning with an emphasis on preparations that can be made now for the December 31, 2025 sunset. Participants gain a nuanced understanding of appropriate wealth management vehicles tailored to different wealth levels, with an...

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PLDO Attorneys Secure $1.1M Victory for Client

Rhode Island Federal Court Rules in Favor of IDC Properties, Inc. in Title Insurance Claim Johnston, RI – April 8, 2024 – Pannone Lopes Devereaux & O’Gara LLC (PLDO) obtained a $1.1. million judgement for its client, IDC Properties, Inc. (“plaintiff,” “IDC” or “client”) in United States District Court for the District of Rhode Island (“Federal Court”) against Chicago Title Insurance Company (“defendant” or “Chicago Title”), in the matter, IDC Properties, Inc. v. Chicago Title Insurance Company, C.A. No. 09-632-JJM-PAS. PLDO’s Litigation Practice group represented IDC at a trial before United States District Court Chief Judge John J. McConnell seeking damages for Chicago Title’s refusal to pay pursuant to a title policy.  On March 29,...

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Governor McKee Nominates PLDO Partner Kas R. DeCarvalho to the Rhode Island District Court Bench

Johnston, RI – April 3, 2024 – Pannone Lopes Devereaux & O’Gara LLC (PLDO) is pleased to announce that Governor Dan McKee today announced his nomination of Kas R. DeCarvalho, Esq., to the Rhode Island District Court. DeCarvalho will fill a vacancy left by Judge Christopher K. Smith, who was appointed to the Rhode Island Superior Court by Governor McKee in February 2023. “Throughout the course of his career, Kas has shown a deep commitment to the law and to our community,” said Governor Dan McKee. “I know that his more than two decades of legal experience and the time he has spent volunteering and giving back to our state will make him a strong addition to the court. I thank the Judicial Nominating Committee for sending us a strong...

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PLDO Partner Brian J. Lamoureux to be a Featured Speaker at Bellrock Insurance’s “Beyond Firewalls” Webinar on April 9, 2024

Rhode Island – April 1, 2024 – Pannone Lopes Devereaux & O’Gara LLC (PLDO) Partner Brian J. Lamoureux, a prominent business litigator, employment and cyber law attorney, will be a featured speaker at “Beyond Firewalls”: Tech Leadership in the Cyber Age - Navigating Risks and Solutions webinar on Tuesday April 9, 2024 9:00-10:00am ET. The webinar, hosted by Bellrock Insurance, will offer executives and business owners across IT, telecom, and electronics manufacturing sectors valuable insights on navigating cyber threats, legal challenges, emerging E&O issues, advanced security solutions, and tailored risk management and insurance considerations for tech-driven industries. Attorney Lamoureux, along with co-speakers Julia Perez,...

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Pannone Lopes Devereaux & O’Gara and Starkweather & Shepley Issue White Paper on the Impact Connelly v. United States Could Have on Closely-Held Businesses

Boca Raton, FL – March 26, 2024 – Pannone Lopes Devereaux & O’Gara LLC (PLDO) and Starkweather & Shepley Insurance Brokerage, Inc. (S&S) today issued a co-authored White Paper on how an impending U.S. Supreme Court decision in Connelly v. United States (“Connelly”) could impact small- to medium-sized businesses that include a component of life insurance in their buy-sell agreements and operating agreements. The key question to be addressed during oral arguments on March 27, 2024, is whether proceeds of a key person insurance policy should count toward a company’s valuation for federal estate tax purposes. Depending on the justices' decision in Connelly, the business and owner’s estate could be exposed to significant tax...

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