PLI has published "Private Clients Legal & Tax Planning Answer Book 2016", authored by Warren Whitaker, Leiha Macauley, Darren Wallace and DP alumna Natalia Murphy. The book provides practical guidance on estate planning for individuals, and addresses complex client questions related to the benefit and protection of the client's assets, dispositions to current and future family members, the uses of trusts and other vehicles, and current and future charitable donations.
Carl Merino co-authored an article, "Tax Planning for Foreign Couples Buying U.S. Homes: Direct Ownership" for Bloomberg BNA’s Daily Tax Report and Daily Report for Executives.
On November 3, Warren Whitaker gave a presentation about international estate planning for domestic estate practitioners at an Institute held by the Florida Fellows Institute of the American College of Trust and Estate Counsel.
On October 27, Dina Kapur Sanna will be speaking at the American Law Institute CLE International Trusts and Estate Planning 2016 in Washington D.C.
On October 26, Paul Marino, Angela Titus McEwan, Warren Whitaker and Jay Kauffman will be speaking at Day Pitney's Third Annual Trustee Roundtable at The Yale Club of New York City.
On October 25, Susan Ylitalo will speak at The Fairfield County Bar Association's Probate & Estates Committee Luncheon Program, "Advanced Gifting Techniques." The program will outline the drafting, administration and tax reporting strategies relevant to advanced gifting techniques.
Barbara Freedman Wand was quoted in the article "Banks Explore Multiple Avenues For Community Investment," in The Commercial Record.
Stephen Ziobrowski was quoted in an article, "How Bermudians can be exposed to US taxes," in The Royal Gazette. The article is a recap of an International Tax and Planning Seminar at an AFL Investment sponsored event held in May 2016, in which Ziobrowski participated.
Angela Titus McEwan was mentioned in an article, "Southern Firms Seek New Horizons, Plus More Lateral Moves," in American Lawyer. She recently joined the firm's Trusts and Estates practice in the New Jersey office.
Ed Krzanowski was quoted in an article, "IRS Estate-Transfer Proposal Meets Rare Repeal Bill," in Law360.
Angela Titus McEwan was mentioned in an article, "MBBA President Paula Edgar’s Life And Lawyerly Advice For Law Students And Young Attorneys," in Above The Law.