Scott Beach and Greg Kahn wrote the article, "Family Office Structuring and Operating Pitfalls: Observations From the Field," for Family Office Monthly and Family Wealth Report. The article discusses the requirements for family offices to avail themselves of the exclusion from registration with the SEC as an investment adviser under the Investment Advisers Act and certain structuring and operating mistakes that can potentially result in the loss of such exclusion for family offices.
On January 15, Warren Whitaker spoke on estate planning for tangible personal property at the annual Heckerling Estate and Tax Planning Conference in Orlando, FL.
On December 3, Michael Wargon will discuss estate planning for young families at "A Millennial's Guide to Life and Money," a series presented by The Harbor Financial Group at Morgan Stanley and held in Delray Beach, FL.
On November 19, Michael Wargon gave a presentation, entitled "A Domicile and Residency Analysis of the Trump Move to Florida," at the Greater Boca Raton Estate Planning Council, held at the Woodfield Country Club in Boca Raton, FL.
On November 14, Dina Kapur Sanna will be speaking on two panels at International Trust and Estate Planning 2019, a program and live video webcast presented by American Law Institute Continuing Legal Education (ALI CLE) and held in Washington, D.C.
Day Pitney LLP, together with PDB FutureCom International, hosted an invitation-only Healthtech Investor Forum for family offices and high net worth individuals interested in healthtech investing at the Boca Beach Club in Boca Raton, FL.
Firm Continues Growth Strategy in Florida
Day Pitney Press Release
Day Pitney's Family Office and Trusts and Estates practices have been shortlisted in the "Best Law Firm – Estates and Trusts" category for the 2020 Private Asset Management (PAM) Awards.
Day Pitney's Family Office and Trusts and Estates practices have been named as finalists in the "Legal Team of the Year" and "Wealth Planning" private client categories for the Family Wealth Report Awards 2020.
Manuel Garcia-Linares is quoted in an article, "Start Early, Keep it Local, and Keep it Customized: Wealth Management in the Gables," published in the October 2019 issue of Coral Gables Magazine.