Private Clients Legal & Tax Planning Answer Book 2016

Publisher: PLI

April 1, 2016

Day Pitney Author(s) G. Warren Whitaker Leiha Macauley Darren M. Wallace

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.

Recommended

Nuts and Bolts of Domesticating Foreign Trust Structures

On March 14, Dina Kapur Sanna spoke on a panel, "Nuts and Bolts of Domesticating Foreign Trust Structures," at the 15th Annual International Estate Planning Institute, hosted by the New York State Bar Association and chaired by Warren Whitaker.

March 14, 2019

15th Annual International Estate Planning Institute, New York State Bar Association, New York, NY

Yeshivat Chovevei Torah Disabilities Seminar

On March 14, Emily Belfer will be speaking at the Yeshivat Chovevei Torah (YCT) Disabilities Seminar.

March 14, 2019

Bronx, New York

Family Office Megatrends

On March 8, Scott Beach will participate in a panel presentation entitled "Family Office Megatrends" at the 2019 Family Office Association (FOA) National Summit in Palm Beach, FL.

March 8, 2019

2019 Family Office Association (FOA) National Summit, Palm Beach, FL

Family Office Association's Miami Retreat

At the Family Office Association's Miami Retreat on January 29, Scott Beach moderated a session with Brian Batson, a partner with Krupin Partners, a firm based in Beverly Hills that specializes in insurance solutions for high-net-worth individuals and family office principals/executives.

January 29, 2019

Family Office Association, Miami, FL

Lose the Fear of the Foreign – Practical Planning Strategies

On January 16, Dina Kapur Sanna will be speaking on a panel, "Lose the Fear of the Foreign – Practical Planning Strategies," at the 53rd Annual Heckerling Institute.

January 16, 2019

Heckerling Institute on Estate Planning, University of Miami School of Law, Orlando, FL

Day Pitney Named "Highly Commended" Best Private Client Law Firm at 2019 Private Asset Management Awards

February 11, 2019

Day Pitney Press Release

Day Pitney Shortlisted for Two 2019 Private Asset Management Awards

December 10, 2018

Day Pitney's Family Office and Trusts and Estates practices have been shortlisted in two categories, "Best Private Client Law Firm" and "Best Trusts and Estates Division," for the 2019 Private Asset Management Awards.

Day Pitney Shortlisted for Family Wealth Report "Legal Team of the Year" Award

November 27, 2018

Day Pitney's Family Office and Trusts and Estates practices have been shortlisted in the "Legal Team of the Year" private client category for the 2019 Family Wealth Report Awards.

Paul Allen's $26 Billion Estate Will Take Years to Unravel

October 18, 2018

Darren Wallace was quoted in an article, "Paul Allen's $26 Billion Estate Will Take Years to Unravel," published by Bloomberg.

Day Pitney and the Association of Corporate Counsel Co-Present "The Power of Women with Wealth" Program

October 3, 2018

On October 3, Day Pitney LLP and the Association of Corporate Counsel (ACC), Northeast Chapter – Women's Initiative co-presented a program, "The Power of Women with Wealth," held at Day Pitney's Boston office.