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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
"Welcome to Miami, Bienvenidos a Miami!" Step Miami Summit

On May 13, Day Pitney International Trusts and Estates Partner Sarah B. Jacobson spoke on the panel, "Welcome to Miami, Bienvenidos a Miami!: Pre-Immigration Planning When Moving to the Magic City," at the STEP Miami Annual Summit.

May 13, 2022
"Welcome to Miami, Bienvenidos a Miami!" hosted by Step Miami Summit
"Guardianship & Alternatives," The Arc of the South Shore

Special Needs Planning Partner Meredith Greene will hold a webinar for The Arc of the South Shore on "Guardianship & Alternatives," on May 4.

May 4, 2022
"Guardianship & Alternatives," hosted by The Arc of the South Shore
"Guardians and the Other Alternatives," The Arc of Bristol County

On April 28, Special Needs Planning Partner Meredith H. Greene will hold a webinar, "Guardians and the Other Alternatives," with The Arc of Bristol County.

April 28, 2022
"Guardians and the Other Alternatives," hosted by The Arc of Bristol County
"Transition Boot Camp & Beyond: Guardianship & Alternatives," The Arc of Greater Haverhill-Newburyport

Special Needs Planning Partner Meredith Greene will hold a webinar for The Arc of Greater Haverhill-Newburyport on "Transition Boot Camp & Beyond: Guardianship & Alternatives," on April 14.

April 14, 2022
"Transition Boot Camp & Beyond: Guardianship & Alternatives," hosted by The Arc of Greater Haverhill-Newburyport
"Special Needs Planning Workshop," Hopkinton SEPAC

On March 15, Special Needs Planning Partner Meredith Greene will be presenting a virtual "Special Needs Planning Workshop" for the Hopkinton Special Education Parent Advisory Council (SEPAC).

March 15, 2022
"Special Needs Planning Workshop," hosted by Hopkinton SEPAC
Jay Mussman Presented with 2021 Tax Advocate Award by the Legal Aid Society of Palm Beach County
May 7, 2022

Day Pitney Press Release

Leigh Furtado Elected to the Fellows of the American Bar Foundation
April 11, 2022

Trusts and Estates Attorney Leigh E. Furtado has been elected a Fellow of the American Bar Foundation (ABF).

Jay Mussman Commended for Pro Bono Work by Legal Aid Society of Palm Beach County
March 9, 2022

Florida-based Counsel Jay D. Mussman received special commendations from the Legal Aid Society of Palm Beach County, the Florida Supreme Court and the Florida Pro Bono Coordinators Association for his pro bono work in the years 2019 and 2020.

On the Move
February 1, 2022

Miami Partners Sarah B. Jacobson and Georgia A. Thompson's promotion to partnership were featured in Florida Bar News' On The Move Column.

2021 Excellence in Writing Awards
January/February 2022 Issue

Providence-based Trusts and Estates attorneys Joshua Caswell and Leigh E. Furtado's article "NFTs for Estate Planners: Not Just a Token Concern," won "Best Cutting-Edge Article" in the ABA's Probate & Property Magazine's 2021 Excellence in Writing Awards.
Related Professionals
Warren Whitaker
G. Warren Whitaker
New York, NY
T: (212) 297 2468
Macauley, Leiha
Leiha Macauley
Boston, MA
T: (617) 345 4602
Darren Wallace
Darren M. Wallace
Stamford, CT
Greenwich, CT
T: (203) 862 7874
New Jersey Hartford Stamford Greenwich New Haven West Hartford Boston
New York Washington, DC Providence Boca Raton Miami West Palm Beach

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