Rick Sanders is quoted in an October 10 "Biz Brain" column in The Star-Ledger, which addresses the best way to leave money to grandchildren. When considering leaving money through a will or establishing CDs, he says the latter could be problematic: "In the event that a grandchild predeceased you, if the CD were owned by the grandchild, its disposition would then be controlled by the grandchild's will -- if he or she is an adult who has a will -- or by the intestacy laws of the State of New Jersey if the grandchild had no will or was a minor." Rick continues, "You would thus lose control over the ultimate disposition of the funds if there was an unlikely order of deaths."
The full column can be found here.
On November 13, Carl Merino co-presented on "Acquiring U.S. or UK Real Estate" at the U.S./UK Tax and Estate Planning Conference, sponsored by Frank Hirth and held in London, UK.
On November 9, Peter M. Shapland, chair of Day Pitney’s Trust Services and Fiduciary Compliance practice group and chair of the firm’s Trust Oversight Committee, served as a panelist at the Massachusetts Bar Association’s Sixth Annual Probate Law Conference held in Norwood, MA.
On October 24, Aaron Kriss will be speaking on a panel, entitled "Onboarding a New International Client," at the 13th Annual Delaware Trust Conference, presented by the Delaware Bankers Association and the Delaware Financial Education Alliance.
On October 17, Day Pitney LLP's Individual Clients Department and Family Office Practice hosted "Investing in Art," a private, invitation-only program in the firm's ongoing Family Office Investing Series, held at the Downtown Harvard Club of Boston.
On October 11, partner Angela Titus McEwan will be speaking at "Smart Women, Savvy Planning," a program presented by UBS Private Wealth Management and held at UBS in Florham Park, NJ.
Darren Wallace was quoted in an article, "Paul Allen's $26 Billion Estate Will Take Years to Unravel," published by Bloomberg.
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.
Partner Leigh A. Newman has been selected by the Jewish Federation of Greater Hartford to receive the Jewish Federations of North America's 2019 Kipnis-Wilson/Friedland Award.
Day Pitney Press Release
Day Pitney Press Release