Boston, Mass., April 20, 2016 - Day Pitney LLP is pleased to announce that Individual Clients Department partner Barbara Freedman Wand has been selected as the recipient of the 2016 Boston Estate Planning Council Excellence Award. The Boston Estate Planning Council (BEPC) is a multi-disciplinary community of over 700 estate and wealth planning professionals. The award recognizes Freedman Wand’s significant contributions to the estate planning profession, and is the highest honor that BEPC can bestow upon a member of the estate planning community. The award will be presented at the BEPC Annual Gala on May 26, 2016 at the Fairmont Copley Plaza in Boston.
"I am honored to receive this award from my peers and proud to have been recognized for my professional accomplishments and service to the community," said Freedman Wand.
Freedman Wand advises clients on sophisticated estate planning and the development and implementation of philanthropic goals. She also counsels private foundations and public charities on governance, compliance and planned giving programs. She is certified as an Accredited Estate Planner (AEP) by the National Association of Estate Planners & Councils, and she is a Fellow of the American College of Trust and Estate Counsel.
Freedman Wand is a sought-after speaker, mentor, well-regarded author and she has served in numerous professional leadership positions. Freedman Wand also has substantial involvement in community betterment and philanthropic organizations. She is Chair of the Professional Advisors Committee at The Boston Foundation, which counsels the Foundation as it establishes, develops and maintains strong working relationships with the members of Greater Boston’s advisor community. Recently, she was elected to the seven-member Executive Board of Day Pitney.
Freedman Wand has been very active in the larger legal community, with a particular interest in fostering attorney development. She served as a member of the Massachusetts Women’s Bar Association's Employment Issues Committee, which issued a significant report, "More Than Part-Time: The Effects of Reduced Hours Arrangements on the Retention, Recruitment and Success of Women Attorneys in Law Firms." This report garnered national and international attention and has been used as a guide for improving attorney advancement.
Freedman Wand has also been selected as a Top Woman of Law by the Massachusetts Lawyers Weekly for her accomplishments in the legal field as a pioneer, trailblazer and role model.
On June 10, Brad Gallant will be presenting on "Conservatorship Litigation – A Discussion of Strategic, Legal and Ethical Issues," at the 2019 Connecticut Legal Conference, presented by the Connecticut Bar Association (CBA) and held at the Connecticut Convention Center in Hartford, CT.
Dan Gottfried spoke on a panel, "The Qualified Business Income Deduction for Real Estate Investors and Professionals," at the 31st Annual Real Property, Trust and Estate (RPTE) National CLE Conference, presented by the American Bar Association and held in Boston, MA.
Carl Merino spoke on a panel, "Non-Residents Acquiring Real Estate: Compare & Contrast Between the U.S. & UK," at the U.S.-UK Tax Planning conference, presented by KNect365 and held in New York, NY.
Alexis Gettier Speaks at "Planning for the Art Collector," a CLE hosted by the Connecticut Bar Association on May 1 in New Britain, CT.
Carl Merino authored an international practice feature article, "U.S. Owners of Foreign Corporations Face New Hurdles," published in the April 2019 issue of Trusts & Estates magazine.
Tina Albright and Rebecca Tunney were quoted in an article, "USA Update: Engaging Women in Wealth Management," published by Citywealth.
Day Pitney attorneys Tina Albright and Rebecca Tunney have been shortlisted for "Best Female Advisors & Managers in the USA" for New York and Boston, respectively, as part of the U.S. Powerwomen Awards by Citywealth.
Day Pitney Press Release
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'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.