Day Pitney's Family Office and Trusts and Estates practices have been shortlisted in two categories, "Legal Team of the Year" and "Family Wealth Counseling," for the 2018 Family Wealth Report Awards. This is the third consecutive year that Day Pitney has been shortlisted for "Legal Team of the Year" and the firm won the award in 2017. With this award, Day Pitney became the only law firm in 2017 to receive accolades at both the Family Wealth Report Awards and Private Asset Management Awards, where the firm was recognized as "Highly Commended" in the "Best Law Firm—Client Service" category and shortlisted in the "Best Trusts and Estates Division" category.The Family Wealth Report Awards recognize companies, teams and individuals in the global private banking, wealth management and trusted advisor communities that judges deemed to have "demonstrated innovation and excellence during 2017." The finalists will be announced at a ceremony on March 8, 2018. More information about the awards can be found here.
Warren Whitaker will be serving as chair of the 15th Annual International Estate Planning Institute, hosted by the New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA).
On January 16, Carl Merino and Warren Whitaker participated in "Estate Planning Across Borders: A Guide for the Perplexed," a program at the annual meeting of the New York State Bar Association presented by the Trusts and Estates Law Section.
Warren Whitaker and Edda Santiago presented a webinar, entitled "A Guide to International Estate Planning for U.S. Citizens, Residents, Trusts and Assets," produced by Lawline.
Barbara Freedman Wand spoke at a program, "The Philanthropy Talk: How Do I Do It...and Why Do I Have To?," presented by The Boston Foundation in partnership with The Philanthropic Initiative, Massachusetts Society of CPAs, and the Boston Estate Planning Council.
Day Pitney Advisory
International tax partner Von Sanborn was quoted in an article, "Six Family Offices Themes Likely to Set the Agenda in 2019," published by Fund Intelligence.
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.
Day Pitney Press Release
Day Pitney Press Release