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 2018 Private Asset Management Awards. This past year, the Firm ranked as "Highly Commended" in the "Best Law Firm—Client Service" category and was also shortlisted in the "Best Trusts and Estates Division" category for the 2017 Private Asset Management Awards. The awards recognize the top investment professionals, wealth advisers, legal firms, consultants and other key service providers in the private asset management space who have proven themselves over the course of the last year. The finalists will be announced at a ceremony in NYC on February 8, 2018. More information about the awards can be found here.
In addition to being shortlisted for the Private Asset Management Awards, Day Pitney has also 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. Day Pitney was the only law firm in 2017 to receive accolades at both the Family Wealth Report Awards and Private Asset Management Awards.
On May 21, Carl Merino presented on "Investment in U.S. Real Estate by Nonresident Aliens (NRAs)" at International Estate & Tax Planning 2018, a program sponsored by the Practising Law Institute and held in New York, NY.
Warren Whitaker and Matthew Woodbury co-authored an article, "French Tax Laws Affecting U.S. Citizens And Trusts," published in the May issue of Trusts & Estates magazine.
On May 8, Barbara Freedman Wand spoke on "Cross Cutting Perspectives on Philanthropy," a program presented by the Boston Estate Planning Council and held in Boston, Massachusetts.
On May 5, Von Sanborn and Darren Wallace will be speaking on a panel, “The Art of Planning for the Collector: A Guide to Estate Planning Considerations for Art Collectors,” at the 2018 New York State Bar Association (NYSBA) Trusts and Estates Law Section Spring Meeting in Sea Island, GA.
Warren Whitaker will be a featured speaker on “Drafting Foreign Trusts with U.S. Beneficiaries” at the STEP International Tax and Estate Planning Forum: Around the Globe in 2018, being presented by STEP Los Angeles and held in Laguna Beach, CA, on May 3 and 4.
R. Scott Beach, chair of Day Pitney’s Corporate and Business Law Department and head of its Family Office Practice, was quoted in an article, “Carlyle’s David Rubenstein Builds Family Office With Outside Ambitions,” published by Bloomberg News.
Von Sanborn and David Silvian were quoted in an article, "You, Taxes and 2018: What to Expect from the Tax Bill," published in Private Asset Management magazine (PAM).
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.
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