Boston associate Rebecca Tunney has been selected as a finalist for the Young Practitioner of the Year Award as part of the 13th Annual STEP Private Client Awards. The awards, which are open globally to both STEP members and non-members, recognize excellence among private client solicitors, lawyers, accountants, barristers, bankers, trust managers and financial advisors. Nominations were assessed by an independent panel of judges comprised of practitioners in the wealth management arena. The winners will be announced at a black tie awards gala in London, UK, on November 7.
STEP is the worldwide professional association for those advising families across generations. It has 20,000 members across 95 countries from a range of professions, including lawyers and accountants. Earlier this year, Tunney was elected to serve as a branch officer, in the role as Treasurer, of the Boston chapter of STEP.
More information on the Awards, including a complete list of finalists, can be viewed 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 23, Susan Ylitalo will be a guest speaker on the topic of "Estate Planning for the Business Owner" before the Estate Planning Council of Lower Fairfield County.
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.
On January 16, Dina Kapur Sanna will be speaking on a panel, "Lose the Fear of the Foreign – Practical Planning Strategies," at the 53rd Annual Heckerling Institute.
Partners Warren Whitaker and Dina Kapur Sanna co-authored a 2019 update to the white paper, entitled "U.S. Tax Planning for Non-U.S. Persons, Assets and Trusts - An Introductory Outline."
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.
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.