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. This is the fourth consecutive year that Day Pitney has been shortlisted for "Legal Team of the Year" and the firm won the award in 2017.
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 2018." The award recipients will be announced at a ceremony on March 20, 2019, in New York City. More information about the awards can be found here.
Day Pitney provides the full suite of legal services to families of wealth, including their family offices and principals, executives and family members, in a wide variety of complex matters. The firm has advised family-owned and family-controlled businesses for over 100 years.
On December 3, Michael Wargon will discuss estate planning for young families at "A Millennial's Guide to Life and Money," a series presented by The Harbor Financial Group at Morgan Stanley and held in Delray Beach, FL.
On November 19, Michael Wargon gave a presentation, entitled "A Domicile and Residency Analysis of the Trump Move to Florida," at the Greater Boca Raton Estate Planning Council, held at the Woodfield Country Club in Boca Raton, FL.
On November 14, Dina Kapur Sanna will be speaking on two panels at International Trust and Estate Planning 2019, a program and live video webcast presented by American Law Institute Continuing Legal Education (ALI CLE) and held in Washington, D.C.
Day Pitney LLP, together with PDB FutureCom International, hosted an invitation-only Healthtech Investor Forum for family offices and high net worth individuals interested in healthtech investing at the Boca Beach Club in Boca Raton, FL.
Carl Merino, Dina Kapur Sanna and Seth Mersky co-authored an article, Attribution After the TCJA: A Downward Spiral of Unintended Consequences, published by Trusts and Estates.
Day Pitney's Family Office and Trusts and Estates practices have been named as finalists in the "Legal Team of the Year" and "Wealth Planning" private client categories for the Family Wealth Report Awards 2020.
Manuel Garcia-Linares is quoted in an article, "Start Early, Keep it Local, and Keep it Customized: Wealth Management in the Gables," published in the October 2019 issue of Coral Gables Magazine.
Warren Whitaker is noted in a September 19 special section of The New York Times, "How Do You Fix … All of It?" The special section focuses on findings from the inaugural New York Times DealBook DC Strategy Forum, at which Whitaker participated in a task force discussion on the best way to tax the wealthy in the U.S.
Day Pitney Press Release
Day Pitney LLP and Boca Raton associate A. Michael Wargon are featured in a profile, "Deep Roots. More Talent.," published in the September 2019 issue of The Boca Raton Observer magazine.