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. The awards recognize top investment professionals, wealth advisers, legal firms, consultants and other key service providers in the private asset management and their accomplishments over the past year. The finalists will be announced at a ceremony in New York City on February 7, 2019.
In addition to being shortlisted for the Private Asset Management Awards, Day Pitney has also been shortlisted in the "Legal Team of the Year" 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.
More information about the Private Asset Management Awards can be found here.
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
Warren Whitaker and Edda Santiago spoke at a joint meeting of the New York Center for Financial Studies and the New York City Chapter of the Society of Financial Services Professionals on the topic of "International Estate Planning."
On November 13, Carl Merino co-presented on "Acquiring U.S. or UK Real Estate" at the U.S./UK Tax and Estate Planning Conference, sponsored by Frank Hirth and held in London, UK.
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
Darren Wallace was quoted in an article, "Paul Allen's $26 Billion Estate Will Take Years to Unravel," published by Bloomberg.
On November 5, Peter Bilfield and Aaron Kriss will be participating in a panel, entitled "Qualified Opportunity Zones: What Every Investor Needs to Know Before Investing," at the 2018 Family Office Association NYC Summit, which is held exclusively for families and single family offices.