Day Pitney LLP was named "Highly Commended" in the Best Private Client Law Firm category by Private Asset Management (PAM) at its 2019 Awards ceremony, which was held in New York City on February 7th. The firm was also a finalist in the Best Trusts and Estates Division category. This marked the third year in a row that Day Pitney's Family Office and ICD practices have been selected as finalists in multiple categories for the annual PAM Awards. In 2017, the firm was named "Highly Commended" in the Best Law Firm--Client Service category.
"For over two decades, the Private Asset Management Awards have recognized the best of the private wealth management industry," according to PAM. "The Awards are designed for top investment professionals, wealth advisors, legal firms, consultants and other key service providers operating within the private asset management industry, to showcase the incredible achievements they have accomplished."
For more information about the Awards, click here.
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.