COVID-19 & Election Year Wealth Transfer Strategies
On May 8, Amy Lonergan was a panelist on a webinar, "COVID-19 and Election Year Wealth Transfer Strategies," hosted by the Family Wealth Alliance. She discussed the economic shake-ups that we have been hit with since the COVID-19 pandemic. The panel covered adaptive solutions on depressed prices, lower interest rates and an election year for private clients. The webinar also offered strategies for estate and wealth transfer planning, depressed valuations, low interest rates, scenario planning depending upon election results and what should be done now vs. post-election
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Boston Partner Heidi Seely has accepted membership to be included in the 2025 American College of Trust and Estate Counsel (ACTEC) Fellows class, she is one of thirty-two individuals across the country to be offered membership at this level.
Day Pitney Trusts and Estates Partner Tasha Dickinson was featured in the Kiplinger article titled, "How to Navigate Finances as a Blended Family."
Boston partner Hether Cahill will be a faculty member during the upcoming Massachusetts Continuing Legal Education (MCLE) “Taking Depositions Interactive Workshop 2024,” including presenting specifically on the topic “Using Demonstratives,” on October 18.
Day Pitney Trusts and Estates Partner Christine Fletcher authored an article for Forbes.com titled, “Why You Might Not Want to Waive Alimony in Your Prenup.”
Day Pitney Press Release
Dina Kapur Sanna, Carl Merino and Sarah Jacobson co-authored a 2024 update to the white paper, entitled "U.S. Tax Planning for Non-U.S. Persons, Assets and Trusts - An Introductory Outline."
Day Pitney Private Client Partner Tasha Dickinson and Florida Offices Managing Partner Manuel Garcia-Linares were featured in the Daily Business Review article, "In Bid to Meet Surging Trusts and Estates Demand, Florida-Based Law Firms Top Outsiders." The article discusses how wealth continues to glow into Florida, prompting law firms to look at trusts and estates as a growth opportunity.
In September 2024, Day Pitney Trusts and Estates Attorneys Leigh Furtado, Heather Harris, Kaitlyn Sapp and Christopher Voukides graduated from Class II of the American College of Trust and Estate Counsel New England Fellows Institute. The ACTEC New England Fellows Institute is an education and networking program for future leaders in trusts and estates.
Day Pitney Trusts and Estates Partner Tasha Dickinson and Senior Associate Stephanie Eassa Rapp were recognized by Palm Beach Illustrated as "Top Lawyers in 2024," in its September 2024 issue.
Day Pitney Private Client Partner Dina Kapur Sanna has been recognized by Who's Who Legal as a WWL: Thought Leaders Global Elite 2024 and for Thought Leaders USA 2024.