Marjorie Hornaday has joined Day Pitney LLP as a Trusts and Estates partner in its Private Client Department in New York. Hornaday joins from Stroock & Stroock & Lavan LLP. This is the second Trusts and Estates partner to join the firm since the beginning of the year – Michael S. Schwartz joined in January.
"Marjorie has extensive trusts and estates knowledge and will be an excellent addition to our Private Client Department and New York office," said B. Dane Dudley, Chair of Day Pitney's Private Client Department. "By adding more experienced attorneys to our team, we can continue to expand our market-leading Private Client team to meet the current and future needs of our clients."
Hornaday advises high-net-worth individuals and families on their estate planning needs, working closely with clients to address personal, family and business concerns, as well as opportunities to mitigate federal and state wealth transfer taxes. She also counsels public and private charities and corporate fiduciaries. Hornaday recognizes that effective wealth transfer planning often involves complex legal concepts. Therefore, she prioritizes her clients' comprehension of their estate plans so that they can make informed decisions about their assets. Additionally, Hornaday has experience in preparation of complex wills and trusts; family business succession planning; life insurance planning; planning with intellectual property assets, particularly with respect to high-profile individuals in the entertainment industry; estate and trust administration, including trust decanting, fiduciary accountings and preparation of federal and state estate tax returns; and charitable gift planning.
Hornaday is a member of the New York City Bar Association and an affiliate member of its Estate and Gift Tax Committee. She is also a member of the inaugural class of the American College of Trust and Estate Counsel (ACTEC) Mid-Atlantic Fellows Institute. She earned her B.A., with honors, from Washington University in St. Louis, and her J.D. and LL.M. from New York University School of Law. Hornaday is admitted to practice in New York.
Hornaday added, "I decided to join Day Pitney because of the firm's superb reputation in the estate planning industry. Its Private Client Department is an integral part of the firm's service mix and client-focused approach."
With nearly 80 lawyers in the firm's Private Client Department, Day Pitney offers private clients one of the deepest and most experienced practices in the country. The attorneys have hundreds of years of combined experience advising individuals and their families on the full spectrum of matters related to trusts and estates and family offices. Day Pitney is home to 16 Fellows of ACTEC, a group of peer-elected trust and estate attorneys across the United States and abroad with more than 10 years of experience in the active practice of probate and trust law or estate planning. Additionally, the Private Client Department at Day Pitney has been nationally recognized, being ranked in Chambers High Net Worth (HNW) Guide, named the 2022 U.S. News & World Report and Best Lawyers® "Law Firm of the Year" for Trusts & Estates Law, and selected for the "Best Law Firm – Estates and Trusts" honor at the Private Asset Management Awards in 2020. Award Methodologies for these awards are listed here, here and here, respectively.
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Day Pitney Boca Raton Trusts and Estates Partner Brian E. Thompson was recognized with a Probate Law Award for his work with the Legal Aid Society of Palm Beach County.
New Jersey Trusts and Estates Senior Associate Daniela P. Catrocho authored "Proceed with Caution: Shifting Beneficial Interests in a Trust May Trigger Gifts," for the New Jersey Law Journal.
On March 13, Day Pitney Boca Raton-based attorneys Jay D. Mussman and Brian E. Thompson received special commendations from the 15th Judicial Circuit Pro Bono Committee, The Florida Supreme Court and the Florida Pro Bono Coordinators Association for their pro bono work in 2023.
Day Pitney Trusts and Estates Partner Tasha Dickinson is featured in the Daily Mail UK article "Matthew Perry's Will Leaves More than $1M in Trust Named After Woody Allen Character."
Day Pitney Trusts and Estates Partner James A. Ballerano was featured in a Daily Business Review Q&A about his most significant career accomplishments.
Day Pitney West Palm Beach Trusts and Estates Partner Tasha Dickinson authored the article "Empowering Women's Legal Careers: Mastering the Art of Rainmaking" for the Daily Business Review.
Day Pitney Trusts and Estates Partner Christine Fletcher authored an article for Forbes.com titled, "Navigating The Corporate Transparency Act: Estate Plan Implications."
Day Pitney Press Release
Day Pitney Press Release
Day Pitney Trusts and Estates Attorney Keith Bradoc Gallant was featured on the American College of Trust and Estate Counsel's (ACTEC) Trust and Estate Talk podcast episode "Practical Considerations in Dealing with Incapacity."
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