On July 27, Katherine A. McAllister presented a session, "Introduction to Trusts and Estates: The Marital Deduction, Credit Shelter Planning and Portability," at The Tax Conference, hosted by NYU School of Professional Studies and the Division of Programs in Business. The Introduction to Trusts and Estates Conference series provides an understanding of the varieties of taxes and tax issues applicable to gratuitous transfers by individuals and trusts and estates.
For more information on the event, click here.
Individual Clients Attorneys Carl A. Merino, Dina Kapur Sanna and Sarah B. Jacobson co-authored an article for Trusts & Estates Magazine titled, "Pre-Residency Planning for Your Client's Trust."
Trusts and Estates attorneys Joshua Caswell and Leigh E. Furtado co-authored the article, "NFTs for Estate Planners: Not Just a Token Concern," for Probate & Property Magazine.
On August 2, Day Pitney Counsel Heidi A. Seely presented at "Estate Planning: MCLE BasicsPLUS, Initial Steps, Fundamentals and Estate Planning Documents," hosted by MCLE.
Of Counsel Michael Pfeifer served on the panel, "Integrated Asset Protection," a webinar hosted by Respada on July 29.
Day Pitney Estate Planning Update
Trusts and Estates Attorneys Joshua Caswell and Leiha Macauley testified on November 16 before the Massachusetts Legislature's Joint Committee on the Judiciary.
Sandra M. Ferrera was featured as a "Wonder Woman 2021" in the Boca Raton Observer. Ferrera advises clients on high-end residential and commercial real estate transactions, helping to make their assets work for them.
West Palm Beach Partner Tasha Dickinson was featured in a video interview by Invest: Insights titled, "Estate Planning in the COVID-era," and shared that the pandemic allowed people to revisit and restructure estate planning strategies.
New York Partner Dina Kapur Sanna from our firm's Individual Clients department has been recognized on Citywealth's Top 100 Private Lawyers 2021 List.
Day Pitney Press Release