Patricia M. Annino J.D.
Partner, Prince Lobel Tye LLP
Patricia M Annino, JD chairs the estate planning department of the Boston law firm of Prince Lobel Tye LLP. A frequent speaker and author she writes an estate planning column for AICPA's CPAInsider. Patricia has written four books including "Women & Money: A Practical Guide to Estate Planning", which was listed as as recommended reading in The Wall Street Journal. She has been voted by her peers as one of the "Best Attorneys in America" (trusts and estates), "Boston Estate Planning Council Estate Planner of the Year", a SuperLawyer and a Top 50 Massachusetts SuperLawyer. Patricia is a Fellow in the American College of Trust and Estates Counsel (ACTEC). She is frequently quoted in national publications including the Wall Street Journal, Bloomberg, The Chicago Tribune and MarketWatch.
Appearances
Identification5DateNovember 18, 2013This session addresses strategies to protect the wealth that has been created from outside influences: divorce of client, divorce of child or grandchild, creditor issues, liability, family disputes and litigation. Topics include: to gift or not to gift, discussion of trusts vs…Speaker
Patricia M. Annino, J.D.Partner, Prince Lobel Tye LLP
Identification6DateNovember 18, 2013The estate planning profession has changed dramatically now that Congress has raised the estate, gift and GST exemption to $5 million (indexed for inflation)…Speakers
Patricia M. Annino, J.D.Partner, Prince Lobel Tye LLPPartner, Capell Barnett Matalon & Schoenfeld LLPSenior Director/Family Wealth Strategist, BNY WealthSteven Siegel, J.D., LL.M. (Taxation)President, The Siegel Group
Identification6DateNovember 18, 2013The estate planning profession has changed dramatically now that Congress has raised the estate, gift and GST exemption to $5 million (indexed for inflation)…Speakers
Patricia M. Annino, J.D.Partner, Prince Lobel Tye LLPPartner, Capell Barnett Matalon & Schoenfeld LLPSenior Director/Family Wealth Strategist, BNY WealthSteven Siegel, J.D., LL.M. (Taxation)President, The Siegel Group
Identification5DateNovember 18, 2013This session addresses strategies to protect the wealth that has been created from outside influences: divorce of client, divorce of child or grandchild, creditor issues, liability, family disputes and litigation. Topics include: to gift or not to gift, discussion of trusts vs…Speaker
Patricia M. Annino, J.D.Partner, Prince Lobel Tye LLP
Identification10DateNovember 18, 2014A high-powered review, with two national tax experts on tax strategies, on what to incorporate for immediate savings before year-end for your sophisticated clients. This session will include a discussion of the availability of expiring tax provisions…Speakers
Patricia M. Annino, J.D.Partner, Prince Lobel Tye LLPPartner, Capell Barnett Matalon & Schoenfeld LLPPartner, Rowlands, LeBrou & Griesmer, PLLC$49Standard Price
Identification10DateNovember 18, 2014A high-powered review, with two national tax experts on tax strategies, on what to incorporate for immediate savings before year-end for your sophisticated clients. This session will include a discussion of the availability of expiring tax provisions…Speakers
Patricia M. Annino, J.D.Partner, Prince Lobel Tye LLPPartner, Capell Barnett Matalon & Schoenfeld LLPPartner, Rowlands, LeBrou & Griesmer, PLLC
Identification2DateNovember 16, 2015The philanthropic owner of a C corporation, S corporation or limited partnership selling their business should explore charitable strategies for part or all of the sale to minimize taxation. Doing so gives the business owner the unique opportunity to achieve financial, personal and business goals…Speaker
Patricia M. Annino, J.D.Partner, Prince Lobel Tye LLP$49Standard Price
Identification2DateNovember 16, 2015The philanthropic owner of a C corporation, S corporation or limited partnership selling their business should explore charitable strategies for part or all of the sale to minimize taxation. Doing so gives the business owner the unique opportunity to achieve financial, personal and business goals…Speaker
Patricia M. Annino, J.D.Partner, Prince Lobel Tye LLP
