Multigenerational Shift: Navigating Great Wealth Transfer is a Boon for Attorneys, Estate/Investment Planners
Day Pitney Private Client Department Chair B. Dane Dudley was featured in the Hartford Business Journal article, "Multigenerational Shift: Navigating Great Wealth Transfer is a Boon for Attorneys, Estate/Investment Planners."
When asked about how he advises clients on managing the transfer, Dudley commented, "Parents sometimes worry about their children responsibly handling newfound wealth, so they arrange for a more controlled asset allocation, such as a restricted trust. All those questions have to be answered, and it takes time, and it takes self-awareness and soul-searching to figure out what's the best plan."
Read the full article here.
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Day Pitney Press Release
Three Day Pitney Private Client Department Partners were selected for inclusion on Boston magazine's Top Lawyers of 2024 list*. The selected attorneys are: Christine N. Fletcher, Partner – Trusts and Estates; Jordana G. Schreiber, Partner – Trusts and Estates; and Tiffany M. Bentley, Partner – Family Law.
Day Pitney Press Release
Day Pitney Miami Partners Melissa A. Rodriguez and Mark A. Romance authored the article "Tradition vs. Technology: Original Paper Wills Are Still Required," for the Daily Business Review.
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."
Day Pitney International Tax Partner Carl A. Merino authored the article "The Long Arc of Attribution" for Trusts and Estates Magazine.
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.”