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Entries by Patricia Annino

Estate planner for the Art Collector, a presentation

Event Patricia Annino Patricia Annino
Oct 30, 2019 10:30PM - 3:00PM EST

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Host: Museum of Fine Arts, Boston Location: Avenue of the Arts 465 Huntington Avenue Boston, Massachusetts 02115 Continuing the MFA’s commitment to providing the latest thinking on estate planning and philanthropy, we invite you to complimentary sessions featuring nationally recognized expert, Patricia Annino, Esq., Partner, Rimon PC. Women

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Rimon’s Patricia Annino completes volumes 21 and 22 of the Massachusetts Practice Series on Probate Law

Insight Patricia Annino Patricia Annino · August 21, 2019
Probate Law and Practice with Forms is a guide to probate of estates featuring forms, expert analysis, and treatment of will contests, taxation, guardians, personal representatives, trusts, sales, mortgages, and appeals and review. Probate Law and Practice with Forms (Massachusetts Practice Series, Volumes 21 and 22) is an invaluable

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Rimon Partners in six states listed in Best Lawyers® again

News Patricia Annino Patricia Annino · Peng Chen Peng Chen · Phillip Quatrini Phillip Quatrini · Scott D. Ross Scott D. Ross · John R. Mussman John R. Mussman · Mark S. Lee Mark S. Lee · Bernays T. (Buz) Barclay Bernays T. (Buz) Barclay · Lillian Stenfeldt Lillian Stenfeldt · Juan Zuniga Juan Zuniga · Filmore E. Rose Filmore E. Rose · August 15, 2019
Rimon, P.C. is proud to announce that ten of its Partners, across eight offices, have once again been honored by Best Lawyers®. Our honored partners were: Corporate and International Partner, Buz Barclay in New York,  Trusts and Estates and Private Client Partner Patricia Annino in Boston, Intellectual Property

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Rimon Partner Patricia Annino named in Chambers USA top Private Wealth Law

News Patricia Annino Patricia Annino · July 29, 2019
Chambers USA: America's Leading Lawyers for Business recognized Patricia Annino as a Top Private Wealth Law attorney among its high net worth rankings. Chambers is widely recognized as one of the top tier awards an attorney can receive. They rank lawyers and law firms on several factors and considerations, all of which are

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NTI 2019 Conference

Event Patricia Annino Patricia Annino
Sep 15, 2019

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Host: NTI Location & Time: Four Seasons Hotel  3960 S Las Vegas Blvd Las Vegas, NV 89119 Rimon Partner Patricia Annino will be speaking on "2019 Estate, Gift, Benefits and Retirement Planning Update (2 parts)." Click here to register. Patricia M. Annino is a partner in Rimon’s Trust and Estates Group. A

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Planning for Longer Lives Should Be a Family Project

Insight Patricia Annino Patricia Annino · April 30, 2019
Rimon’s Trust and Estate Partner, Patricia Annino, contributed her insights to a discussion on how a family prepares for sustained competence for Barrons Magazine. Sustained competence exists when an older, still-capable family patriarch or matriarch chooses not to step asidehow a family prepares for sustained competence. Sustained

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FAE Estate Planning Conference

Event Patricia Annino Patricia Annino
May 23, 2019 8:30AM - 5:00PM EST

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Host: Foundation for Accounting Education, an NYSSPCA affiliate Location & Time: Citi Executive Conference Center  153 East 53rd St. New York, NY 10022 Rimon Partner Patricia Annino will be speaking on "The Power of Collaboration Among Professionals to Best Serve Clients." This session will be reviewing practical

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Rimon Partner Patricia Annino Speaking at the 20th Annual New England Estate Planning Conference

Event Patricia Annino Patricia Annino
May 08, 2019

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Trusts and Estates Partner, Patricia Annino, will be part of the panel for this seminar addressing estate planning, trust administration and fiduciary litigation on Wednesday, May 8, 2019, from 9:30 am–4:30 pm. Patricia will discuss key issues and new developments in the areas of Irrevocable Trusts, Mediation, and State Income Tax. Learn more and

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Rimon’s Patricia Annino Presents at “Women’s Philanthropy for Women’s Health” Seminar

Event Patricia Annino Patricia Annino
Apr 02, 2019

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Patricia Annino, Non-Profit Organizations and Trusts and Estates Partner, spoke at “Women’s Philanthropy for Women’s Health,” a donor event hosted by Partners In Health and part of its gala called “Evening for Equity” on April 2nd.   Patricia, being an expert on women’s wealth and philanthropy, focused on

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50 Points of Law - Estate Planning: Major Developments and Traps for the Unwary

Event Patricia Annino Patricia Annino
Feb 28, 2019 12:00PM - 1:00PM ET

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Rimon Partner Patricia Annino will be speaking as part of Massachusetts Continuing Legal Education's 50 Points of Law on the topic: "You Can’t Litigate Love—So Why Are You Trying? Establishing a Risk Management Policy Statement for Families." The days of gathering around the lawyer and “reading the Will” are long

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Bridging the Tricky Relationship Between Planned Giving Professionals and Donor Advisors Including CPAs and Attorneys

Event Patricia Annino Patricia Annino
Jan 17, 2019 11:00AM - 1:00PM CST

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Host: Charitable Gift Planners of Houston Location & Time: The Briar Club 2603 Timmons Ln Houston, TX 77027 January 17, 2019 at 11:00 a.m.- 01:00 p.m. (CST) Rimon Partner Patricia Annino will be speaking on the topic "Bridging the Tricky Relationship Between Planned Giving Professionals and Donor Advisors Including CPAs and Attorneys"

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Rimon Partner Patricia Annino named in Super Lawyers’ Top 50: 2018 Women Massachusetts Super Lawyers List, Again

News Patricia Annino Patricia Annino · October 19, 2018
Ms. Annino, a nationally renowned authority on estate planning and taxation, was recognized again by Super Lawyers among the top 50 women attorneys in Massachusetts. She has won this recognition for five years consecutively. Ms. Annino holds more than 25 years of experience serving the estate

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University of Rochester Conference: Women as Leaders in Philanthropy, Featuring Rimon’s Patricia Annino

Event Patricia Annino Patricia Annino
Nov 01, 2018

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Ms. Annino addresses audiences on estate and philanthropic planning topics–so that women can accomplish great things in the world and also protect themselves, those they love, and the organizations they care about. Ms. Annino will lead a conversation on women, their influence, and the impact of their philanthropy, with a focus on how women can

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Gift and Estate Planning Seminars: “What You Need to Know About Gift and Estate Planning” and “Planning Considerations for Your Art and Collectibles”

Event Patricia Annino Patricia Annino
Oct 17, 2018 10:30AM - 3:00PM ET

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Rimon Partner Patricia Annino will discuss the latest updates on estate planning and philanthropy during two complimentary sessions: "What You Need to Know About Gift and Estate Planning" and "Planning Considerations for Your Art and Collectibles." The first seminar will talk about how planning can strengthen present

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Rimon Partners in Six States and in Israel listed in Best Lawyers® Again

News Patricia Annino Patricia Annino · Peng Chen Peng Chen · Phillip Quatrini Phillip Quatrini · Scott D. Ross Scott D. Ross · John R. Mussman John R. Mussman · Carl Sherer Carl Sherer · Mark S. Lee Mark S. Lee · Bernays T. (Buz) Barclay Bernays T. (Buz) Barclay · Lillian Stenfeldt Lillian Stenfeldt · August 15, 2018
New York, NY --  Rimon, P.C. is proud to announce that ten of its Partners, across eight offices, have once again been honored by Best Lawyers®. Our honored partners were: Corporate and International Partner, Buz Barclay in New York,  Trusts and Estates and Private Client Partner Patricia Annino in Boston, Intellectual

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Wealth Planning for Longer Lifespans: Rimon Partner Patricia Annino in Barron’s

Insight Patricia Annino Patricia Annino · June 13, 2018
Rimon’s Trust and Estate Partner, Patricia Annino, contributed her insights to a discussion of how the current increased life expectancy has to be taken into account for future family financial planning — and the difficulties that can arise when families don’t have a clear plan for dealing with cognitive decline. Click here to

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Trust Owned Family Enterprises: Pitfalls and Practical Suggestions When Naming Trustees Who Also Serve on Board of Directors

Insight Patricia Annino Patricia Annino · May 10, 2018
Trusts and Estates Partner, Patricia Annino, shares her insight on the complicated situation occurring when the family enterprise is owned in trust and the trustees simultaneously serve on the Board of Directors. Read the full FFI article here.  “It is, of course, interesting to note (and not unusual) that the

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Forecast of Three Future Trends for Family-Owned Enterprises

Event Patricia Annino Patricia Annino
Oct 25, 2018 9:00AM - 11:20PM BST

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Host: Family Firm Institute Location & Time: Park Plaza Riverbank 18 Albert Embankment London  9:00-11:00 a.m. (BST) Rimon Partner Patricia Annino will share her expertise on the topic "Forecast of Three Future Trends for Family-Owned Enterprises" This session will address forecasting future trends: You can’t litigate love

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Estate Planning Conference

Event Patricia Annino Patricia Annino
May 24, 2018 3:30PM - 4:20PM ET

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Host: Foundation for Accounting Education Location & Time: 601 Lexington Avenue New York NY, 10022  3:30-4:20 p.m. (ET) Rimon Partner Patricia Annino will share her expertise on the topic "Estate Planning" Highlights: Estate planning under the 2017 Tax Reform Act and its temporary doubling of the federal estate, gift and

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Get Informed About Tax Reform

Event Patricia Annino Patricia Annino
Apr 19, 2018 4:30PM - 6:30PM ET

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Host: Dana Farber Cancer Institute Location & Time: Wellesley Country Club 300 Wellesley Avenue Wellesley, MA  4:30-6:00 p.m. (ET) Rimon Partner Patricia Annino will share her expertise on the topic "Tax Reform" Join Patricia Annino, Esq., a nationally recognized authority on taxation and estate planning, and John J. Czyzewski, CPA,

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The Power of the Woman Donor: A Practical Discussion

Event Patricia Annino Patricia Annino
May 4, 2018 3:30PM - 4:30PM ET

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Host: Planned Giving Group of New England Location & Time: Revere Hotel Boston Common 200 Stuart St. Boston, MA 02116 3:30-4:30 p.m. EST Rimon Partner Patricia Annino will share her expertise on the topic "The Power of the Woman Donor: A Practical Discussion" Click here for more information. Patricia M. Annino is a partner in

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Women and Money: A Practical Guide to Estate Planning, Philanthropic Planning Group of Greater New York

Event Patricia Annino Patricia Annino
Apr 18, 2018 12:30PM - 2:00PM ET

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Host: Philanthropic Planning Group of Greater New York Location & Time: 3 West Club 3 West 51st Street New York, NY 10019 Noon - 2 p.m. Rimon Partner Patricia Annino will share her expertise on the topic "Women and Money: A Practical Guide to Estate Planning" We all know it. Women will outlive men and control major wealth decisions

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Wealth Management Seminar, Museum of Fine Arts - Boston

Event Patricia Annino Patricia Annino
Mar 20, 2018 1:30PM - 3:00PM ET

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Location & Time: Museum of Fine Arts - Boston 465 Huntington Ave, Boston, MA 02155 1:30- 3 p.m. Rimon Partner Patricia Annino will share her expertise on the topic "Planning Considerations for Your Art and Collectibles." Important estate planning considerations for those who own art, antiques, or collectibles • Understand how art can

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The Increasing Importance of Focusing on Both Sides of Competence for Family Owned Enterprises

Insight Patricia Annino Patricia Annino · January 24, 2018
This article examines two sides of one issue – competency. Patricia Annino, Rimon Partner, shares her analysis of the challenges presented by either sustained or diminished competence in family owned companies and for providing practical steps to help family enterprises plan for these challenges. Read the full FFI article here. “As

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Ticking Time Bombs in Investment Portfolios You Might be Unaware of

Insight Patricia Annino Patricia Annino · January 18, 2018
Many people may have ticking time bombs in their investment portfolios that they are completely unaware of. The life insurance premiums currently being paid, may not be sufficient to keep the policies in force during the person’s normal life expectancy. Patricia Annino, of Rimon Law, comments on the legal liability of trustees and possible

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Rimon Partner Patricia Annino Recognized as One of The Leading Trust & Estates Practitioners in The World

News Patricia Annino Patricia Annino · July 24, 2017
Ms. Annino was nominated as one of the most talented and reputable Women in Business Law in this 7th edition of Expert Guides. This publication runs yearly an exhaustive research process to select a limited number of women to appear on its exclusive list. Ms. Annino is a nationally recognized authority on estate planning and taxation. She

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Leading Estate Planning and Taxation Attorney, Patricia Annino, joins as Partner in Rimon’s Boston office

News Patricia Annino Patricia Annino · May 16, 2017
(Boston) – May 15, 2017 - Patricia M. Annino expands Rimon’s Trust and Estates Group as partner in its Boston office. A nationally recognized authority on estate planning and taxation, Ms. Annino brings more than 25 years of experience serving the estate planning needs of families, individuals, and owners of closely held and

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