Probate

Burns & Levinson Announces Meaghan Kelly Joins Private Client Group as Of Counsel

Retrieved on: 
Wednesday, January 31, 2024
University, Lawyer, Estate, Probate, Rhode Island Bar Association, Trust, Burns, Life insurance

PROVIDENCE, R.I., Jan. 31, 2024 /PRNewswire/ -- Burns & Levinson LLP announced today that Meaghan Kelly has joined the firm's Trusts & Estates Group as Of Counsel.

Key Points: 
  • PROVIDENCE, R.I., Jan. 31, 2024 /PRNewswire/ -- Burns & Levinson LLP announced today that Meaghan Kelly has joined the firm's Trusts & Estates Group as Of Counsel.
  • Prior to joining Burns & Levinson, she was a partner at Cameron & Mittleman LLP, where she handled complex trusts and estate matters for over five years.
  • Previously, she served as Chief of the Estate and Gift Tax Department at Rhode Island's Division of Taxation.
  • "We are excited to add Meaghan to our highly regarded trusts and estate team," said Paul Mastrocola, Managing Partner at Burns & Levinson.

United Kingdom Wills, Probate & Trusts Market Report 2023: Steady Year-on-Year Growth Ahead and More Digitisation On The Way - ResearchAndMarkets.com

Retrieved on: 
Friday, January 26, 2024
Legal, Professional Services, Competition, Probate, Delays, CMA, POA, Growth

The "UK Wills, Probate & Trusts Market Report 2023" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "UK Wills, Probate & Trusts Market Report 2023" report has been added to ResearchAndMarkets.com's offering.
  • Here are some selected findings:
    In 2023, the wills, trusts and probate market had an estimated value of £2.6bn, increasing by 5.4% on the 2022 value.
  • Market value growth in 2024 is expected to reach a similar level to 2023: growth of 5% is forecast.
  • The market will see the arrival of digital POAs following the Powers of Attorney Act plus e-wills are on the way.

Burns & Levinson Elects Four Attorneys to Partnership

Retrieved on: 
Wednesday, January 3, 2024
Greater Boston, School, Employment, Partnership, Divorce, BTI, Law, WBA, Working Group, University, Boston University, Lawsuit, Insurance, Probate, Boston College Law School, Paternity, Next Generation, Family court, Lawyer, Stonehill College, Child, Nursing

BOSTON, Jan. 3, 2024 /PRNewswire/ -- Burns & Levinson LLP has elected four attorneys – Kelly Kirby Ballentine , Michael DeIulis , Andrea Nelson , and Gregory Paonessa – to the firm's partnership effective January 1.

Key Points: 
  • BOSTON, Jan. 3, 2024 /PRNewswire/ -- Burns & Levinson LLP has elected four attorneys – Kelly Kirby Ballentine , Michael DeIulis , Andrea Nelson , and Gregory Paonessa – to the firm's partnership effective January 1.
  • "We are proud to elevate these four talented attorneys to partners at our firm and look forward to their continued leadership and contributions," said Paul Mastrocola, managing partner of Burns & Levinson.
  • "This is a major achievement for every lawyer and we celebrate their many accomplishments that have brought them to this important milestone."
  • Kelly Ballentine focuses her practice on business litigation, employment-related counseling and disputes, and insurance coverage disputes across a wide range of industries.

Randall Bond Joins Bank OZK as Regional Director for Trust and Wealth Group in Arkansas and Texas

Retrieved on: 
Tuesday, November 14, 2023
Texas A&M University, Bachelor of Arts, Campbell University, Probate, BBVA USA, Bank, PNC Financial Services, Wealth management, Real estate, Bar association, Advisory board, Bond, Bank OZK, Texas Capital Bank, ROCK, BBVA, World Affairs Council, Management, Trust

LITTLE ROCK, Ark., Nov. 14, 2023 (GLOBE NEWSWIRE) -- Bank OZK (Nasdaq: OZK) announced today that Randall “Randy” Bond has joined the company as Regional Director for the bank’s Trust and Wealth Group where he will oversee the Arkansas and Texas markets.

Key Points: 
  • LITTLE ROCK, Ark., Nov. 14, 2023 (GLOBE NEWSWIRE) -- Bank OZK (Nasdaq: OZK) announced today that Randall “Randy” Bond has joined the company as Regional Director for the bank’s Trust and Wealth Group where he will oversee the Arkansas and Texas markets.
  • In this role, Bond will lead an experienced team of trust professionals focused on the wealth management, fiduciary, advisory and planning needs of Bank OZK clients.
  • “Randy is a proven wealth management leader and Bank OZK is excited to have him join our team,” stated Chris Henry, Managing Director, Trust and Wealth.
  • Before leading trust and wealth strategy at Texas Capital Bank, Bond served as the Fiduciary Market Manager for Texas and Arizona for PNC Bank.

Glenmeadow Announces New Board Leadership and Staff Promotions

Retrieved on: 
Thursday, December 14, 2023
Probate, Tri-Valley Community Television, Ageing, Geriatric care management, Wellness, Volunteering, Management

, Dec.14, 2023 /PRNewswire/ -- Glenmeadow, Inc. , the premier provider of senior retirement lifestyle options, recently elected new leadership and new members to its Board of Directors.

Key Points: 
  • , Dec.14, 2023 /PRNewswire/ -- Glenmeadow, Inc. , the premier provider of senior retirement lifestyle options, recently elected new leadership and new members to its Board of Directors.
  • Kelly Koch, Probate and Family Law Attorney with Raipher will serve as Vice Chair.
  • In addition, several Glenmeadow staff have taken on new responsibilities:
    Kelsey McDonald added leadership of Care Management and community outreach to her existing duties as Director of Wellness.
  • "Glenmeadow is elevating the senior living experience, and the excellence, advocacy, and commitment of our staff and volunteers will make that a reality" said Kathy Martin, Glenmeadow's president and CEO.

Leonardini, Despotes, Giannecchini & Nims LLP Launches in Central Valley, Delivering Industry-Leading Business and Estate Planning Law Expertise

Retrieved on: 
Wednesday, August 16, 2023
LLP, Probate, Specialization, Sacramento metropolitan area, University, Pacific Ocean, Private law, Partner, McGeorge School of Law, Agriculture, Hastings College, Lucia Giannecchini, Trust, University of California, Lawyer, University of California College of the Law, San Francisco, Bar association, Wills, Acquisition, School, Law, News, Counselor, Property management, San Joaquin Valley

STOCKTON, Calif., Aug. 16, 2023 /PRNewswire-PRWeb/ -- Leonardini, Despotes, Giannecchini & Nims LLP announces that the new firm is officially serving the legal needs of Central Valley businesses, families, and individuals. Founding Partners Saroya Leonardini, Anthony Despotes, Melissa Giannecchini, and Eric Nims have practiced exclusively in the San Joaquin Valley with more than 80 years of experience between them. In this time, the Partners have collectively amassed deep expertise in complex business and agricultural matters, including mergers, acquisitions, and complicated real estate transactions. Building upon certified specialization, the firm will also focus on sophisticated estate planning, probate, and trust law. More information is available at www.ldgnlaw.com.

Key Points: 
  • In this time, the Partners have collectively amassed deep expertise in complex business and agricultural matters, including mergers, acquisitions, and complicated real estate transactions.
  • Building upon certified specialization, the firm will also focus on sophisticated estate planning, probate, and trust law.
  • With a practice focusing on agricultural and business law, including mergers and acquisition, church law, estate planning, probate and trust law, she is a Certified Specialist in Estate Planning, Trust and Probate Law with the State Bar of California Board of Legal Specialization.
  • Its team of experienced lawyers can assist with business, estate planning, wills, trusts, trust administration, probate, real estate, agriculture, nonprofits, and church organizational law matters.

Fiduciary Trust International Welcomes Scott Small as Trust Counsel, Continuing Drive to Expand Service for Clients and Prospects in Pennsylvania

Retrieved on: 
Thursday, July 20, 2023
Banking, Asset Management, Professional Services, Finance, Fiduciary Trust Company International, Certification, University, Probate, Scott A. Small, Vanguard, Trust, Certified Financial Planner, Literature, Fiduciary trust, Franklin Templeton Investments, JD, Investment management, Wells Fargo, BA, Management

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Scott Small has joined the firm as a trust counsel based in its Radnor office.

Key Points: 
  • Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Scott Small has joined the firm as a trust counsel based in its Radnor office.
  • He will also work with other Fiduciary Trust International teams across the country to deliver the full breadth of the organization’s offerings to clients.
  • Mr. Hill, who joined the firm in 2021 as a senior trust officer, is now regional director of trust administration for Pennsylvania.
  • She was previously director of human resources at Pennsylvania Trust Co., acquired by Fiduciary Trust International in 2020.

Stewart Announces New Head of Underwriting for National Commercial Services

Retrieved on: 
Tuesday, July 18, 2023
Professional Services, Other Construction & Property, Residential Building & Real Estate, Commercial Building & Real Estate, Finance, Construction & Property, Banking, ABA, General counsel, Head, Estate, Wilhelmina, Florida State University College of Law, American Bar Association, Trust, Woman, Private practice, University college, Real property, NCS, Publication, Old Republic International, Executive Committee, Executive Council, S-1 Executive Committee, American College, Executive Council of Hong Kong, DLA Piper, The Florida Bar, Insurance, Probate

Stewart Title announced today that Wilhelmina Kightlinger has assumed the role of Chief Underwriting Counsel for National Commercial Services (NCS) effective July 1.

Key Points: 
  • Stewart Title announced today that Wilhelmina Kightlinger has assumed the role of Chief Underwriting Counsel for National Commercial Services (NCS) effective July 1.
  • Having previously filled the role of Deputy Chief Underwriting Counsel for National Commercial Services, Kightlinger succeeds former NCS Chief Underwriting Counsel Don Wade who is stepping down to focus on mentorship and training, as well as continuing to serve as a member of the Underwriting Leadership Team for Stewart NCS and on the Senior Underwriting Committee.
  • “Don has been with Stewart for nearly 30 years, serving in the NCS Chief Underwriting Counsel role for the past five years,” said Erin Sheckler, Head, National Commercial Services.
  • Commercial underwriting is already a noted strength of ours at Stewart, and Wilhelmina will continue to build upon the great foundation that Don and our other Senior Underwriting Committee leaders have lain.”
    Prior to joining Stewart, Kightlinger spent 13 years at Old Republic Title, based in Tampa, FL, most recently as their General Counsel for the National Commercial Title Services Division.

Boutique Northern California Real Estate and Litigation Team Joins Scale LLP

Retrieved on: 
Thursday, June 15, 2023
Heller Ehrman, LLP, Probate, UCLA School of Law, Lawsuit, Partner, Certified Paralegal, Trust, Woman, GCS, Robin, Real estate, Joubert, Silicon, Scale, Counsel, Female, Master, Property management, Shepard

San Francisco, June 15, 2023 /PRNewswire-PRWeb/ -- Scale LLP, the full-service, national law firm built by former Silicon-Valley tech GCs to serve high-growth companies, announced today that Robin Shofner, Erica Shepard, and Whitney Joubert are joining the firm to bolster its growing Real Estate and Litigation practices.

Key Points: 
  • The Silicon Valley-based remote work firm continues its national growth with the addition of a Northern California team of real estate, wealth planning and litigation pros.
  • Prior to joining Scale, the team worked together for over a decade at boutique law firm MOBO Law, LLP, serving clients in Northern California and Nevada.
  • "We're thrilled to welcome this amazing team to Scale LLP," said Scale LLP Managing Partner David Reidy.
  • "Robin, Erica and Whitney are all well-known to us from our extensive real estate and litigation work in Northern California.

ALLISON L. HERTZ, ESQ., BCS OF KAYE BENDER REMBAUM WINS PRESTIGIOUS AWARDS FROM THE FLORIDA BAR AND THE DAILY BUSINESS REVIEW/LAW.COM/ALM

Retrieved on: 
Monday, June 12, 2023
Diamond, Dan Patch Rising Star Award, PALM, Condominium, Probate, Journalist, Unsung Heroes, ALM (company), Trust, Multimedia, Real property, ALM, BEACH, Private law, The Florida Bar, Allison, BCS, Reader, Property management, Section

Ms. Hertz was also named an "Unsung Hero" in the 2023 Florida Legal Awards, presented by The Daily Business Review, Law.com and ALM.

Key Points: 
  • Ms. Hertz was also named an "Unsung Hero" in the 2023 Florida Legal Awards, presented by The Daily Business Review, Law.com and ALM.
  • "We are thrilled to announce the outstanding accomplishments of one of our own here at Kaye Bender Rembaum", noted Firm Member Jeffrey Rembaum.
  • As corporate counsel, Ms. Hertz assists clients in all aspects of community association law for Kaye Bender Rembaum.
  • Kaye Bender Rembaum is a full-service commercial law firm devoted to the representation of community associations throughout Florida.