Trusts & Estates (journal)

Tax, Trusts & Estates Attorney Kiran Uppal Joins Dorsey in Seattle

Retrieved on: 
Tuesday, March 19, 2024
Accounting, Asset Management, Legal, Professional Services, Georgetown University Law Center, Dorsey & Whitney, Trust, University, Trusts & Estates (journal), Tax, Trustee, Multimedia, Estate, Property management

Kiran Uppal has joined Dorsey & Whitney LLP as an Of Counsel in the Tax, Trusts & Estates group in Seattle, the law firm announced today.

Key Points: 
  • Kiran Uppal has joined Dorsey & Whitney LLP as an Of Counsel in the Tax, Trusts & Estates group in Seattle, the law firm announced today.
  • View the full release here: https://www.businesswire.com/news/home/20240319372326/en/
    Kiran Uppal has joined Dorsey & Whitney LLP as an Of Counsel in the Tax, Trusts & Estates group in Seattle.
  • “Kiran adds new dimensions to the practice and allows us to serve an even wider array of clients.”
    “I’m thrilled to join Dorsey’s robust national platform and its growing Seattle office,” said Kiran Uppal.
  • “I look forward to building on Dorsey’s Tax, Trusts & Estates practice to further serve our clients.”

Women in Leadership at Weintraub Tobin Highlighted on International Women's Day

Retrieved on: 
Friday, March 8, 2024
Weintraub, Marketing, Woman, Regulation, Labour, American Health Law Association, Entertainment, Strategic planning, Trusts & Estates (journal), Publishing, Health, Sport, Health care, Medicare, Organization, Human resources, Lawyer, Medicaid, Intellectual property, Digital media, Corporation, International Women's Day, Animation, Employment, Accreditation, Management

"Jessica, Jeanne, Tara, and Jennel are representative of the talented women that Weintraub is fortunate to have at every level of our Firm," said Managing Shareholder Gary Bradus .

Key Points: 
  • "Jessica, Jeanne, Tara, and Jennel are representative of the talented women that Weintraub is fortunate to have at every level of our Firm," said Managing Shareholder Gary Bradus .
  • She has consistently been at the forefront of cutting-edge deals in podcasts, endorsements, gaming, sports, merchandising, touring, publishing, licensing, and everything in between.
  • "Women hold many of Weintraub's top administrative leadership positions and the women in our professional staff are integral to the success of the law firm," said Fernandez.
  • "International Women's Day is an opportunity to celebrate the contribution of these women, acknowledge the progress we have made, and reinforce the goals we set for the future."

Tannenbaum Helpern Announces Promotions to Partnership and Elevation to Firm Leadership

Retrieved on: 
Tuesday, January 2, 2024
Surrogate, Probate court, Associate, Partnership, Chairperson, Trusts & Estates (journal), Investment management, Trust law

NEW YORK, Jan. 2, 2024 /PRNewswire/ -- Tannenbaum Helpern is pleased to announce the promotion of Amanda M. Leone and Andrew P. Yacyshyn to partner, and the elevation of Michele Itri to Co-Chair of the Firm's Investment Management Practice.

Key Points: 
  • "We are thrilled to welcome Amanda and Andrew to the partnership," said Tannenbaum Helpern Managing Partner, Andrew W. Singer.
  • Michele is an outstanding lawyer whose leadership is recognized inside and outside the Firm."
  • Andrew Yacyshyn commented, "Tannenbaum Helpern is a very special law firm.
  • Having spent my entire career as an attorney with the Firm, I am exceptionally proud to join the partnership."

Seven Burns & Levinson Attorneys Named 2024 Lawdragon 500 Leading Family Lawyers

Retrieved on: 
Friday, October 20, 2023
Boston Magazine (1783–1786), Child, Paternity, Vanderbilt University Law School, Trustee, Massachusetts Probate and Family Court, Massachusetts Department of Youth Services, Assistant, Trusts & Estates (journal), Suffolk University Law School, Organization, Conlon, Trust law, College, Family law, Law, Family court, Middlebury College, Lawyer, Private practice, Trust, American Academy, The National Law Journal, School, Roger Williams University School of Law, Nardone, University, Conservatorship, Vanderbilt University School of Nursing, Family, Negotiation, University of Massachusetts School of Law, Salve Regina University, Cukier, Holy Cross, Private investigator, Divorce, Northeastern University

BOSTON, Oct. 20, 2023 /PRNewswire/ -- Burns & Levinson attorneys – Ronald Barriere , Timothy Conlon , Elizabeth Cowley , Lisa Cukier , Andrea Dunbar , Francine Gardikas , and Robin Lynch Nardone have been selected for inclusion in the 2024 Lawdragon 500 Leading Family Lawyers.

Key Points: 
  • BOSTON, Oct. 20, 2023 /PRNewswire/ -- Burns & Levinson attorneys – Ronald Barriere , Timothy Conlon , Elizabeth Cowley , Lisa Cukier , Andrea Dunbar , Francine Gardikas , and Robin Lynch Nardone have been selected for inclusion in the 2024 Lawdragon 500 Leading Family Lawyers.
  • Ron Barriere is a partner in the firm's Divorce & Family Law Group, where he represents clients in all aspects of divorce and family law.
  • She has been named to Boston Magazine's Top Lawyers list for Family Law (2022), a Top Woman of Law by Mass Lawyers Weekly (2021), and Best Lawyers in America for Family Law (2016-2023), among many other awards.
  • Gardikas has been named to Boston Magazine's Top Lawyers list for Family Law (2022) and Best Lawyers in America for Family Law (2020-2023).

McLaughlin & Stern Expands Leading Trusts and Estates Practice With New Hires And Promotions

Retrieved on: 
Thursday, September 7, 2023
University, Lawsuit, T&E, Piccione, Special, Rita Hinden, McLaughlin, Trusts & Estates (journal), Trust, Brooklyn Law School, Justin, Assistant United States Attorney, Counsel, New York Law School, Property management

NEW YORK, Sept. 7, 2023 /PRNewswire/ -- McLaughlin & Stern LLP, one of the top regional law firms in New York State, today announced an expansion of its preeminent Trusts and Estates practice.

Key Points: 
  • NEW YORK, Sept. 7, 2023 /PRNewswire/ -- McLaughlin & Stern LLP, one of the top regional law firms in New York State, today announced an expansion of its preeminent Trusts and Estates practice.
  • The firm is pleased to welcome Justin M. Piccione as a new partner in their T&E practice group.
  • "We are delighted to welcome Justin to the firm," said Geoffry R. Handler, Managing Partner of McLaughlin & Stern.
  • In addition, McLaughlin & Stern is pleased to announce the election of Diana Chen to partner as of September 1.

Pryor Cashman Welcomes Two New Partners, Expanding Its Trusts + Estates Practice

Retrieved on: 
Wednesday, September 6, 2023
Other Consumer, Women, Seniors, Other Philanthropy, Baby Boomers, Other Professional Services, Men, Legal, Asset Management, Insurance, Family, Finance, Consulting, Consumer, Professional Services, Foundation, Philanthropy, Personal Finance, Small Business, Trusts & Estates (journal), Health administration, Estate, Trust law, New York University School of Law, Wills, Trust, Schnader Harrison Segal & Lewis, Erica, Death, Property management

Pryor Cashman is pleased to announce that Paul E. Van Horn and Erica Howard-Potter have joined the firm as partners in the Trusts + Estates Practice and Private Client Group.

Key Points: 
  • Pryor Cashman is pleased to announce that Paul E. Van Horn and Erica Howard-Potter have joined the firm as partners in the Trusts + Estates Practice and Private Client Group.
  • “The opportunity to bring Paul and Erica to Pryor Cashman was extraordinary, as they join and enhance our important private client practice,” said Ronald Shechtman , Managing Partner of Pryor Cashman.
  • “I’m excited to work with the exceptional lawyers at Pryor Cashman and help my clients maximize their opportunities,” said Paul.
  • Erica and I can’t wait to get to work with our new colleagues.”
    “Pryor Cashman is the perfect place to build on my practice,” said Erica.

Wilentz, Goldman & Spitzer Expands Trusts and Estates Practice with Addition of Three Attorneys Joining Red Bank Office

Retrieved on: 
Friday, September 1, 2023
Red Bank, Goldman, Supreme Court of New Jersey, Chambers, Partner, American College of Trust and Estate Counsel, Trusts & Estates (journal), DeMaio, Estate, Chambers and Partners, Trust, Advertising, Supreme court, American College, Band I, Property management, Wilentz, Counsel

is pleased to welcome Stuart T. Cox, Jr., Andrew J. DeMaio, and Stephen J. Oppenheim as Of Counsel to the firm's Trusts & Estates group, resident in the firm's Red Bank office.

Key Points: 
  • is pleased to welcome Stuart T. Cox, Jr., Andrew J. DeMaio, and Stephen J. Oppenheim as Of Counsel to the firm's Trusts & Estates group, resident in the firm's Red Bank office.
  • Stuart T. Cox, Jr., a Fellow of the American College of Trust and Estate Counsel, concentrates his practice on the comprehensive landscape of trusts and estates law.
  • Andrew J. DeMaio advises clients in matters of trust and estate planning and administration, along with adept representation in litigation related to these matters.
  • Mr. DeMaio's advocacy on behalf of high net-worth clientele in matters of trusts and estates has garnered him a prominent Band 1 ranking in the Chambers USA publication.

Richard Morgan and Loraine DiSalvo Recognized Among The Best Lawyers in America®

Retrieved on: 
Thursday, August 17, 2023
Tax law, P.C, Trusts & Estates (journal), Ethics, DiSalvo, Steven Naifeh, Lawyer, Partner, Professional, Practice of law, Real estate

ALPHARETTA, Ga., Aug. 17, 2023 /PRNewswire-PRWeb/ -- Morgan and DiSalvo, P.C. announced today that Partners Richard M. Morgan and Loraine M. DiSalvo are included in the 2024 Edition of The Best Lawyers in America® for their legal expertise in Trusts and Estates. Morgan has the additional distinction of being included for his expertise in Tax Law. Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence.

Key Points: 
  • announced today that Partners Richard M. Morgan and Loraine M. DiSalvo are included in the 2024 Edition of The Best Lawyers in America® for their legal expertise in Trusts and Estates.
  • Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence.
  • "It is an honor to be included in Best Lawyers again this year," said Morgan.
  • Lawyers do not pay a fee to be listed, which makes being included in Best Lawyers a singular honor.

Elizabeth Miller, CFP® Elected 2024 CFP Board Chair-elect

Retrieved on: 
Wednesday, July 19, 2023
First Boston, Reuters, CFA, Personal, Trusts & Estates (journal), Editorial, Wharton School of the University of Pennsylvania, Bloomberg News, National Speakers Association, National Association, Columbia University, Certification, University, Boston, Human, Institute for Mergers, Acquisitions and Alliances, The Wall Street Journal, CNBC, Certified Financial Planner Board of Standards, Chairperson, Finance, Miller, Financial Planning Association of Australia, CFA Institute, MarketWatch, Economics, BNN Bloomberg, Yahoo! Finance, New Jersey Institute of Technology, Reuters TV, Financial plan, National Association of Personal Financial Advisors, Mergers and acquisitions, Financial adviser, Management, Nursing

WASHINGTON, July 19, 2023 /PRNewswire/ -- The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Elizabeth Miller, CFP® as its 2024 Board Chair-elect.

Key Points: 
  • WASHINGTON, July 19, 2023 /PRNewswire/ -- The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Elizabeth Miller, CFP® as its 2024 Board Chair-elect.
  • Miller joined CFP Board as a Board Director in 2020 and is a member of CFP Board Center for Financial Planning's Campaign Development Committee.
  • "Liz is a remarkable leader whose contributions to the profession are substantial," said Board of Directors Chair Dan Moisand, CFP® .
  • Current Chair-elect Matt Boersen, CFP® will serve as Chair of the Board of Directors in 2024, and Miller will become Chair of the Board in 2025.

Musick Peeler Elevates Four Partners to Equity Positions

Retrieved on: 
Thursday, March 9, 2023
Hospital, Collective bargaining, Title IX, McNutt, Trusts & Estates (journal), Public sector, Partner (business rank), Employment, Faculty, FEHA, National Labor Relations Board, FERPA, Insurance, Property management

LOS ANGELES, March 9, 2023 /PRNewswire/ -- Musick, Peeler & Garrett LLP has expanded its team by elevating four partners—Gabriel Duarte, Adam L. Johnson, Jon McNutt and William Tebbe—to equity positions.

Key Points: 
  • LOS ANGELES, March 9, 2023 /PRNewswire/ -- Musick, Peeler & Garrett LLP has expanded its team by elevating four partners—Gabriel Duarte, Adam L. Johnson, Jon McNutt and William Tebbe—to equity positions.
  • The promotion of these attorneys, whom are located in the firm's various offices across Southern California, went into effect as of January 1.
  • "Gabriel, Adam, Jon and Bill consistently deliver top-tier results for our clients and support to their colleagues," De Bryin said.
  • With offices in five major commercial centers across the state, Musick Peeler attorneys know California.