Patricia M. Annino
Partner
Patricia M. Annino chairs Prince Lobel Glovsky & Tye’s Estate Planning and Probate Group. She is a nationally recognized authority on estate planning and taxation, with 20 years of experience serving the estate planning needs of families, individuals, and owners of closely held businesses. A member of the firm’s Media and Intellectual Property Group, she represents authors, artists, and musicians in estate planning and probate matters.
Patricia is the author of two widely utilized professional texts: Estate Planning in Massachusetts, part of West Publishing Company’s Massachusetts Practice Series, and Taxwise Planning for Aging, Ill, or Incapacitated Clients, published by the American Institute of Certified Public Accountants.
She is also author of the “Federal Gift Tax,” a chapter in A Practical Guide to Estate Planning in Massachusetts, published by MCLE, and author of “Educating the Client in Estate Planning”, a chapter in New Strategies for Estate Planning: Leading Lawyers on Working with Clients, Updating Traditional Strategies, and Responding to Recent Legal and Economic Developments (Inside the Minds), Thomson Reuters (2009).
In July 2009, Patricia released her latest book, Cracking the $$ Code: What Successful Men Know and You Don’t (Yet). Her other published books include, Women in Family Business: What Keeps You up at Night?(2009), and Women & Money, A Practical Guide to Estate Planning (2004).
Patricia has been quoted in the Wall Street Journal on the topic of estate planning, and has acted as the estate planning consultant to the independent investment research provider, Morningstar. She has also been quoted in the Dallas Morning News, the Chicago Tribune, Marketwatch, Investors.com, the Women’s Business Journal, and interviewed on Bloomberg Television.
While earning her master's degree in taxation at Boston University, she was a member of The Boston University Journal of Tax Law. She has taught “Estate and Gift Taxation” in the Masters in Taxation program at Bentley College and “Estate Planning” in the Masters in Financial Planning program at Bentley College. She has conducted more than 80 seminars for public and private organizations, including the CEO Women’s Group; IBM Corporation; Fidelity Investments; National Tax Institute; Mellon Bank; Liberty Mutual; MFS; the American, Massachusetts, and Boston Bar Associations; the Massachusetts Bankers Association; John Hancock Life Insurance Company and the Harvard Business School Alumni Association.
She has participated in a nationally broadcast teleconference call arranged by the U.S. Department of Labor entitled “Estate Planning for Women” and a nationally broadcast teleconference call arranged by the American Bar Associates (ABA) entitled “Should Your Trusted Adviser Be Your Trustee?”
An Accredited Estate Planner (AEP), Patricia has received the highest (AV) rating from the Martindale-Hubbell Law Directory. Since 2008, Patricia has been selected to The Best Lawyers in America and Boston's Best Lawyers in the specialty of Trusts and Estates.
In addition, Patricia was recognized in the 2004 - 2009 Boston magazine supplements as a Massachusetts “Super Lawyer” in the area of Estate Planning & Probate. In 2006, 2009, and 2010 she was selected in that poll as one of the top 50 female lawyers in Massachusetts.
In 2007, Patricia was voted by her peers in the Boston Estate Planning Council as “Estate Planner of the Year.” She has also been named an expert in the field of Trusts and Estates in the 2010 edition of Legal Media Group’s Expert Guides.
Patricia has a long record of service in professional and community organizations. She is a member of Boston Estate Planning Council Board of Directors, a member of the Board of Visitors for Winchester Hospital Foundation, a member of the Cotting School Medical and Senior Advisory Board, a member of the Smith College President's Council and a member of the Board of Visitors for Suffolk University.
For the Massachusetts Bar Association, she has been a past member of the Probate Council, past chair of the Probate Legislation Committee, and past co-chair of the Probate Education Committee. Patricia also has served as past co-chair of the Boston Bar Association Estate Planning Committee, and on the National Board of Directors of the National Foundation for Teaching Entrepreneurship (NFTE).
She is a member of the Alumni Association Board of Directors for Suffolk University Law School and a member of the Center for Women and Financial Independence at Smith College. She is also a former president of the Alumni President’s Council of Independent Secondary Schools. She was the recipient of the 1988 Distinguished Alumna Award from Newton Country Day School of the Sacred Heart and is a past president of its alumnae association.
Patricia is also the 2009 recipient of Suffolk University Law School’s “Outstanding Alumni Achievement Award.” This annual award is presented to a Suffolk University Law School graduate who has made a significant contribution to both society and the legal profession.
In April 2010, Patricia was elected a Fellow of the American College of Trust and Estate Counsel (ACTEC). ACTEC selects attorneys on the basis of professional reputation and their skills in the field of trusts and estates. Fellows in the College have made substantial contributions to these fields through lecturing, writing, teaching and bar activities.
Patricia also lends her considerable talent and expertise in the practice areas of corporate and media law, making her an invaluable resource to both her colleagues at the firm and to many of Prince Lobel’s clients.
Bar AdmissionsEducation- Boston University, LL.M., Taxation, 1982
- Suffolk University, J.D., 1981
- Smith College, A.B., 1978
Noteworthy- AV® Peer Review Rated
- Fellow, American College of Trust and Estates Counsel (ACTEC)
- 2010: Board of Directors, Boston Estate Planning Council
- 2010: Named an expert in the field of Trusts and Estates in Legal Media Group’s Expert Guides
- 2009: Recipient of Suffolk University Law School’s “Outstanding Alumni Achievement Award”
- 2008 - 2010: Selected to "The Best Lawyers in America" and "Boston's Best Lawyers" in the field of Trusts and Estates
- 2007: Named "Estate Planner of the Year” by her peers in the Boston Estate Planning Council
- 2006, 2009, 2010: Selected as one of the top 50 female lawyers in Massachusetts in Boston magazine’s "Super Lawyers" poll
- 2004 – 2009: Named a Massachusetts “Super Lawyer” in Boston magazine in the area of Estate Planning & Probate
Memberships- Boston Bar Association
- Massachusetts Bar Association
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