Patricia M. Annino is a nationally recognized authority on estate planning and taxation, with more than 25 years experience serving the diverse needs of families, individuals, and owners of closely held businesses. Patricia is Chair of our firm’s Estate Planning and Probate Practice Group. She is also a member of the Media Law Practice Group, representing authors, artists, and musicians in estate planning and probate matters.
She has testified as an expert witness in high-stakes divorce cases where trusts and other inherited assets are at risk. Clients count on her for expertise in inheritance law, trust law, and common law, including real property and intangible property interests. Her opinions have been favorably relied upon by the probate and family court when she has testified.
Patricia has been quoted extensively on estate planning in a wide variety of local and national publications including the Wall Street Journal, Dallas Morning News, Chicago Tribune, Marketwatch, Investors.com, and Women’s Business Journal. She has acted as the estate planning consultant to the independent investment research provider, Morningstar, and has been interviewed on Bloomberg Television.
Patricia is a frequent public speaker, presenting nationally to high-level donors and trustees of hospitals, museums, and other nonprofits, as well as private banking clients, owners of closely held businesses, and alumni organizations. In addition to speaking to various groups about her book Women and Money, Patricia was interviewed by Family Business Wiki Newsletter in May, 2013. Click here to view the video from that interview. Patricia also writes a monthly column for CPA Insider, a newsletter sent to more than 160,000 CPAs and other wealth managers and advisors.
While earning her master’s degree in taxation at Boston University, she was a member of The Boston University Journal of Tax Law. At Bentley College, she has taught ‘Estate and Gift Taxation’ in the Masters in Taxation program, and ‘Estate Planning’ in the Masters in Financial Planning program.
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 and clients at Prince Lobel.
RECENT ARTICLES AND ALERTS
October 2015: Featured Speaker at Family First Institute’s 28th Annual Global Conference.
May 2015: Featured Speaker at the New York State Society of CPAs Estate Planning Conference
April 2015: “Women, Wealth, and Longevity” – guest speaker at the Harvard T.H. Chan School of Public Health
November 2014: “The 10 Best Tax Planning Ideas for 2014” – speaker and panelist at the American Institute of CPAs conference
October 2014: Guest speaker at the Museum of Fine Arts, Boston Wealth Management Seminars
October 2014: Featured speaker at Century Bank 45 Year Celebration
October 2014: “Family Enterprise: Complexities, Constituencies and Constellations” – speaker at at The Family Firm Institute’s 2014 Global Conference
October 2014: “Working Today, Planning for Tomorrow” – speaker to faculty and staff at Dana-Farber Cancer Institute
September 2014: “Women and Philanthropy: The Bottom Line for Planned Giving” – speaker at BNY Mellon 2014 Client Conference
September 2014: Featured speaker at New Hampshire Estate Planning Council Dinner Meeting
June 2014: Keynote speaker at Suffolk University Frost Society Luncheon
May 2014: “Conversations in Philanthropy” – speaker and panelist
May 2014: “Smart Women, Smart Money” – speaker to faculty and staff at Dana-Farber Cancer Institute
May 2014: “New Trends in Estate Planning” at New York State Society of CPAs Annual Estate Planning Conference
April 2014: “Strategic Phases of Philanthropy” at U.S. Trust Private Wealth Management Event
April 2014: “Gift Options for Complex Assets” at State Street Global Advisors 2014 Annual Gift Planning Conference
March 2014: “Working Today, Planning for Tomorrow” – speaker to faculty and staff at Dana-Farber Cancer Institute
February 2014: “Women and Money” at Italian Home for Children
January 2014: “The Strategic Phases of Philanthropy: A Conversation about Giving across Generations” – speaker and co-host at U.S. Trust event
November 2013: “Understanding the Estate Planning Needs of Families and Owners of Closely Held Companies” – featured speaker at Partnership of Philanthropic Planning of Rhode Island
November 2013: Speaker and Panelist at 2013 AICPA Sophisticated Tax Planning Conference
October 2013: Full Day Presentation to Museum of Fine Arts Members and Donors
October 2013: “Family Secrets and Ghosts: Becoming a Beacon of Hope in the Fog”: Family Firm Institute 2013 Conference
September 2013: Featured speaker at Citi Private Bank’s Women’s Series
September 2013: “Women and Money”: Presentation to Donors at Boston Children’s Hospital
September 2013: “Women and Money” at Hebrew Senior Life
August 2013: “Practical Tips and Strategies to Attain Congruent Planning”: Purposeful Planning Institute 2013 Rendezvous
July 2013: “A Conversation About Women & Money With Patricia M. Annino and Derek Sanderson”
June 2013: “Estate Administration in Massachusetts” at Boston Tax Institute
May 2013: “Understanding the Changing Tax Laws to Maximize Your Family and Charitable Goals” – presentation to Mass General Hospital physicians and donors
May 2013: “Wine, Women & Wealth”: Presentation to Graduates of Greater Boston Catholic Schools for Girls
May 2013: “Continuity Governance – Succession Planning for the Family”: American Families Business Conference 2013
March 2013: “Planning for Art and Collectibles”: Museum of Fine Arts Wealth Management Seminar
January 2013: “Understanding Philanthropy in a Changing Time”: Presenter at New England Baptist Hospital Trustee Retreat
December 2012: “The Ethics Behind Estate Planning”: Webinar for West Legal Education Center
November 2012: “A Woman’s World: Thoughtful Year-End Planning”: Panelist at Brown Advisory Program
September 2012: The Friday Forum: “Engaging the Philanthropic Community”
September 2012: Business Family Governance Training: Faculty Member at Business Families Foundation Training Program
September 2012: “She Makes Change”: Three-Part Online Conference Presented by Women’s Philanthropy Institute
September 2012: “The Legal Aspects of Organ and Tissue Donation”: Webinar for West Legal Education Center
June 2012: Guest Speaker at Winchester Hospital Advisory Council: “Women & Money: A Practical Guide to Estate Planning”
May 2012: Featured Speaker at Dana-Farber Cancer Institute Program: “Women & Money: A Practical Guide to Estate Planning”
May 2012: Featured Speaker at Union Club’s “Women of Distinction” Series
April 2012: Moderator at The Americas Families in Business Conference: “Risk Management For Business-Owning Families”
April 2012: Speaker at State Street Global Advisors 2012 Annual Gift Planning Conference
March 2012: Featured Presenter at Museum of Fine Arts Wealth Management Seminar
March 2012: Moderator at Prince Lobel seminar, “Hidden Employment Traps for the Business Owner”
March 2012: Guest Speaker at Winchester Hospital’s Winton Club Business Meeting
January 2012: Webinar: “Estate Planning for the Non-Traditional Family”