Boca Raton, FL – August 16, 2023 – Pannone Lopes Devereaux & O’Gara LLC (PLDO)’s prominent estate and trust attorneys, Gene M. Carlino and Leah A. Foertsch presented a webinar entitled, “Dead But Not Done: Post Mortem Planning,” to members of the Florida Bar Association on Wednesday, August 16, 2023.
“Given ever-evolving tax laws and how quickly and often circumstances change, it is doubtful that an estate planner can anticipate their client’s precise needs following a death,” said Attorney Carlino. “By using post-mortem planning techniques, offered in conjunction with traditional estate planning practices, estate planners will be able to create a comprehensive estate plan that allows for maximum flexibility and broad discretion. Furthermore, executors and trustees will be able to utilize tax elections and techniques in a way that will ensure your goals are met, despite changes in law and circumstance.”
Attorney Carlino, Partner, is a highly respected attorney with more than 30 years of experience in all areas of estate and tax planning and administration, probate administration and trust litigation, and Medicaid planning and Elder Law. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC), the most prestigious organization in the United States for estate planning and trust counsel, serves as a member of the National Academy of Elder Law Attorneys (NAELA) Tax Steering Committee, and is the former Rhode Island Chapter President of NAELA, a national public policy advocacy group dedicated to the unique needs of the elder population. He is licensed to practice in Florida, Rhode Island and Massachusetts, and is also admitted to the United States Tax Court, United States Court of Federal Claims, the Federal District Court of Rhode Island and the United States District Court for the Southern District of Florida. To contact Attorney Carlino, call 561-362-2030 or email gcarlino@pldolaw.com.
Leah A. Foertsch, Managing Partner, FL, has significant experience advising individuals and families in all areas of trust and estate planning, probate administration asset protection, wealth management and tax strategies. In addition, she represents individuals and businesses in asset protection, wealth management and tax strategies, and has managed multimillion-dollar real estate transactions, including structuring deals and providing title insurance for both commercial and residential properties. She has written extensively on topics in her practice area and is the co-author of The Trust Beneficiary’s Right of Access to Information, published in the Florida Bar Journal. She is licensed to practice in Florida and is a member of the Florida Bar, Tax and Real Property, Probate and Trust sections. To contact Attorney Foertsch, call 561-362-2030 or email lfoertsch@pldolaw.com.
PLDO’s Estate and Trust Planning, Administration and Litigation Team provides a full range of estate planning, trust planning and administration services. Our attorneys have decades of experience and a sophisticated understanding of all the legal and financial aspects of this area of the law, including taxation and estate litigation. For information about PLDO, visit www.pldolaw.com and follow us on LinkedIn, Twitter and Facebook.
