Rhode Island – November 18, 2021 – Pannone Lopes Devereaux & O’Gara LLC (PLDO) Partner Gene M. Carlino, a prominent estate, trust and tax attorney, is a featured panelist at a Wealth Management Roundtable on Wednesday, Dec. 1, 2021 from 1:00 p.m. to 2:30 p.m., hosted by Rhode Island Foundation and Washington Trust Wealth Management. Attorney Carlino will be joined by Laura H. Yalanis, Partner, Director of Tax Services at KLR, LLC for a discussion on “Options and Opportunities in a Changing Tax Environment.” The discussion is designed especially for professional advisors and will cover topics such as changes to estate and gift tax exemptions, restrictions on the use of Roth and traditional IRAs, and an increase in tax brackets and rates for income and capital gains. Continuing education credits are available. For more information and to register, please visit http://e.washtrust.com/EmailTracking/NView?id=DPXHtvgXtkqofURmgGEreA&e=sample.
Attorney Carlino 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. His significant experience in Elder Law includes advising individuals and families in all phases of the long-term care and Medicaid planning, and handling appeals through the state administrative hearing process. The depth and breadth of his experience is extensive in all areas of his practice and includes estate planning for high-net-worth individuals, asset protection and representing individuals before the Internal Revenue Service in contested assessments during the examination phase, before the Appeals Division, and at trial in the United States Tax Court, the United States Court of Federal Claims, and the Federal District Court. In addition, Attorney Carlino advises clients in all matters of federal income tax planning, including structuring and implementing like-kind exchanges from routine to a highly sophisticated nature, and advising corporate taxpayers and shareholders in connection with tax-free reorganizations.
Attorney Carlino earned his J.D. from Boston University School of Law, his LLM in Taxation from New York University School of Law and a B.S. in Accountancy from Providence College, magna cum laude. He is admitted to practice law in Rhode Island, Massachusetts and Florida.
He 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.
To contact Attorney Carlino, call 401-824-5100 or email gmcarlino@pldolaw.com. For information about PLDO, visit www.pldolaw.com and follow us on LinkedIn, Twitter and Facebook.
