Rhode Island – September 6, 2022 – Pannone Lopes Devereaux & O’Gara LLC (PLDO) Partner Gene M. Carlino, a highly respected attorney with more than 25 years of experience in all areas of estate and tax planning and administration, will present a “New England States Trust & Estate Update” at the American College of Trust and Estate Counsel’s (ACTEC) New England Regional Meeting on September 12, 2022, in Rockport, Maine.
Attorney Carlino is a Fellow of ACTEC, the most prestigious organization in the United States for estate planning and trust counsel comprised of approximately 2,400 lawyers and law professors from across the globe. Fellows are peer-elected and chosen by the Board of Regents based on their “outstanding reputation, exceptional skill, and substantial contributions to the estate planning field by lecturing, writing, teaching, and participating in bar activities.”
As a member of the firm’s Estate and Trust Planning, Administration and Litigation Team, Attorney Carlino counsels clients in a wide range of areas that include funded revocable trusts, funded irrevocable trusts, funded life insurance trusts, planning for families with a noncitizen spouse and for families with special needs children or beneficiaries, grantor retained annuity trusts, sales to irrevocable trusts using a conventional promissory note and/or using a self-canceling installment note, and domestic asset protection trusts. In addition, Attorney Carlino has significant experience in the practice of Elder Law, including advising individuals in all phases of the Medicaid planning and the eligibility process, assisting in designing and implementing Medicaid plans and handling appeals through the state administrative hearing process.
Attorney Carlino can be reached at his Johnston, Rhode Island office at 401-824-5100, or at his Boca Raton, Florida office at 561-362-2030 and toll free at 866-353-3310, or email gmcarlino@pldolaw.com.
To learn more about ACTEC, visit www.actec.org. For more information about PLDO, visit www.pldolaw.com and follow us on LinkedIn, Twitter and Facebook.
