PLDO Prominent Estate & Trust Attorneys Gene M. Carlino and Bernard A. Jackvony are Featured Speakers at NBI “Estate Planning from A to Z” Seminar
Pannone Lopes Devereaux & O’Gara LLC (PLDO ) Partner Gene M. Carlino and Bernard A. Jackvony, Of Counsel, who are both prominent estate and trust attorneys, will be featured speakers at a National Business Institute (NBI) seminar on “Estate Planning from A to Z” on Monday, and Tuesday, March 19 and 20, 2018 at the Hilton Garden Inn Providence Airport/Warwick, 1 Thurber Street in Warwick. Attorney Carlino will teach a workshop on “Documenting Long-Term Care, Incapacity and End-Of-Life Decisions” on Monday, March 19, 2018 from 1:15 p.m. to 2:15 p.m., followed by a seminar on “Planning for Unmarried and Remarried Couples” from 2:30 p.m. to 3:30 p.m. Attorney Jackvony’s workshop is entitled “Who Is The Fiduciary?” and will take place on Tuesday, March 20, 2018 from 10:15 a.m. to 11:15 a.m. To register for the seminar, visit NBI Estate Planning from A to Z Seminar.
Attorney Carlino is a highly respected attorney with more than 25 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.
Attorney Jackvony is a nationally recognized fiduciary litigator and concentrates his practice in the areas of trusts and estates including litigation, administration and planning for individuals, families, fiduciaries and charitable organizations. He has represented clients in fiduciary litigation in Rhode Island, Florida, New Jersey, California, New York, Massachusetts and Oklahoma. In the late 1990s, he served the citizens of Rhode Island as the state’s Lieutenant Governor.
Attorney Jackvony earned his J.D. from Suffolk University, his LLM in taxation from Boston University and his undergraduate degree in accounting from Bryant University. He is admitted to practice law in Rhode Island and Florida.
About Pannone Lopes Devereaux & O’Gara LLC
Pannone Lopes Devereaux & O’Gara (“PLDO”) attorneys are highly skilled with a proven track record of achievement representing clients with respect to complex matters in a wide range of disciplines and industries. The founders of PLDO were formerly partners in an international law firm and are trained in multiple disciplines. The primary areas of practice for the firm include business law, special masterships, government relations and legislative strategies, civil litigation, real estate development, commercial lending, municipal law, nonprofit law, health care, white collar defense, estate planning, probate administration and trust litigation. The core values of respect, integrity, quality service and responsiveness are stressed each day at PLDO and the firm is committed to supporting the community in a meaningful way. The firm is headquartered at 1301 Atwood Avenue in Johnston, RI with offices in Massachusetts and Florida. For more information, visit www.pldolaw.com.