Leading Estate Planning and Taxation Attorney, Patricia Annino, joins as Partner in Rimon’s Boston office

News Leading Estate Planning and Taxation Attorney, Patricia Annino, joins as Partner in Rimon’s Boston office Patricia Annino · May 16, 2017

(Boston) – May 15, 2017 – Patricia M. Annino expands Rimon’s Trust and Estates Group as partner in its Boston office. A nationally recognized authority on estate planning and taxation, Ms. Annino brings more than 25 years of experience serving the estate planning needs of families, individuals, and owners of closely held and family-owned businesses.

Ms. Annino joins from Prince Lobel, where she chaired its Estate Planning and Probate Practice Group.  Ms. Annino has been voted by her peers as one of the Best Lawyers in America (trust and estates), a SuperLawyer, a top 50 Massachusetts Female Lawyer, Boston Estate Planning Council’s Estate Planner of the Year and the initial recipient of EuroMoney/Legal Media’s “Best in Wealth Management – USA” award.

A leading voice in regards to estate planning, Ms. Annino has been quoted in a wide variety of local and national publications, including the Wall Street Journal, Barron’s, Dallas Morning News, Chicago Tribune, Marketwatch, Investors.com, and Women’s Business Journal. She has also counseled the independent investment research provider, Morningstar, regarding estate planning, and has been interviewed on Bloomberg Television.

Ms. Annino is also an acclaimed writer, authoring It’s More than Money: Protect Your Legacy, Women & Money: A Practical Guide to Estate Planning, Cracking the $$ Code: What Successful Men Known and You Don’t (Yet), and Women in Family Business: What Keeps You up at Night? She is the author of a two-volume technical legal treatise, Estate Planning with Forms, 3d (Vols. 23-24, Massachusetts Practice Series), published by Thomson Reuters.

Ms. Annino is a frequent public speaker, traveling the country presenting to high-level donors and trustees of hospitals, museums, and other nonprofits, as well as private banking clients, owners of closely-held businesses, alumni organizations, and more. Ms. Annino recently presented at the Family Firm Institute’s 28th Annual Global Conference, leading the session entitled “Family, Business, and Ownership Boundaries: Intellectually sound or incredibly elastic?” Ms. Annino also writes a monthly column for AICPA’s CPA Insider, a newsletter sent to more than 320,000 CPAs.

Ms. Annino is a graduate of Smith College (A.B.), Suffolk University School of Law (J.D.) and Boston University School of Law (LL.M. in Taxation). She is a Fellow of ACTEC (American College of Trust and Estate Counsel). She serves on the Advisory Board of the Indiana University Women’s Philanthropy Institute and the Board of Directors of the Family Firm Institute (F.F.I.) and the Business Families Foundation (B.F.F).

“Patricia is a trusted name in the trust and estate community,” said Rimon’s CEO Michael Moradzadeh. “She joins Lisa Weinstein Burns, an experienced and talented estate planning Partner in Rimon’s Boston office, as well as estate planning Rimon Partners Scott Ross in Palo Alto, Fil Rose in Seattle, and Melinda Fellner in New York to provide our sophisticated clients with strengthened national expertise.”

Rimon, which has 17 offices internationally, is at the vanguard of legal innovation. The firm has been repeatedly recognized by the Financial Times as one of North America’s most innovative law firms. The firm’s managing partners were both named ‘Legal Rebels’ by the American Bar Association’s ABA Journal and have spoken on innovations in the practice of law at Harvard and Stanford Law Schools. Rimon and its lawyers have also received numerous awards for excellence, including from Best Lawyers and Chambers.