Rhode Island – March 31, 2021 – Pannone Lopes Devereaux & O’Gara LLC (PLDO) Partner Gene M. Carlino, a prominent estate and trust attorney, will be the featured speaker for a series of online seminars on estate planning, trusts and tax fundamentals on April 12, 19, and 26, hosted by the National Business Institute (NBI). Each workshop will be held from 2:00 p.m. to 4:15 p.m. and cover different topics and material. For details on the individual seminars and to register through the NBI portal, please click the title of the seminar: April 12 – Rhode Island Estate Planning Essentials; April 19 – Preparing Rhode Island Wills & Trusts, and April 26 – Tax Fundamentals for Estate Planning Attorneys.
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.