PLDO Partner and Prominent Estate & Trust Lawyer Gene M. Carlino to be a Featured Speaker at an NBI Seminar on “Estate Planning: Top 8 Tools to Know”
Pannone Lopes Devereaux & O’Gara LLC (PLDO) Partner Gene M. Carlino, a prominent estate and trust attorney, will be a featured speaker at a National Business Institute (NBI) seminar on “Estate Planning: Top 8 Tools to Know” on Tuesday, February 12, 2019 at the Renaissance Providence Downtown Hotel, 5 Avenue of the Arts in Providence. Attorney Carlino will lead three back-to-back, 45-minute workshops beginning at 10 a.m. with a session on “Retirement Benefit Planning Techniques” and followed by workshops on “Tax Minimization Tactics: Portability, Step-Up Basis and More” and “Special Needs Trusts (SNTs) and ABLE Account Strategies.” For more information and to register for the seminar, visit Estate Planning: Top 8 Tools to Know.
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.
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.
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, cyber law, health care law, 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.