PLDO Partner and Prominent Estate & Trust Lawyer Gene M. Carlino to be a Featured Speaker at an NBI Seminar on “Medicaid Lookback Rules and Planning”
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 “Medicaid Lookback Rules and Planning” on Thursday, November 8, 2018 at the Crowne Plaza, 801 Greenwich Avenue in Warwick. Attorney Carlino will lead two afternoon workshops: “The Lookback Period and Qualifying Asset Transfers Rule,” from 1:00 p.m. to 2:30 p.m., which will be immediately followed by a discussion on “Irrevocable Trusts in Medicaid Planning.” For more information and to register for the seminar, visit Medicaid Lookback Rules and Planning.
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 partnersin 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 trustlitigation. 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 https://www.pldolaw.com.