About Patricia

“You hold the power. Understand what your risks are, pick up the keys to the kingdom and take that first step.”
~ Patricia Annino

 

Patricia Annino

Patricia Annino has been educating, inspiring and empowering women on wealth and legacy for over 30 years. She travels extensively, addressing audiences on topics including, “Hold On to Your Purse Strings: Savvy Estate Planning for Women Today”, “The Estate Planning Secret Women Do Not (But Need To) Know” and many more.

Patricia Annino educates and empowers women to value themselves and their contributions in order to ACCOMPLISH GREAT THINGS in the world- and in so doing PROTECT THEMSELVES, those they love and the organizations they care about.

She chairs the Estate Planning and Probate Practice Group at the Boston law firm, Prince Lobel Tye LLP, and is a nationally recognized authority on estate planning, serving the needs of families, individuals, owners of closely held businesses and philanthropic organizations.

Patricia has presented more than 250 keynote speeches, workshops and panel discussions to professional advisors who want to understand more about the power of the “double inheritor baby boomer woman”, charitable organizations (including donor presentations and trustee retreats), and women of all ages and stages of life.

An Accredited Estate Planner (AEP), Patricia has received the highest (AV) rating from the Martindale-Hubbell Law Directory. Since 2008, Patricia has been selected by her peers as one of “The Best Lawyers in America in the specialty of Trusts and Estates, a Massachusetts “Super Lawyer” in the area of Estate Planning & Probate, a Top 50 Female Massachusetts SuperLawyer, Boston Estate Planning Council’s “Estate Planner of the Year” (2007) and The Euromoney Legal Media Group “Best in Wealth Management” award at the Americas Women in Business Law award ceremony in New York City in 2012 and the 2013 “Top Women of Law” Award from Massachusetts Lawyer’s Weekly. This award celebrates legal educators, trailblazers and role models who have demonstrated outstanding accomplishments in their chosen fields. Patricia is a Fellow of the American College of Trust and Estates Counsel (ACTEC).

In addition to recognition by her professional peers, Patricia is the 2009 recipient of Suffolk University School of Law’s “Outstanding Alumni Achievement Award) and the 1988 recipient of the 1988 Distinguished Alumnae Award from Newton Country Day School of the Sacred Heart.

Patricia has been quoted in the Wall Street Journal, Dallas Morning News, The Chicago Tribune, Marketwatch, and Investors.com and has acted as the estate planning consultant to the independent investment research provider, Morningstar. She has been interviewed on Bloomberg Television and FOX Business. She is the author of four consumer books: “Women & Money, A Practical Guide to Estate Planning, (listed as recommended reading in the Wall Street Journal), “It’s More Than Money: Protect Your Legacy”, Cracking the $$ Code: What Successful Men Know and You Don’t (Yet), and “Women in Family Business: What Keeps You up at Night?”(All available at www.amazon.com).

A Boston native, Patricia is a graduate of Newton Country Day School of the Sacred Heart, Smith College, Suffolk University School of Law and the Boston University School of Law, Graduate Tax Program.

Women and Money by Patricia Annino

 

Front Cover Cracking the $$ Code by Patricia Annino Women in Family Business by Patricia Annino

She is also the author of two professional texts: Estate Planning in Massachusetts from West Publishing Company and Taxwise Planning for Aging, Ill, or Incapacitated Clients, published by the American Institute of Certified Public Accountants. She’s also penned several chapters that appear in professional texts on estate planning. Patricia writes a monthly estate planning column for A.I.C.P.A. which reaches more than 260,000 certified public accountants.

Patricia’s lifelong commitment to her profession is evidenced by her contributions to professional education, having chaired the Massachusetts Bar Association Probate Legislation Committee, Boston Bar Association Estate Planning Committee, the international boards of Business Families Foundation (BFF) and Family Firm Institute (FFI).

Patricia’s commitment to the community is evident in her volunteer and philanthropic work. She has served as President of the Suffolk University School of Law Alumni Association, President of the Newton Country Day School Alumnae Association, chair of the Winchester Hospital Professional Advisors Committee, member of the New England Baptist Hospital Planned Giving Committee, member of the national board of directors of The National Foundation for Teaching Entrepreneurship (NFTE), President of the national Alumni President’s Council of Independent Secondary Schools (APC), a member of the Smith College President’s Council and the Smith College Center for Women and Financial Independence.

 

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