“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 has been inspiring women and men on wealth management and retention for over 20 years. She travels extensively, addressing audiences on topics including, “How the Stars Align: A Look at How the Wealthy Plan,” Hold On to Your Purse Strings: Savvy Estate Planning for Women Today” and many more.
She chairs Prince, Lobel and Tye’s Estate Planning and Probate Group, and is a nationally recognized authority on estate planning and taxation, serving the estate planning needs of families, individuals, and owners of closely held businesses. Also a member of the firm’s Media and Intellectual Property Group, she represents authors, artists and musicians in estate planning and probate matters.
An Accredited Estate Planner (AEP), Patricia has received the highest (AV) rating from the Martindale-Hubbell Law Directory. Since 2008, Patricia has been selected to “The Best Lawyers in America in the specialty of Trusts and Estates.” In addition, Patricia since 2004 Patricia has been recognized in the 2004–2009 Boston magazine supplements as a Massachusetts “Super Lawyer” in the area of Estate Planning & Probate. In 2006, 2009, and 2010 she was selected in that poll as one of the top 50 female lawyers in Massachusetts.
Patricia has been quoted in the Wall Street Journal on the topic of estate planning, and has acted as the estate planning consultant to the independent investment research provider, Morningstar. She has also been quoted in the Dallas Morning News, the Chicago Tribune, Marketwatch, Investors.com, the Women’s Business Journal and interviewed on Bloomberg Television.
She is the author of Cracking the $$ Code: What Successful Men Know and You Don’t (Yet), (2009). Her other published consumer works include, Women in Family Business: What Keeps You up at Night? (2009). Women & Money, A Practical Guide to Estate Planning, first published in 2004, has been revised and updated for 2011 to reflect changes in estate planning laws was listed as recommended reading in the Wall Street Journal.
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She is also the author of two widely utilized 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 two chapters that appear in professional texts on estate planning.
Patricia’s commitment to the community is evident in her volunteer and philanthropic work. She’s a member of the Board of Visitors for Winchester Hospital Foundation, a member of the Cotting School Medical and Senior Advisory Board, a member of the Smith College President’s Council, member of the Board of Directors of the Suffolk University School of Law, Alumnae Association and a member of the Board of Visitors for Suffolk University. In addition, she is passionate about education for special needs children, seeking opportunities to provide needed funding to special education institutions.
