Articles & Publications
Chambers and Partner’s Private Wealth Practice 2025
I’m honored to be a contributor to the Chambers and Partner’s Private Wealth Practice 2025 guide. You can find the full guides, including my chapters on Massachusetts Law and Practice and Developing Trends.
Shake It Off: What Taylor Swift Can Teach Women in Family Enterprise
By Patricia Annino
Longevity in the Family Business Context: Implications for Leadership and Succession
By Patricia Annino and Judy Green, Tharawat Magazine
Your vacation home: Enjoy it while you are alive, and plan for it at your death.
By Patricia Annino, Esquire, and Dara Factor, Esquire
Publications
Contributing Author, Asia’s Succession Moment: Closing the Planning Gap to Safeguard Legacy, Wealth Management Institute, September, 2025.
Contributing Author, “Chambers and Partners Private Wealth 2025 Global Practice Guide,” September, 2025
CoAuthor of Chapter inside, “Business Families and Family Businesses”, The STEP Handbook for Advisers, Third Edition, 2025
Author, “Exiting the Family Business Is as Tricky as Leaving Your Lover.” FFI Practitioner January 29, 2025
CoAuthor, “Letting Time Pass You By: Why Next Generation Daughters and Sisters Fail to Negotiate Their Futures Today.” FFI Practitioner July 9, 2024
Author, Mastering Family Business Dynamics. Nautilus Navigator, 2024
Author, Applied Research on the Role of Wives and Mothers in the Family Enterprise: A Curated edition of FBR Articles, FFI Practitioner, November 1, 2023
Author, The importance of buy-sell agreements. Nautilus Navigator, 2022
Author, Benefits and Pitfalls of buy-sell agreements. Nautilus Navigator, 2022
Author, Commentary of The Governance Marathon in Family Enterprise, FFI Practitioner April 12, 2022
Author, Commentary on Professionalizing the Family Business, FFI Practitioner January 29, 2020
CoAuthor, “Understanding the Complexity of Mental Incapacity When Advising Family Business Owners.” FFI Practitioner September 22, 2020
Author, Commentary on Professionalizing the Family Business, FFI Practitioner, January 29,
Contributing Author, “Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors,” September, 2022
Author, “Planning for the Sudden Death of a Family Business Leader,” FFI Practitioner, June 15, 2022
Author, “From Vixens to Victorious: The rise of women’s power, competition, and ambition in family business leadership,” FFI Practitioner, November 27, 2019
Podcast, “The Role of Women in Legacy and Estate Planning”, FFI Practitioner, May 19, 2021
2019 – Author, “Probate Law and Practice with Forms,” 3d (vols. 21-22, Massachusetts Practice Series)
2019 – Author, “Planning for Longer Lives Should Be a Family Project”, Barron’s, April 30, 2019
1998- present Author, Volumes 23 and 24 of Massachusetts Practice Series, Estate Planning in Massachusetts (with Forms), Thomsen Reuters Publishing Company
2016- present, Author Volumes 21 and 22 of Massachusetts Practice Series, Probate Administration in Massachusetts, Thomsen Reuters Publishing Company
2018. Podcast: Wealth of Wisdom Podcast – Episode 9. “How Can You Prepare for Longevity and Mental Incapacity Among Family Members?“
2014 It’s More Than Money: Protect Your Legacy
February 2011- present: Regular contributor to CPA Insider, a monthly e-newsletter published by the American Institute of CPAs. Patricia writes regularly on topics such as estate planning, investment planning, real estate, eldercare, and more.
A regular contributor to MCLE publications, including the “Federal Gift Tax” chapter in A Practical Guide to Estate Planning in Massachusetts and the chapter “Literature, Art, Music and Computer Programs” in Drafting Wills and Trusts in Massachusetts.
“Educating the Client in Estate Planning,” a chapter in the 2009 Thomson Reuters publication New Strategies for Estate Planning: Leading Lawyers on Working with Clients, Updating Traditional Strategies, and Responding to Recent Legal and Economic Developments (Inside the Minds).
Patricia published her updated edition of Women and Money: A Practical Guide to Estate Planning. This latest edition incorporates the changes to the current laws and provides a wealth of additional information to both educate and empower the reader, April, 2011
Cracking the $$ Code: What Successful Men Know and You Don’t (Yet), 2009
Women in Family Business: What Keeps You up at Night?, 2009
Women & Money, A Practical Guide to Estate Planning, 2004
ADDITIONAL PUBLICATIONS
September 2020: “Understanding the Complexities of Mental Incapacity When Advising Family Business Owners” – FFI Practictioner
April 2019: “Planning for Longer Lives Should Be a Family Project”- Barron’s Magazine
November 2018: “Longevity in The Family Business Context: Implications for Leadership and Succession” – Tharawat Magazine.
June 2018: “Planning Ahead for Longer Lifespans” – Barron’s – Penta
January 2018: “The Increasing Importance of Focusing on Both Sides of Competence for Family-Owned Enterprises” – FFI Practitioner
January 2018: “Ticking Time Bombs in Investment Portfolios You Might be Unaware of” – FFI Practitioner
August 2016: “Why You Should Review the Funding of Your Clients’ Irrevocable Trusts” – CPA Insider
April 2016: “Key Questions to Ask the Family Business Owner Who Plans to Sell” – CPA Insider
March 2016: “3 Steps Clients with Kids in College Need to Take” – CPA Insider
March 2016: “What to do When a Client Wants to Give an LLC or Limited Partnership Unit to Charity” – CPA Insider
February 2016: “Don’t Let Our Clients Miss Out on the IRD Deduction” – CPA Insider
October 2015: “Don’t let Clients Overlook These Key Estate Planning Issues” – CPA Insider
September 2015: “Charitable Bailouts Can Save Your C Corporation Clients Big on Taxes” – CPA Insider
July 2015: “Avoid these Errors on the Federal Gift Tax Return” – CPA Insider
June 2015: “Clients divorcing? Be sure to handle these estate planning details” – CPA Insider
June 2015: “Avoid These Common Mistakes When Preparing a Federal Estate Tax Return” – CPA Insider
April 2015: “Ensure That Your Client’s Trusts Don’t Endanger Their Corporations’ S Status” – CPA Insider
March 2015: “Why Focus on Estate Planning?” – CPA Insider
February 2015: “Help your Clients Choose the Right Beneficiaries” – CPA Insider
December 2014: “How CPAs Can Help Clients Address the No. 1 Planning Obstacle” – CPA Insider
October 2014: “Boilerplate Trust Clauses” – Journal of Accountancy
October 2014: “Estate planning for the 99%” – CPA Insider
September 2014: “Common Post-ATRA Estate Planning Mistakes” – CPA Insider
July 2014: “The Importance of Boilerplate Trust Clauses: Sterling, the Clippers, and Incapacity” – CPA Insider
June 2014: “Challenges to Advising Clients in Late-Life Marriages” – CPA Insider
March 2014: “Portability vs. Credit Shelter Trust: Which Should Your Clients Use?” – CPA Insider
February 2014: “Strategies to Strengthen the Accountant/Attorney Team” – CPA Insider
January 2014: “Planning at the Intersection of Income and Estate Taxes” – CPA Insider
December 2013: “Understanding the Pitfalls and Risks of Irrevocable Trusts” – CPA Insider
November 2013: “Decanting Trusts” – SumNews, the magazine of the Massachusetts Society of CPAs
September/October 2013: “What to Consider When You’re Asked to Serve as a Trustee” – CPA Insider
August 2013: “CPAs as Trusted Advisors: Helping Clients Through Disruptive Life Events” – CPA Insider
July 2013: “Modern Reproductive Options Are Creating Interesting New Wrinkles in the Estate Planning Process” – CPA Insider
June 2013: “Family Business Succession Planning for the “Lost Generation” – CPA Insider
May 2013: “Pros and Cons of Guardianships for Parents of Impaired Adults” – CPA Insider
April 2013: “Estate Planning Trends You Need to Know About” – CPA Insider
March 2013: “For-Profit Philanthropy: Has its Time Come?” – Wealth Management Insider
February 2013: “What Do You Mean Irrevocable? I Want to Amend That Trust” – Wealth Management Insider
January 2013: “But Mom and Dad Promised Me Their Entire Estate … or at Least Their Home” – Wealth Management Insider
December 2012: Year-End Reasons to Give to Charity: Charitable Milestones Offer Inspiration – Wealth Management Insider
November 2012: “Understanding the Systems Perspective When Running a Family Business” – Wealth Management Insider
November 2012: “Estate Planning For An Unpredictable Future” – Wealth Management Insider
October 2012:”Four Trends in Estate Planning” – Wealth Management Insider
September 2012: “Now is the Time to make Tax-Free Gifts” – Client Alert
August 2012: “Why it Pays to Consider a Congruency Audit” – Wealth Management Insider
July 2012: “Four Common Estate Planning Mistakes and How to Avoid Them” – Women in Medicine Bulletin
July 2012: “Long-term Care Insurance Regardless of Your Client’s Net Worth” – Wealth Management Insider
June 2012: “You Are Challenging My Will – But I’m Not Dead Yet!” – Wealth Management Insider
May 2012: “Understanding the Basics Behind Organ and Tissue Donations” – Wealth Management Insider
April 2012: “Estate Planning for Valuable Art” – Wealth Management Insider
March 2012: “Gifting Ownership of a Vacation House: A Gift or a Curse? – Wealth Management Insider
February 2012: “Does Your Client Have a Beneficiary With a Substance Abuse Problem?” – Wealth Management Insider
January 2012: “Is Your Estate Planning in Better Shape Than Stieg Larsson’s? Nine New Year’s Resolutions You and Your Clients Can’t Do Without” – Wealth Management Insider