Bats in the Belfry, Ghosts in the Attic, Skeletons in the Closet: Becoming a Beacon of Hope for our Clients
This event was originally scheduled Feb. 5, 2014 but, due to the snowstorm, was rescheduled to Wednesday, March 12.
Please join the Essex County Estate Planning Council for our March 12 event - Bats in the Belfry, Ghosts in the Attic, Skeletons in the Closet: Becoming a Beacon of Hope for our Clients - featuring speakers Patricia M. Annino, Esq. and psychologist Gerard J. Donnellan, PhD.
Description
Bats in the Belfry, Ghosts in the Attic, Skeletons in the Closet: Becoming a Beacon of Hope for our Clients
Even the most astute and thoughtful among us can lose sight of issues which, if not addressed, threaten to destroy the stability of the family enterprise. This interactive, case-focused presentation addresses “the ghosts in the room” and secrets in the family that can undermine family harmony and the legal, financial, ownership and business considerations of estate planning. The presenters, Patricia M. Annino, Esq., a Boston attorney, and Gerard J. Donnellan, PhD, an organizational psychologist, will discuss multi-disciplinary collaboration, the difficulties of this work and the tools and models they find most useful.
A continental breakfast will be served from 7:30-8am, and will be followed by our distinguished speakers.
Registration
Registration is required for this event. Please register online here.
Fees are as follows: Members and first-time guests of members, $35; Non-members, $60.
Payment may be made online, at the door, or by check made out to the Essex County Estate Planning Council and mailed to:
Michelle Xiarhos Curran Essex County Estate Planning Council P.O. Box 1598 Newburyport, MA 01950About Our Speakers
Patricia M. Annino, Esq. is chair of the Estate Planning Practice at Prince Lobel Tye LLP, a Boston-based law firm. She is a nationally-recognized expert and author on estate planning, particularly the estate planning needs of family businesses. Patricia speaks regularly on many issues of concern to families and their closely-held businesses.
Patricia was awarded “Best in Wealth Management” by Euromoney Legal media and has been recognized as a "Best Lawyer in America." She is a Fellow of American College of Trust and Estate Counsel.
Her new book, It’s More Than Money: Protect Your Legacy is in final production and will be published shortly.
Gerard J. Donnellan, PhD, president of BIG LEAP, Boston - an organizational and individual development firm - is an organizational psychologist, psychoanalyst and family business consultant. He has been an adjunct professor at Brandeis University, International School of Business. He developed and taught the course The Family Enterprise in the MBA program. He is a member of the Boston Estate Planning Council, a Fellow of the Family Firm Institute and a life member of the American Psychological Association.
Gerard is the author of Who Will Drive the Bus?: Guidance for Developing Leaders in the Family Enterprise, which is available on Amazon.
