Patricia Annino

Practice Areas

Trusts and Estates; Private Wealth; Tax

Career

Patricia M. Annino is a partner in Rimon’s Trust and Estates Group. A nationally recognized authority on estate planning and taxation, Ms. Annino has more than 30 years of experience serving the diverse needs of families, individuals, and owners of closely-held businesses.

Ms. Annino joins from Prince Lobel, where she served as Chair of the firm’s Estate Planning and Probate Group. Ms. Annino’s practice includes all aspects of private client work, including estate planning; will and trust planning; incapacity planning; prenuptial and postnuptial agreements; estate litigation; advising executors, trustees and beneficiaries and administration of estates and trusts.

Ms. Annino particularly focuses on planning for family business owners, including coordinating their estate planning, corporate and succession needs. In addition, she represents non-profit entities and private family foundations. Ms. Annino testifies as an expert witness in high-stakes divorce cases where trusts and other inherited assets are at risk. Her testimony has been favorably reviewed by the Massachusetts Probate Courts.

A leading voice on estate planning matters, Ms. Annino has been quoted extensively in a wide variety of local and national publications including the Wall Street Journal, Barron’s Dallas Morning News, Chicago Tribune, MarketWatch, Investors.com, and Women’s Business Journal. She has acted as the estate planning consultant to the independent investment research provider, Morningstar, and has been interviewed on Bloomberg Television.

A frequent public speaker, Ms. Annino has presented nationally to high-level donors and trustees of hospitals, museums, and other nonprofits, as well as private banking clients, owners of closely-held businesses, and alumni organizations. She has spoken to various groups about her book, Women and Money: A Practical Guide to Estate Planning, and was interviewed by Family Business Wiki Newsletter in May 2013. Patricia also writes a monthly column for CPA Insider, a newsletter sent to more than 160,000 CPAs and other wealth managers and advisors. She has received many awards, including by Chambers and Partners, Boston Magazine and Euromoney.

Publications

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

Education