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DTSTART:20140312T113000Z
DTEND:20140312T130000Z
LOCATION:Spinelli's Restaurant (Second Floor, Lakeside Room), Route 1, Lynnfield, MA
UID:1027220140312T113000ZBats in the Belfry, Ghosts in the Attic, Skeletons in the Closet: Becoming a Beacon of Hope for our Clients
DTSTAMP:20260617T212234Z
DESCRIPTION:\nThis event was originally scheduled Feb. 5, 2014 but, due to the snowstorm, was rescheduled to Wednesday, March 12. \n ------\n\nPlease 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. \n ------\n\nEvent Details \n  \nDate: Wednesday, March 12, 2014 \nTime: 7:30-9am \nLocation: Spinelli's Restaurant (Second Floor, Lakeside Room), Route 1, Lynnfield, MA \n  \n ------\n\n \nDescription\n \nBats in the Belfry, Ghosts in the Attic, Skeletons in the Closet: Becoming a Beacon of Hope for our Clients\n \nEven 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. \n \nA continental breakfast will be served from 7:30-8am, and will be followed by our distinguished speakers. \n ------\n\nRegistration\n \nRegistration is required for this event. Please register online [here. ](http://essexcountyepc.org/events/register/10272)\n \nFees are as follows: Members and first-time guests of members, $35; Non-members, $60. \n \nPayment may be made online, at the door, or by check made out to the Essex County Estate Planning Council and mailed to:\n Michelle Xiarhos Curran Essex County Estate Planning Council P.O. Box 1598 Newburyport, MA 01950   ------\n\nAbout Our Speakers\n \nPatricia 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.\n \nPatricia 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. \n \nHer new book, It’s More Than Money: Protect Your Legacy is in final production and will be published shortly.\n \nGerard 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. \n \nGerard is the author of Who Will Drive the Bus?: Guidance for Developing Leaders in the Family Enterprise, which is available on Amazon. \n
SUMMARY:Bats in the Belfry, Ghosts in the Attic, Skeletons in the Closet: Becoming a Beacon of Hope for our Clients - Essex County Estate Planning Council 
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