February 25, 2026 – 10-11am ET
Taking a values-based, systemic approach to inheritance planning, this webinar presents an inheritance checklist to help family owners navigate inheritance planning with purpose and resilience amid today’s turbulent times. It is designed for families that own family businesses, family offices, investment portfolios, and broader family enterprises.
Learning takeaways:
- Learn a comprehensive approach to inheritance planning for families that own a broad range of assets and companies.
- Assess the family’s preparedness for disruptive events, such as global change, disability, disaster, and the “day after.”
- Recognize the importance of aligning core inheritance and business documents and plans, to ensure continuity and trust across generations, especially during turbulent periods.
Leadership Styles for Turbulent Times 
Future Family Enterprise Program at MIT Sloan 
Navigating Turbulence as Owners of a Family Enterprise 
Wealth Strategy 
Ms. Annino is an attorney and nationally recognized authority on estate planning with more than 30 years of experience serving the estate planning needs of families, individuals, and owners of closely held and family owned businesses. Ms. Annino has been voted by her peers as one of the Best Lawyers in America (trusts and estates), a SuperLawyer, a top 50 Massachusetts Female Lawyer, Boston Estate Planning Council’s Estate Planner of the Year, and the initial recipient of EuroMoney/Legal Media’s “Best in Wealth Management- USA” award.