Help

ALERT

MCLE will close at 4:30pm on Friday, December 20, 2024 so that our staff can celebrate the joys of the season with their loved ones and rest and recharge for the new year. We will reopen on Thursday, January 2, 2025 at 8:30am. We wish you a happy holiday season and a bright 2025!!

Business Succession in Estate Planning

from Estate Planning: MCLE BasicsPlus!®

  • Recorded 8/2/2021
  • Add to Favorites List

Speaker(s)

Amy R. Lonergan, Esq., Day Pitney LLP, Boston

Included Materials

There are no supporting materials for this eLecture.
Also Available:

Other videos from Estate Planning: MCLE BasicsPlus!®

eLecture
Estate Planning: Fiduciary Income Tax Planning Add to Cart
  • Richelle Maguire, CPA, DGC, a Division of PKF O'Connor Davies , Woburn
  • James M. Tierney, Esq., DesRosiers & Tierney LLC, Duxbury
eLecture
Estate, Gift, and GST Tax Planning Add to Cart
  • Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair
eLecture
Initial Steps, Fundamentals, and Estate Planning Documents (continued) Add to Cart
  • Heidi A. Seely, Esq., Day Pitney LLP, Boston , Chair
eLecture
Estate Planning with Life Insurance Add to Cart
  • Brian J. DesRosiers, Esq., DesRosiers & Tierney, LLC, Beverly
  • David Shannon, CCT Insurance Partners, Burlington
eLecture
"Ask the Experts" Q&A Session & Key Takeaways Add to Cart
  • Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair
eLecture
Post-Mortem Planning Add to Cart
  • Christopher A. Voukides, Esq., Day Pitney LLP, Boston
eLecture
Key Takeaways with Q&A Add to Cart
  • Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair
eLecture
Welcome and Introduction Add to Cart
  • Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair
eLecture
Welcome and Introduction Add to Cart
  • Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair
eLecture
Initial Steps, Fundamentals, and Estate Planning Documents Add to Cart
  • Heidi A. Seely, Esq., Day Pitney LLP, Boston , Chair
eLecture
Welcome and Introduction Add to Cart
  • Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair
eLecture
Medicaid and Long-Term Care Add to Cart
  • Patricia C. D'Agostino, Esq., Margolis Bloom & D'Agostino LLP, Wellesley
eLecture
Estate Planning: Ethics Hypotheticals Add to Cart
  • Richelle Maguire, CPA, DGC, a Division of PKF O'Connor Davies , Woburn
  • James M. Tierney, Esq., DesRosiers & Tierney LLC, Duxbury
eLecture
Estate, Gift, and GST Tax Planning (continued) Add to Cart
  • Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair
eLecture
Welcome and Introduction Add to Cart
  • Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair
eLecture
Estate Planning Ethics Hypotheticals Add to Cart
  • Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair
eLecture
Charitable Planning Add to Cart
  • Laura T. Godine, JD, Eaton Vance WaterOak Advisors, Boston
TOP