Estate, Gift, and GST Tax Planning
from Estate Planning: MCLE BasicsPlus!®
- Recorded 8/2/2021
-
Add to Favorites List
Speaker(s)
Included Materials
- MCLE-Power-Point-May-2021--KMS-Estate-Gift-and-GST(.PPTX, 285 KB)
- Unedited Transcript(.PDF)
Also Available:
Other videos from Estate Planning: MCLE BasicsPlus!®

Welcome and Introduction
Add to Cart
- Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair

Initial Steps, Fundamentals, and Estate Planning Documents
Add to Cart
- Heidi A. Seely, Esq., Day Pitney LLP, Boston , Chair

Welcome and Introduction
Add to Cart
- Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair

Medicaid and Long-Term Care
Add to Cart
- Patricia C. D'Agostino, Esq., Margolis Bloom & D'Agostino LLP, Wellesley

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

Business Succession in Estate Planning
Add to Cart
- Amy R. Lonergan, Esq., Day Pitney LLP, Boston

Estate, Gift, and GST Tax Planning (continued)
Add to Cart
- Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair

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

Welcome and Introduction
Add to Cart
- Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair

Estate Planning Ethics Hypotheticals
Add to Cart
- Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair

Charitable Planning
Add to Cart
- Laura T. Godine, JD, Eaton Vance WaterOak Advisors, Boston

Welcome and Introduction
Add to Cart
- Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair

Initial Steps, Fundamentals, and Estate Planning Documents (continued)
Add to Cart
- Heidi A. Seely, Esq., Day Pitney LLP, Boston , Chair

Estate Planning with Life Insurance
Add to Cart
- Brian J. DesRosiers, Esq., DesRosiers & Tierney, LLC, Beverly
- David Shannon, CCT Insurance Partners, Burlington

"Ask the Experts" Q&A Session & Key Takeaways
Add to Cart
- Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair

Post-Mortem Planning
Add to Cart
- Christopher A. Voukides, Esq., Day Pitney LLP, Boston

Key Takeaways with Q&A
Add to Cart
- Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair