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"Ask the Experts" Q&A Session & Key Takeaways from Estate Planning: MCLE BasicsPlus!® Recorded 8/2/2021 Add to Favorites List Speaker(s) Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston Included Materials There are no supporting materials for this eLecture. 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 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 Estate, Gift, and GST Tax Planning Add to Cart Katherine M. Sheehan, J.D., AEP, Crestwood Advisors, Boston , Chair 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 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 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 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, Wellesley 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