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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. 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 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 "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 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