A successful estate planning practice requires knowledge of federal and state statutes, rulings, and case law on a variety of substantive areas including taxation, trust, will, and property law. You must also possess finely-tuned interview skills, as well as the ability to elicit and effectively use a substantial body of financial and personal data for each client.
This signature program gives you an overview of planning for a modest estate and the in-depth knowledge you need to plan for a variety of estate matters and effectively run your practice. The faculty focus on the practical application of the law and skills involved in planning an estate value of less than $2,000,000, although concerns that arise in larger estates are also covered. You learn the impact of both the Massachusetts and the federal estate tax exemptions. You also get advice on preparing wills, trusts, health care proxies, and powers of attorney based on your client’s financial situation.
This signature program gives you an overview of planning for a modest estate and the in-depth knowledge you need to plan for a variety of estate matters and effectively run your practice. The faculty focus on the practical application of the law and skills involved in planning an estate value of less than $2,000,000, although concerns that arise in larger estates are also covered. You learn the impact of both the Massachusetts and the federal estate tax exemptions. You also get advice on preparing wills, trusts, health care proxies, and powers of attorney based on your client’s financial situation.
Course Content
Day One: Monday, May 19th, 20259:30 - 9:35 am - Welcome and Introduction
Katherine M. Sheehan, J.D., AEP,
Crestwood Advisors, Boston
9:35 - 10:35 am - Initial Steps, Fundamentals, and Estate Planning Documents
Heidi A. Seely, Esq.,
Day Pitney LLP, Boston
10:34 - 10:40 am - Break
10:40 - 11:20 am - Initial Steps, Fundamentals & Estate Planning Documents (continued)
Heidi A. Seely, Esq.,
Day Pitney LLP, Boston
11:20 - 11:25 am - Break
11:25 - 12:45 pm - Planning with Life Insurance
Brian J. DesRosiers, Esq.,
DesRosiers & Tierney, LLC, Beverly
12:45 - 1:30 pm - Lunch (on your own)
1:30 - 2:40 pm - Fiduciary Income Tax Planning
James M. Tierney, Esq.,
DesRosiers & Tierney LLC, Duxbury
2:40 - 3:10 pm - Ethics Hypotheticals
James M. Tierney, Esq.,
DesRosiers & Tierney LLC, Duxbury
3:15 - 4:15 pm - Business Succession Planning
Amy R. Lonergan, Esq.,
Day Pitney LLP, Boston
4:15 - 4:30 pm - 'Ask the Experts' Q&A Session and Key Takeaways
Panel
Day Two: Tuesday, May 20th, 2025
9:30 - 9:35 am - Welcome and Introduction
9:35 - 10:45 am - Estate, Gift and GST Tax Planning
Katherine M. Sheehan, J.D., AEP,
Crestwood Advisors, Boston
10:45 - 10:50 am - Break
10:50 - 11:45 am - Estate, Gift and GST Tax Planning (continued)
Katherine M. Sheehan, J.D., AEP,
Crestwood Advisors, Boston
11:45 - 12:15 pm - Ethics Hypotheticals
Katherine M. Sheehan, J.D., AEP,
Crestwood Advisors, Boston
12:15 - 1:00 pm - Lunch (on your own)
1:00 - 1:45 pm - Medicaid and Long Term Care
Patricia C. D'Agostino, Esq.,
Margolis Bloom & D'Agostino LLP, Wellesley
1:45 - 1:50 pm - Break
1:50 - 2:50 pm - Post - Mortem Planning
Christopher A. Voukides, Esq.,
Day Pitney LLP, Boston
2:50 - 2:55 pm - Break
2:55 - 4:10 pm - Charitable Planning
Kelly J. Guarino, Esq.,
Fiduciary Trust Company, Boston
4:10 - 4:30 pm - 'Ask the Experts' Q&A Session and Key Takeaways
Panel
Speaker(s)
ChairKatherine M. Sheehan, J.D., AEP,
Crestwood Advisors, Boston
Faculty
Patricia C. D'Agostino, Esq.,
Margolis Bloom & D'Agostino LLP, Wellesley
Brian J. DesRosiers, Esq.,
DesRosiers & Tierney, LLC, Beverly
Kelly J. Guarino, Esq.,
Fiduciary Trust Company, Boston
Amy R. Lonergan, Esq.,
Day Pitney LLP, Boston
Heidi A. Seely, Esq.,
Day Pitney LLP, Boston
James M. Tierney, Esq.,
DesRosiers & Tierney LLC, Duxbury
Christopher A. Voukides, Esq.,
Day Pitney LLP, Boston
