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Seminar: Fundamentals of Estate Planning - Part Two
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Seminar:  Fundamentals of Estate Planning - Part Two

5/15/2019
When: Wednesday, May 15, 2019
From 2:00 PM - 3:30 PM
Where: University of Massachusetts Club
32nd Floor, 1 Beacon St
Boston, Massachusetts  02108
United States
Contact: Melissa Striharsky
(978) 364-5170


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The BEPC Education Committee will be hosting the

“Fundamentals of Estate Planning - PART TWO”

on May 15, 2019 from 2:00 PM to 3:30 PM at

the University of Massachusetts Club

Schedule:

2:00 PM - 2:20 PM - Registration, Networking and Light Snacks
2:20 PM - 2:30 PM - Welcome Remarks and Speaker Introductions
2:30 PM - 3:30 PM - Presentation and Q&A

Description:

This program will provide a high level overview of the estate, gift and generation-skipping transfer tax regimes as well as guidance on the preparation of Estate and Gift Tax Returns.

Presenters:

Christine N. Fletcher is a Partner, Private Client Group, in the Boston office of Burns & Levinson.  Her practice is concentrated in the areas of estate planning, estate and gift taxation, probate litigation, and trust and estate administration. She is a graduate of Boston University and Syracuse University’s College of Law.    


Katherine M. Sheehan, J.D.
 is a Director and Senior Trust Officer with Boston Private.  Prior to joining Boston Private Katie was a Partner at DesRosiers, Tierney & Sheehan, LLC, and also practiced at Cody & Cody, LLC and Ruberto, Israel & Weiner.  Her private practice career concentrated in the areas of estate planning, estate and trust administration, charitable planning, long term care planning and elder law.  Prior to private practice Katie served as Trust Counsel for Boston Financial Management.

Katie received her undergraduate degree from Boston College (B.A., magna cum laude, 1998), and her law degree from Suffolk University Law School (J.D., magna cum laude, 2003).  While in law school, Katie served as a research assistant for Professor Charles E. Rounds, Jr., aiding in the completion, of Loring A Trustee’s Handbook (2002 Edition).  Katie has given numerous presentations on a variety of estate and long term care planning topics, and serves regularly as a faculty member for MCLE.  Katie is a member of the Massachusetts Bar Association, the Women’s Bar Association of Massachusetts, the Massachusetts Chapter of the National Academy of Elder Law Attorneys and the Boston Estate Planning Council.  She is licensed to practice in Massachusetts. Katie lives in Duxbury with her husband and three children.  In her free time Katie enjoys yoga, cooking and heading to the beach with friends and family.


Amiel Z. Weinstock, Esq. 
is the owner of AZW Law, LLC, a boutique estate planning practice in Brookline, Massachusetts.  Amiel’s practice is built on a collaborative effort with his clients and their advisors to develop and prepare sophisticated and appropriate estate plans for all types of families.  Amiel is a Fellow of the American College of Trust and Estate Counsel and has been designated as an Accredited Estate Planner by the National Association of Estate Planners & Councils. Amiel also serves on the Steering Committee of the Trusts & Estates Section of the Boston Bar Association where he chairs a program that helps teach younger lawyers to become better public speakers. Amiel is a graduate of the University of Pennsylvania and received his JD and LLM in Taxation from Boston University School of Law.  He is licensed to practice in both Massachusetts and New York.



Category of Track: Legal and Tax
Level of Track: Fundamentals

 

**Please note that the venue does not allow outside food to be brought in. BEPC will be providing light snacks for attendees**