WESTERN MICHIGAN ESTATE PLANNING COUNCIL

About the presenter:

Katherine M. Sheehan, J.D., AEP

Katie is a Managing Director and Wealth Strategist with Crestwood Advisors, LLC Boston. Prior to joining Crestwood, Katie was a Wealth Strategist at SVB (formerly Boston Private), as well as 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. 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).