Archives for November 2018

Sheehey Employment Practice Group Hosts Seminar

On October 4, 2018 Sheehey attorney’s Arline Duffy, Heather Ross, and Walter McCarthy presented a free Employment Law Seminar designed for business owners and HR professionals at Hotel Vermont.

Topics included an update on recent state legislative changes, with a focus on the impact of marijuana legalization, continuing challenges posed by the paid sick leave law, and limitations on wage and salary discussions in the workplace.  Sexual harassment in the workplace in light of the “me too movement” was also covered as well as practical tips and insights on how to successfully document interactions with employees.

Mark E. Melendy to Present at Estate Planning from A to Z Seminar

Sheehey attorney Mark E. Melendy will speak at the National Business Institute’s Estate Planning from A to Z seminar.  This 2-day course will be held November 29th and 30th at the Hilton Burlington.   This course is designed for attorneys, estate and financial planners, trust officers, paralegals, accountants and tax professionals.

Mark’s practice at the firm focuses on estate planning, business succession planning, estate administration and tax planning.  Mark was a member of the joint bar and banking committee charged with preparing the Vermont Trust Code for legislative approval.

For more information on this seminar click here.

Daphne Moritz to Present on Inherited IRAs in Estate Planning

On November 28, 2018, Sheehey Furlong & Behm P.C., Estate Planning Attorney, Daphne Moritz, will present a national teleconference on Inherited IRAs and Estate Planning through the National Business Institute. This teleconference is designed for attorneys and also benefits accountants, CPAs, trust officers, and paralegals seeking to increase their knowledge of IRA rules and trusts. The conference will focus on IRA rollovers and minimum distribution rules to help clients maximize the benefits of inherited IRAs after the Supreme Court’s 2014 Clark v. Rameker decision. Topics include clarifying required minimum distribution rules and the best ways to comply; determining whether an IRA trust is a wise choice for your clients; and how to resolve multiple beneficiary challenges.

To register click here: