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:

Sheehey Welcomes Two Attorneys to the Firm

Sheehey Furlong & Behm, is pleased to announce that attorneys Lewis K. Sussman and Alexandrea L. Nelson have recently joined the firm.

Lewis K. Sussman brings more than 40 years of experience as a real estate and estate planning attorney.  Prior to joining the firm, Lewie practiced at the law firm of Pierson Wadhams Quinn Yates & Coffrin, LLP for many years. Lewie’s practice focuses on commercial real estate transactions, estate planning and administration, and general corporate work.  He is recognized by The Best Lawyers in America for his work in Real Estate Law.  Lewie is admitted to practice in Vermont and the United States District Court for the District of Vermont. He is a graduate of Gonzaga University School of Law.

Alexandrea L. Nelson has joined the firm as an associate attorney.  Prior to joining the firm, Alex served as a federal court judicial law clerk for three years.  First, she served as a law clerk to District Judge Dee V. Benson in the United States District Court for the District of Utah. Next, she clerked for Magistrate Judge Paul M. Warner, also in the United States District Court for the District of Utah.  Most recently, she clerked for Judge Peter W. Hall in the United States Court of Appeals for the Second Circuit.  Her practice focuses primarily on commercial litigation. Alex graduated first in her class and Order of the Coif from the University of Utah S.J. Quinney College of Law.  She served as the managing editor of the Utah Law Review and a member of the SJQ Corporate Transactional Law Team.