Boston Private is pleased to announce Director and Senior Trust Officer Katherine Sheehan is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).
The Accredited Estate Planner designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The designation is awarded by NAEPC to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation and character. An AEP designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.
Ms. Sheehan has more than two decades of experience in the areas of estate planning, estate and trust administration, charitable planning, long term care planning and elder law. Prior to joining Boston Private, she was a Partner at DesRosiers, Tierney & Sheehan, LLC, and served in roles at Cody & Cody, LLC and Ruberto, Israel & Weiner. Ms. Sheehan began her legal career as a Trust Counsel for Boston Financial Management.
“Boston Private is committed to providing the highest quality service to our clients and as such, I am honored to uphold that standard by becoming a certified AEP designee,” said Ms. Sheehan. “NAEPC has been a valuable resource as I continue to advance and refine my interdisciplinary skills to best serve our clients with their most important trust and estate planning needs.”
NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.
Ms. Sheehan holds a B.S. in political science from Boston College and a J.D. from Suffolk University Law School. She is a member of the Massachusetts Bar Association, the Women’s Bar Association of Massachusetts and the Boston Estate Planning Council.