News: Financial Digest

Sheehan joins Ruberto, Israel & Weiner as an associate concentrated in estate and tax planning

Katherine Sheehan has joined Ruberto, Israel & Weiner as an associate at the firm. Her practice is concentrated in the areas of estate and tax planning as well as trust and estate administration. Prior to joining Ruberto, Israel & Weiner, Sheehan was with Cody & Cody, LLC in Quincy, where she focused her practice in the areas of estate planning, both general and sophisticated, charitable planning, and long term care planning, as well as trust, probate and estate administration. Before joining Cody & Cody, Sheehan was trust counsel for Boston Financial Management, Inc., a Boston based investment advisory firm. While attending Suffolk University Law School, Sheehan served as a research assistant for professor Charles Rounds, Jr., aiding in the completion, of Loring, A Trustee's Handbook (2002 Edition). Sheehan has also given numerous presentations on a variety of estate and long term care planning topics. She has also been a guest on the Money Matters radio program.
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