Ep. 50 - Part 2 - Estate Law 101 With Legal Expert Rachel Sherman

Ep. 49 - Part 1 - Estate Law 101 With Legal Expert Rachel Sherman How do you ensure your assets and what you leave behind to your loved ones are protected? In Part 2 of this estate planning series for breast surgeons, the co-hosts welcome back estate law expert Rachel Sherman for a deeper dive into protecting assets during your lifetime, planning for children and remarriage, strategic gifting, and using trusts to safeguard wealth for the next generation. It’s an essential discussion for breast surgeons who want to protect what they’ve built and ensure it ultimately reaches the people they intend. SPECIAL GUEST Rachel B.G. Sherman is a Principal in Cummings & Lockwood’s Private Clients Group and Principal-in-Charge of the firm’s Palm Beach Gardens office. She advises high-net-worth individuals and families on estate planning, wills and trusts, tax and multigenerational planning, retirement benefits, charitable giving, business succession, and wealth protection. Her practice also includes estate and trust administration, guiding families and fiduciaries through probate and the estate settlement process. Rachel earned her J.D., with honors, from the University of Florida Levin College of Law and her B.A., cum laude, from the University of Pennsylvania. She is admitted to practice in Florida, Connecticut, and New York and has been recognized by The Best Lawyers in America, Super Lawyers, and Martindale-Hubbell, where she holds an AV rating. MEET THE CO-HOSTS Michael Berry, MD is a breast surgical oncologist at the West Cancer Center in Germantown, TN. After practicing general surgery for 6 years, he completed a breast surgical oncology fellowship at UT Southwestern in Dallas in 2002. Upon leaving Texas, he moved to the Memphis, TN area where he was the first fellowship trained breast surgeon in the region; and this is where he remains today. Dr. Berry has long taught breast ultrasound diagnosis, intervention and ablation. However, his particular interest is in education, as he currently serves on the Breast Surgical Oncology Fellowship Training Committee, which oversees the fellowship programs in the U.S. and Canada. Dr. Berry is currently the president-elect of the American Society of Breast Surgeons and will begin his term as president in May of 2025. Susan K. Boolbol, MD, FACS is the system chief of breast surgical oncology and breast program at Nuvance Health. She is a board-certified, fellowship-trained breast surgeon and performs a variety of breast cancer surgeries including lumpectomies and mastectomies. She has a special interest in oncoplastic surgery and nipple-sparing mastectomy; she is also a Hidden Scar certified surgeon. Dr. Boolbol’s personal mission is to diagnose and successfully treat breast cancer and breast conditions while caring for the whole patient – emotionally and physically – every step of the way. Dr. Boolbol is the immediate Past President of the American Society of Breast Surgeons. She joined Nuvance Health after serving as chief of breast surgery at Mount Sinai Beth Israel Medical Center. She completed her breast surgery fellowship at Memorial Sloan Kettering Cancer Center after her residency in general surgery at New York Hospital-Cornell University Medical Center. Dr. Boolbol earned her medical degree from George Washington University School of Medicine. Carla Fisher, MD, MBA, FACS is the Division Chief of Breast Surgery at the Indiana University School of Medicine and the Shawn Hanson Professor of Surgery. Dr. Fisher is also the director of the IU Dept of of Surgery Breast Surgical Oncology fellowship. She earned her medical degree from the University of Pennsylvania School of Medicine in Philadelphia, Pennsylvania and completed her residency in general surgery at the Medical University of South Carolina and her fellowship as a surgical fellow in breast oncology at Washington University School of Medicine. Dr. Fisher is a certified by the American Board of Surgery and is a member of the American Society of Breast Surgeons, Society of Surgical Oncologists and the Association of Academic Surgeons. Susie Hagen, MD, FACS received her medical degree from the University of South Carolina. She completed her residency in General Surgery at the University of Iowa. In addition, Dr. Hagen earned her Master of Science in Public Health from the University of South Carolina and a Master in Medical Education from the University of Iowa. Her special interests are benign and malignant breast disease, complex wound, and robotic surgeries. She still takes call at a level II trauma center. Dr. Hagen obtained a certification in the Advanced Trauma Operative Management Course and she is an Advanced Trauma Life Support Instructor. She is a member of the American College of Surgeons,...