Shane’s practice focuses on the areas of estate planning, trust and estate administration, succession planning for closely held businesses and income and gift and estate tax planning for high-net worth individuals. He also concentrates on long term care and disability planning, assisting individuals with Medicaid eligibility and Medicaid applications. He has presented extensively on the topics of asset protection and the use of revocable and irrevocable trusts in estate plans.
Prior to joining Bond, Shane was a partner at a respected, boutique law firm in Syracuse, New York specializing in tax, business and estate planning for small businesses. In addition, Shane McCrohan is a CERTIFIED FINANCIAL PLANNER® professional and worked in the Boston, Massachusetts area as a financial planner for five years.
Trust-Based Medicaid Planning in Detail, National Business Institute Seminar: Protecting Assets While Qualifying for Medicaid, August 2019
Liens, Estate Recovery and Hardship Waivers, National Business Institute Seminar: Medicaid Planning, December 2018
Tax Planning with Trusts, National Business Institute Seminar: Using Trusts in Estate Planning and Asset Protection, November 2018
Advanced Directive Tips: Making Healthcare Wishes Explicit, National Business Institute Seminar: Estate Planning: Top 7 Tools to Know, August 2018
Marshalling Assets, National Business Institute Seminar: Estate Administration from Start to Finish, April 2018
Utilization of Trusts in Farm Operational and Succession Planning, Farm Credit East Senior Tax Advisors Seminar, November 2017
Qualifying Asset Transfers: Which Techniques Work, National Business Institute Seminar: Medicaid Planning, February 2017
Reading Legal Documents – Interpreting Trusts, Farm Credit East Seminar, November 2016
Retirement and Long-Term Care Planning, NY FarmNet Seminar, April 2016
Special Needs Trust and ABLE Account Strategies, National Business Institute Seminar: Medicaid Planning, February 2015
Grantor Trusts, National Business Institute Seminar: Top Estate Planning Techniques, July 2014
Ethical Considerations for Estate Planners in Representing Mentally Impaired Clients, National Business Institute Seminar: Medicaid and Medicare Update, February 2012
Irrevocable Life Insurance Trusts, National Business Institute Seminar: Trusts 101, November 2011
Defective Trusts and Generation-Skipping Trusts, National Business Institute Seminar: Trusts 201, June 2010
Shane’s practice focuses on the areas of estate planning, trust and estate administration, succession planning for closely held businesses and income and gift and estate tax planning for high-net worth individuals. He also concentrates on long term care and disability planning, assisting individuals with Medicaid eligibility and Medicaid applications. He has presented extensively on the topics of asset protection and the use of revocable and irrevocable trusts in estate plans.
Prior to joining Bond, Shane was a partner at a respected, boutique law firm in Syracuse, New York specializing in tax, business and estate planning for small businesses. In addition, Shane McCrohan is a CERTIFIED FINANCIAL PLANNER® professional and worked in the Boston, Massachusetts area as a financial planner for five years.
Trust-Based Medicaid Planning in Detail, National Business Institute Seminar: Protecting Assets While Qualifying for Medicaid, August 2019
Liens, Estate Recovery and Hardship Waivers, National Business Institute Seminar: Medicaid Planning, December 2018
Tax Planning with Trusts, National Business Institute Seminar: Using Trusts in Estate Planning and Asset Protection, November 2018
Advanced Directive Tips: Making Healthcare Wishes Explicit, National Business Institute Seminar: Estate Planning: Top 7 Tools to Know, August 2018
Marshalling Assets, National Business Institute Seminar: Estate Administration from Start to Finish, April 2018
Utilization of Trusts in Farm Operational and Succession Planning, Farm Credit East Senior Tax Advisors Seminar, November 2017
Qualifying Asset Transfers: Which Techniques Work, National Business Institute Seminar: Medicaid Planning, February 2017
Reading Legal Documents – Interpreting Trusts, Farm Credit East Seminar, November 2016
Retirement and Long-Term Care Planning, NY FarmNet Seminar, April 2016
Special Needs Trust and ABLE Account Strategies, National Business Institute Seminar: Medicaid Planning, February 2015
Grantor Trusts, National Business Institute Seminar: Top Estate Planning Techniques, July 2014
Ethical Considerations for Estate Planners in Representing Mentally Impaired Clients, National Business Institute Seminar: Medicaid and Medicare Update, February 2012
Irrevocable Life Insurance Trusts, National Business Institute Seminar: Trusts 101, November 2011
Defective Trusts and Generation-Skipping Trusts, National Business Institute Seminar: Trusts 201, June 2010
