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Free Webinar Viewing: Elder Law and Special Needs Planning

Date: Thursday, October 17, 2019
Time: 8:00am - 9:00am
Location: SOS Association Management - 7729 E. Greenway Road, #300, Scottsdale AZ, 85260
Speaker: Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)

CAEPC Free Webinar Viewing for Members

Elder Law and Special Needs Planning

Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)


This intermediate level program will provide an update on elder law and special needs planning, including how to draft a plan that works and takes into account future incapacity of the client and benefiicaries.  Use of trusts will be discussed, as well as appropriate trust distribution standards.

Bernard A. Krooks is the founding partner of the New York law firm Littman Krooks LLP and chair of its elder law and special needs department. He is past president of the Arc of Westchester, the largest agency in Westchester County, NY serving people with intellectual and developmental disabilities and their families.

A frequent presenter at the Heckerling Institute on Estate Planning and other national estate planning conferences, Mr. Krooks is immediate-past Chair of the Elder Law Committee of the American College of Trust and Estate Counsel (ACTEC) and Chair of the Elder Law and Special Needs Planning Group of the Real Property, Trust & Estate Law (RPTE) Section of the American Bar Association. He is past president and fellow of the National Academy of Elder Law Attorneys (NAELA), past president and founding member of the New York Chapter of NAELA, past Chair of the Elder Law Section of the New York State Bar Association, and past president of the Special Needs Alliance, a national invitation-only non-profit organization dedicated to assisting individuals with special needs and their families.

Mr. Krooks, author of numerous articles on elder law and related topics, is chair of the Elder Law Committee of Trusts & Estates Magazine, and serves on the Wolters Kluwer Financial and Estate Planning Advisory Board and the Advisory Committee of the Heckerling Institute on Estate Planning.

 

Continuing Education Credit

Continuing Education Credit available for CFP.

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. 

 

*Available to the first 15 members to register. Due to limited space, if you are unable to attend, please email Anna Jovel, Account Executive, at info@caepc.org.

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