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Oct. 16 NAEPC Webinar
Wednesday, October 16, 2019, 08:00am - 05:00pm
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October 16, 2019
Elder Law and Special Needs Planning

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

Wednesday, October 16, 2019
3:00pm - 4:00pm ET

Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

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About the Program

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 beneficiaries. Use of trusts will be discussed, as well as appropriate trust distribution standards.

About the Speaker

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.

>> Register Here

Yearly Subscription

The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Prices start at $280. See complete information and registration form.

Registration Fees

  • $40 / Accredited Estate Planner® designee or Junior/Student
  • $60 / member of an affiliated local estate planning council or at-large member of NAEPC
  • $100 / individual non-member  
  • $250 / council meeting or group gathering

Continuing education credit will be available for Accredited Estate Planner® designees.  In addition, a 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. 

Upcoming Programs

December 11, 2019
Longevity
Cynthia L. Hutchins, CRPC, CIMA

January 8, 2020
Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA

January 29, 2020
Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV

February 12, 2020
Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP®

March 11, 2020
Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®

April 8, 2020
TBD
Steven S. Zeiger CEBS, TEP

May 13, 2020
TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)

June 10, 2020
Planning Team Revenue Opportunities Generated by New Tax Law
Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)

See complete details about all upcoming webinars from NAEPC.

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