Argent Trust

WEBINAR: Topic: Elder Law and Special Needs Planning

Date: Wednesday, October 16, 2019
Time: 2:00pm - 3:00pm
Location: Synovus Bank Building, 800 Shades Creek Parkway, Dining Room 2nd Floor, Birmingham, AL 35209
Speaker: Bernard A. Krooks, JD, CPA, L.L.M (taxation), CELA, AEPĀ® (Distinguished)

FREE Webinar!!!

The Estate Planning Council of Birmingham’s objective is to provide quality continuing education and network opportunities for Attorneys, Accountants, Financial Advisors, Life Insurance Agents, and Trust Officers in the greater Birmingham area.  In light of this goal our Board of Directors has elected to participate in the NAEPC 2019 Robert G. Alexander Monthly Webinar series.  This one-hour eLearning opportunity will be presented in a group setting at no additonal cost to our members!   

The next webinar is detailed below. Bring a friend!

Topic Elder Law and Special Needs Planning

Wednesday, October 16th at 2:00 p.m.

 Synovus Bank Building

800 Shades Creek Parkway,

Dining Room 2nd Floor,

Birmingham, AL 35209

RSVP Required

Light refreshments will be provided.

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

Program synopsis:  

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.

 

See this link for more details regarding the NAEPC 2019 Webinar Series.

http://www.naepc.org/events/webinar

See Upcoming Event Calendar