Estate and Financial Planning for Clients Living with Chronic Illness - Denver, CO

May 04, 2012 12:00pm -
May 04, 2012 02:00pm

Event Description

American Association of Attorney-CPAs  

Colorado Chapter present:   

 

Estate and Financial Planning for Clients Living with Chronic Illness 

  

Speaker: Martin M. Shenkman

Martin M. Shenkman, PC

  

 

 

Click here to learn more about RV4TheCause: Helping Those Living with Chronic Illness


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AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and qualify for credit both as CPE and CLE. The decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

 

Accounting CPE/Legal CLE/MCLE  

The AAA-CPA is  registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. A brochure with full details of the program is available from the association at 888-288-9272. This program meets the NASBA standards of 1 (50 minute) hour of instruction. If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state. 

 

 

 

Program Details

Date: Friday, May 4, 2012    


Time:  12:00pm - 2:00pm (lunch to be provided - must pre-register)                    

 

 Location: Engel & Reiman pc 

                 The Equitable Building

  730 - 17th Street, Suite 500

  Denver, CO 80202

   

Education: 1 CPE credits/ 1 CLE credit (pending approval)

 

Cost: FREE for members and non-members!

Program Description

Topics to be discussed: 

  • Overview of Estate planning for clients living with chronic illness or who have loved ones living with chronic illness.
  • Meeting with clients with chronic illness.
  • Income tax considerations and planning.
  • Investment planning for those living with chronic illness.
  • Insurance considerations. 
  • Competency considerations. 
  • Trust drafting techniques to safeguard a client living with chronic illness.

About the Speaker

Attorney Martin M. Shenkman of Paramus, New Jersey (Martin M. Shenkman, PC), a veteran estate planner, knows that estate planning can be complicated under the best of circumstances. However, when his wife was diagnosed with multiple sclerosis in 2006, he discovered that for the more than 90 million Americans living with chronic illnesses, estate planning is an even more daunting process. Shenkman was surprised to discover a dearth of information on estate planning for the chronically ill. After completing a revised estate plan that accounted for his wife's future health needs, Shenkman decided to do more to help the chroically ill and their families understand the need for planning. "This has been a tremendously rewarding experience. Part of why we become lawyers is to help and make a contribution to society, and there are endless opportunities to help. It feels good to do good," said Shenkman.

For a full biography, please click here

Registration 

 

   Click on the link in the left hand corner to register online or CLICK HERE. Forms may be faxed to (703) 352-8073 or emailed to info@attorney-cpa.com.

  

Questions? Call 888-ATTY-CPA 


Event Type:Chapter Meeting
Early registration ends on Jan 23, 2012.
Regular registration starts on Jan 24, 2012 and ends on May 03, 2012.
Late registration starts on May 04, 2012.