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Click here to learn more about RV4TheCause: Helping Those Living with Chronic Illness
Other articles:
Forbes - Just Do It article
NYS Bar State News
NAPFA Advisor on the Road
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.
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Program Details |
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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! |
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Program Description |
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Topics to be discussed:
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Overview of Estate planning for clients living with chronic illness or who have loved ones living with chronic illness.
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Meeting with clients with chronic illness.
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Income tax considerations and planning.
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Investment planning for those living with chronic illness.
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Insurance considerations.
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Competency considerations.
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Trust drafting techniques to safeguard a client living with chronic illness. |
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About the Speaker |
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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. | |
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Registration |
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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 | | |