Estate and Financial Planning for Clients Living With Chronic Illness - Rockville, MD

Sep 27, 2012 06:00pm -
Sep 27, 2012 08:00pm

Event Description

American Association of Attorney-CPAs

Estate and Financial Planning for Clients Living With Chronic Illness  


Capital Area Chapter Meeting  

September 27, 2012 at 6:00pm 




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Program Description

Practical planning for practitioners designed to help them better serve the 130 million Americans living with chronic illness. 


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.


Martin M. Shenkman  


When attorney Martin Shenkman saw that the legal and certified public accountant professions were frequently overlooking issues such as estate and financial planning for the 125 million Americans living with a chronic illness, particularly the chronic illness multiple sclerosis, he set out to change that reality in order to raise awareness and funds to end MS.


For Marty, as he is known to his friends, perhaps this empathy was born out of first hand experience when his wife Patti was diagnosed with multiple sclerosis in 2006 and he realized that her diagnosis had triggered changes that forever affected their lives and plans for the future. With that in mind, Marty and Patti educated themselves about living with MS and its potential long term costs, which can be extensive along with all the planning changes.


As they immersed themselves in preparing for the future, Marty applied his estate planning strategies to accommodate for Patti's chronic illness and the unique unpredictable elements of living with MS. He also made adjustments to his life insurance holdings, trusts and other financial planning tools. Realizing that other families living with MS or other chronic illnesses could benefit from this type of specific estate planning advice, Marty began donating hundreds of hours of his professional time to the Society. "I can give back to the Society by sharing my special expertise."

His financial skills on strategizing for long term planning in the wake of a chronic illness combined with his dedication to give back to people in need as a volunteer have brought him much recognition in national media such as The Today Show, The New York Times, The Wall Street Journal and this summer in Forbes Magazine


For more information on Mr. Shenkman and RV4TheCause, please visit: 


Date: Thursday, September 27, 2012


Time: 6:00-8:00pm 

           Presentation from 6:30-7:30pm 

Location:  Far East Restaurant (upstairs dining room)

                  5055 Nicholson Lane

                  Rockville, MD 20852


Education Credit: 1 CPE credit/1 MCLE credit (pending Virginia)


Cost: $20.00 Members and Guests; $30.00 Non-Members 

Click the "Register for this Event" link below or click here to download a registration form. 



AAA-CPA  continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, 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 American Association of Attorney-CPAsis 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 brochure with full details of the program is available from the association at 888-288-9272. These programs meet the NASBA standards of 1 (50 minute) hour of instruction. 

CLE varies by state. If you require CLE in a specific state, please send a request to and we will do our best to arrange for CLE credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee.


AAA-CPA 3921 Old Lee Highway, Suite 71A, Fairfax, VA 22030  Phone: 888-ATTY-CPA (288-9272)  Fax: 703-352-8073
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Event Type:Chapter Meeting
Early registration ends on Aug 28, 2012.
Regular registration starts on Aug 29, 2012 and ends on Sep 26, 2012.
Late registration starts on Sep 27, 2012.