Dementia, Cognitive Decline 

and Incapacity 

Presented by: Thomas W. McCulloch, JD, CPA

Program Description

Join AAA-CPA Elder Law Committee Chair Thomas W. McCulloch, JD, CPA as he discusses practical and legal issues of representing incapacitated clients.  He'll lead discussions on involvement of family members, financial services industry standards in regard to elder financial exploitation, ethical challenges in dealing with possibly incapacitated clients, and the impact of incapacity when dealing with the IRS. 

Learning Objectives

1.      Participants will understand practical and legal strategies in with persons who suffer incapacity in relation to selected state-specific  developments.

2.      Participants will review ethical challenges and responsibilities when dealing with possibly incapacitated clients.

3.      Participants will understand strategies for dealing with IRS when you have an incapacitated client.    

Date & Time                                                                    

Thursday, May 5, 2016                                                                

2:00 p.m. - 3:00 p.m. EST

Education

NASBA-approved for 1.0 CPE credit in Business Law. 1.0 (M)CLE credit*
 

Cost

Education Credit: AAA-CPA Members $15.00; Non-Members $30.00

Non Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 

Registration  

Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2. The webinar information and materials for the program will be sent via email one day prior to the program

Requests for refunds must be received in writing by May 2, 2016 and will be subject to a $5.00 cancellation/administration fee. For information on the cancellation policies, please contact our office at 888-ATTY-CPA ext. 2.

Additional Information

Delivery Method: Group-Live

Program Level: Overview

Prerequisites: None

Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Business Professionals

About the Presenter

Thomas W. McCulloch, JD, CPA

As an experienced elder law attorney and certified public accountant (CPA), Tom McCulloch is well-known for providing sound legal advice affecting the elderly.  He is grounded in a conviction that aging need not be a bewildering maze of care and cost challenges.  He is a planner and advocate for clients who want to have choice about their living and care issues as they age. 

Tom's experience includes a personal journey when he faced care and financial planning for his mother.  While working with doctors, nursing homes, home health agencies, and social workers, he learned first-hand that there are few independent advocates for the elderly.  Everyone has an opinion and agenda regarding "What's best for Mom."  There are few counselors who can address the total picture of financial, legal, medical and social issues that together dictate the care options for an aging elder.

The practice of Weiner & McCulloch, PLLC is distinctive because it encompasses not only legal and asset protection planning, but also critical social and care planning.  The planning goal is to also address clearly the personal wishes of the elder and family. 

The cornerstone of the practice is Life Care Planning, which is a comprehensive plan for navigating the senior years.  It includes legal instruments, financial budgets and care plans that answer the pressing questions: "How can I stay independent? How can I afford the care and living arrangements I need? Who will help make me make decisions as I age?" These important questions are managed by the legal team with the family to provide the most cost-efficient and effective options available.

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. 

The American Academy of Attorney-Certified Public Accountants, Inc. (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. 

*(M)CLE varies by state. Though we are accredited for (M)CLE in Pennsylvania they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee.