Join Tom McCulloch on rethinking the basics of estate planning. Learn how demographics, technology, and globalization all play a role on how to present your client with the new, holistic approach to estate planning.
Date & Time
New Date! July 20, 2018
8:30 a.m. - 9:30 a.m. (Breakfast Provided)
FCA Offices, 791 Town & Country, Suite 250, Houston, TX
NASBA-approved for 1.0 CPE credit in Business Law; State Bar of Texas approved for 1.0MCLE credit
Admission is FREE for all business professionals. For information on the cancellation policy please call 888-ATTY-CPA
About the Presenter
As an experienced elder law attorney, Tom McCulloch provides sound legal advice and counsel for older adults and their families. Tom believes that the maze of aging care and cost challenges can be addressed by proper planning and meeting issues straight on; he believes that planning and advocating for families may help provide more lifestyle choices and care options. Tom's own story includes the personal journey he faced when planning for care and financial concerns for his own mother following her health crisis. After working with multiple health care providers and various agencies, Tom was determined that advocacy for the elderly should be a priority and he embarked on combining an elder law team that focuses on holistic planning involving legal, financial, and care concerns. Tom holds a bachelor's degree from the University of Texas and attended law school at the University of Houston where he was admitted into the honor society of the Order of Barons. He is a member of the bar in Texas and Colorado and served as law clerk, U.S. District Court, Northern District of Texas, and is admitted to practice before the United States Tax Court.
Delivery Method: Group-Live
Program Level: Update
Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Business Professionals