Houston, TX: NEW DATE! The New Basic Facts: 21st Century Estate Planning

Jul 20, 2018 08:30am -
Jul 20, 2018 09:30am

Event Description

Program Description

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)   

 

Location

FCA Offices, 791 Town & Country, Suite 250,  Houston, TX

 

Education

NASBA-approved for 1.0 CPE credit in Business Law; State Bar of Texas approved for 1.0MCLE credit 

 

Free Admission

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.

 

Additional Information

Delivery Method: Group-Live

Program Level: Update

Prerequisites: None

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


Event Type:Chapter Meeting
Early registration ends on Jan 10, 2018.
Regular registration starts on Jan 11, 2018 and ends on Jul 19, 2018.
Late registration starts on Jul 20, 2018.