The New Basic Facts: 21st Century Estate Planning 

Presented by: 

Thomas W. McCulloch, JD, CPA of McCulloch & Miller, PLLC 

Program Description and Learning Objectives

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

Tuesday, February 6, 2018                                                                

2:00 p.m. - 3:00 p.m. Eastern (11:00 a.m PT)

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 February 2, 2018 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: Update

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, 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.

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.nasba.org. 

*(M)CLE varies by state. Though we are accredited for (M)CLE in PA 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. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.