Chicago, IL: Ethics and Prudence in Estate Planning for Elder Clients

Mar 29, 2019 12:00pm -
Mar 29, 2019 01:30pm
(GMT-6)

Event Description

 
 

The Illinois Chapter of the American Academy of Attorney-CPAs presents:

Ethics and Prudence in Estate Planning for Elder Clients

 

Presented by: Ben A. Neiburger, J.D., C.P.A

Generation Law

Program Description

Ben A. Neiburger, JD, CPA describes the procedures that a prudent estate planner should use when preparing a plan for an elderly client. Extra care is necessary when a client has potentially diminished capacity or when family members (especially distant ones) are involved.

 

Learning Objective

This program will provide

  • A review of Ethical and Prudential concerns common to dealing with Elderly clients and identifying red flags.
  • Procedures intended to address a variety of ethical and prudential concerns in estate planning for the Elderly, including diminished capacity and conflict of interest.
  • Use of Engagement and Disengagement Letter and Procedural Strategies for Diminished Capacity.

 

Date & Time                                                                    

Friday, March 29, 2019                                                                

12:00 p.m. - Registration, Lunch, & Networking

12:30 p.m. - 1:30 p.m. - Education Program

 

Location

Live Program: Loyola Law School, Corboy Law Center, 25 E. Pearson Street, Chicago, IL 60611

All local individuals (members and non-members) are encouraged to attend in-person

 

Parking

Loyola validation can also be obtained using one of the machines located in the lobby of Corboy Law Center. 

 

Click here for a map of the campus which includes discounted parking. 

Click here for a list of discounted parking lots available at the bottom, each with the discounted pricing available (which ranges from $8-$13).

 

Education

NASBA-approved for 1.0 CPE credit in Behavioral Ethics; State Bar of Illinois 1.0 Ethics MCLE credit (pending approval) 

 

Free Admission

Registration

Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2.

About the Presenter

Ben A. Neiburger, J.D., C.P.A

Founder, Generation Law

 

As one of only a few elder law attorneys in Illinois with a CPA after his name, Ben offers a unique perspective to helps his clients plan for their future. Since founding Generation Law in 2003, Ben has helped thousands of families care for aging loved ones, resolve family conflicts, afford long-term care costs and ensure their wishes are carried out - without losing their sanity or going broke.

 

Ben formed Generation Law, which concentrates in elder law, estate planning, will and trusts, and guardianship and probate litigation, after spending several years with worldwide law firm Baker & McKenzie. Ben was named an Illinois Super Lawyers in Elder Law in 2007, receiving this recognition again in 2009 and every year after. After graduating with a degree in finance from the University of Illinois, Champaign-Urbana, he earned his law degree from IIT Chicago-Kent College of Law.

 

A frequent professional speakers, Ben is known for his candid approach to the so-called "Caregiver Storm" - the challenges for caring for a loved one while maintaining your own life. Ben is also actively involved in the legal community, currently serving as Chairman of the Board of Illinois Institute for Continuing Legal Education and as a member of the National Academy of Elder Law Attorneys. He is a member of the Bar of the U.S. Supreme Court, the Bar of the U.S. District Court, Northern District of Illinois and the Bar of the State of Illinois.

 

Click here to read Mr. Neiburger's full biography. 

Additional Information

Delivery Method: Group-Live and Group Internet Live

Program Level: Update

Prerequisites: Anyone who has a background in taxes who desires to keep current

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

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 webinars  for credit. If you require (M)CLE in a specific state, please send a request to info@attorney-cpa.com  prior to the program date 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.  

 
 

 

Event Type:Chapter Meeting
Early registration ends on Mar 06, 2019.
Regular registration starts on Mar 07, 2019 and ends on Mar 28, 2019.
Late registration starts on Mar 29, 2019.
(GMT-06:00) Central Time (US & Canada)