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Planning for Your Clients Who are Elderly or Disabled
Personal Financial Planning
Webcast

Planning for Your Clients Who are Elderly or Disabled

This webinar will focus on the sometimes complex and often overwhelming financial and legal issues that affect your clients who are aging and clients with disabilities.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

CPE Credits

1

Instructor

Bernard Krooks, Brian Miller, Joel Krooks

Availability

3 months

Product Number

WC4226584

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 Business & partner 
Product Details

Solutions to issues affecting elderly or disabled clients

Your clients who are aging and those with disabilities face decisions about how to:

  • Pay for long-term care
  • Plan for incapacity

Understand how to help your clients navigate financial and legal issues and help them determine various solutions.

Join this webinar with Bernard Krooks, Brian Miller, and Joel Krooks as they discuss these issues as well as relevant tax considerations.

Webcast is CFP eligible

Key Topics

  • Advising your aging and disabled clients through financial and health issues they may face
  • Planning solutions that apply to your clients as they age

Learning Outcomes

  • Identify the needs of our aging population and those with disabilities so that relevant issues can be addressed.
  • Determine how to advise clients concerned about how to pay for long-term care.
  • Determine how to advise clients on how to plan for incapacity.

Who Will Benefit

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an [email] (mailto:pcps@aicpa.org?subject=PCPS%20membership%20check%20%20for%20webcast%20discount) and we’ll get right back to you! Or, learn more about PCPS membership!

More Details
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Bernard Krooks
Bernard A. Krooks, JD, CPA, L.L.M (in taxation), CELA, AEP (Distinguished) is a founding partner of the New York law firm Littman Krooks LLP. Mr. Krooks has testified before the United States Congress on long-term care issues and is a frequent lecturer and author on a variety of long-term care and special needs issues. He is past president of the National Academy of Elder Law Attorneys (NAELA), past chair of the elder law committee of the American College of Trust and Estate Counsel, and past chair of the Elder Law and Special Needs Planning Group of the Real Property, Trust and Estate Law Section of the American Bar Association. He also serves on the Wolters Kluwer Financial and Estate Planning Advisory Board, the advisory committee of the Heckerling Institute on Estate Planning and is chair of the elder law committee of the Trusts & Estates magazine advisory board.
Brian Miller
Brian Miller, CELA, is an attorney who assists clients with various aspects of Elder Law, Estate Planning, Estate Administration, Estate Litigation, Medicaid Planning & Applications, and Guardianships. Brian is a member of the Elder Law and Special Needs Section and Trusts and Estates Law Section of the New York State Bar Association, and the Trusts & Estates Section and Elder Law Committees of the Westchester County Bar Association. He is the Vice President of the Putnam County Estate Planning Counsel, actively involved in the New York State Bar Association Elder Law and Special Needs Section Medicaid Committee and is actively involved as member of the Westchester County Senior Law Day Committee. He received his Juris Doctor of Law degree, cum laude, from Pace University School of Law, and his Bachelor of Arts degree from Syracuse University.
Joel Krooks
Joel Krooks, Esq. is an attorney admitted in the state of New York. He focuses his practice on Elder Law, Special Needs Planning and Estate Administration. Prior to joining Littman Krooks, LLP, Mr. Krooks worked as an Estate Administrator at Fiduciary Trust Company International handling matters for high net worth individuals. He assisted in all phases of the administration of complex estates and terminating trusts. Mr. Krooks is a member of the Elder Law and Special Needs Section, Trust and Estates Section and Young Lawyers Section of the New York State Bar Association. Mr. Krooks received his Juris Doctor degree from the Benjamin N. Cardozo School of Law. He received his undergraduate degree from the University of Wisconsin-Madison.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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