SPECIAL LUNCHEON - Estate Planning for Chronic Illness
Date: Friday, October 22, 2010
Time: 12:00 PM - 1:30 PM
Location: The City Club, 850 Euclid Ave., Downtown Cleveland
Speaker: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP
LOCATION: The City Club, 850 Euclid Ave., Cleveland (Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave, entrances on Euclid & Prospect) to those that enter after 11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.)
About the program…
Chronic illness affects nearly 120 million Americans. How can professional advisors better serve and advise clients and their loved ones living with chronic illness? In many situations, modest changes to traditional estate, financial and other planning techniques can improve protection and peace of mind for these clients. This seminar will provide a sophisticated but practical overview on each phase of planning, and its implementation that will enable advisors to be more effective resources for their clients. Misconceptions and myths will be debunked. Challenges that can impact clients, ranging for cognitive dysfunction, physical disabilities, income tax pitfalls, budgeting and investment planning, insurance oversights, and charitable giving will be explained. Comprehensive materials, including sample forms, will also be made available.
About the speaker…
Martin M. Shenkman, CPA, MBA, PFS, JD, AEP® is an attorney in Paramus, New Jersey and New York City. His practice concentrates on estate planning and administration, tax planning, and corporate law. Martin was included in Worth Magazines top 100 attorneys in 2007, CPA Magazine’s Top 50 IRS practitioners in 2008, Top 40 Tax Accountants in 2009, and was the recipient of the New Jersey Bar Association’s Alfred C. Clapp Award in 2008. He is a source for numerous financial publications including Forbes, the Wall Street Journal, Fortune, Money, and The New York Times. He has appeared on numerous television shows and has published 36 books and more than 700 articles. His recent books include Estate Planning for People with Chronic Illness and Disabilities (Demos); Estate and Related Planning During Economic Turmoil (AICPA), Life Cycle Planning for the CPA Practice: Practical Strategies and Forms (AICPA), The Complete Book of Trusts (Wiley), among others. He earned a BS in economics from Wharton, MBA from University of Michigan, law degree from Fordham University, and is admitted to the bar in New York, New Jersey, and Washington, D.C. He is a CPA in New Jersey, Michigan, and New York.
Jennifer A. Savage, Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $20 for members when paid in advance before noon 10/21/10. Meeting cost is $30 for members at the door and $30 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 10/21/10 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. In addition, a certificate of completion will be available for those CTFAs and CPAs that feel the program satisfies their continuing education requirements.