"Planning for an Aging Population ‐ Your Clients, Your Parents, and Someday You!"
Cost: Members $25, Guests $50
Speaker: Bernie Krooks
Topic: "Planning for an Aging Population ‐ Your Clients, Your Parents, and Someday You!"
About the talk: The session will focus on the seismic changes impacting estate planning professionals and clients as a result of the aging of America and the enhanced federal and state estate tax exemptions. Obtaining and paying for long‐term care is now the primary concern of many clients, especially seniors and those with disabilities. The session will also address other issues that are of importance to clients such as the use of trusts for tax and non‐tax reasons, retirement and income tax planning, and how do deal with digital assets upon incapacity or death.
CPE
For information regarding program complaint or cancellation policies, please contact our offices at 314-520-3564
Members will register by accepting the electronic invitation. If you are unable to attend please decline the electronic invitation.
Estate Planning Council of St. Louis is a 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.learningmarket.org.
Learning Objective: Learn what issues you should address with your clients
Level of Complexity: Intimidate
Summary: The focus is to learn how to advise clients on long term care options as the age.
Program topics:
Advanced Directives
Medicare
Long Term Care Insurance
Delivery Method: Group-live setting
Earn 1 CPE Credits for this session.
Field of Study: Specialized Knowledge and Application
Program Level Intermediate
Prerequisites – There are no prerequisites or advanced preparation for this session
Who should attend?
Everyone at all levels should attend.
Speaker bio: Bernard A. Krooks, founding partner of the law firm Littman Krooks LLP, is Chair of the firm’s
Elder Law and Special Needs Department. He is a nationally recognized expert in all aspects of
elder law, estate planning and special needs planning. He is President of the Board of Directors
of the Arc of Westchester, the largest agency in Westchester County serving people with
intellectual and developmental disabilities and their families.
