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Aging Clients: Estate and Longevity Planning

SKU: EST4100
Total Credits
1 - 1.25
Price$50
  • Online Access
  • Smartphone
  • iPad/iPod/Tablets
  • CDs/DVDs

Description

Every practitioner is aware that the population generally, and client base in particular, are aging. But what does this mean for estate and other planning? What new services can practitioners offer aging clients? Why do traditional planning and drafting techniques not meet the needs of many of our aging clients and how can you specifically plan and draft differently to address these issues? Why are durable powers of attorney insufficient planning for many aging clients? Why does the law not practically address issues of revocable trusts and how can you draft differently? How will the composition of the estate planning evolve providing changing roles not only for attorneys but for CPAs and care managers and what does this mean to the process?

Lecturer Bio

Martin M. Shenkman, Esq.

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Paramus, New Jersey and New York City. Practice concentrates on estate and tax planning. He is the author of 42 books and more than 1,000 articles. He is active in many charitable causes and founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability. He has a Bachelor of Science degree from Wharton School, with a concentration in accounting and economics, an MBA from the University of Michigan, with a concentration in tax and finance, and a law degree from Fordham University School of Law.

To learn more about Marty visit his website http://shenkmanlaw.com



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