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Estate and Financial Planning For Clients Living With Chronic Illness

SKU: EST2900
Total Credits
1 - 1.2
Price$50
  • Online Access
  • Smartphone
  • iPad/iPod/Tablets
  • CDs/DVDs

Description

130 million Americans are living with a chronic illness or disability and that number will only increase as the population ages. It may seem incredibly high but it’s important to remember that chronic illness is often invisible to the eye.

This CLE course will explain some of the more common chronic illnesses, how to effectively work with clients and gain necessary information and the means by which a savvy estate planner may use their medical knowledge to increase their clients’ benefits and long term financial security.

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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