Description: The 2013 AICPA Conference on Tax Strategies for the High-Income Individual features an all-star cast of prominent tax experts and thought leaders sharing their timely insights, solutions, and personal experiences, focusing on the latest income and estate tax changes that may impact you and your high-income clients. The resolution of the fiscal tax cliff has led to new changes in tax regulations and legislation. These changes are certain to create new challenges for high-income clients. By providing a deep understanding of the latest tax regulations, strategies and best practices, the 2013 conference is essential for tax professionals to be successful.

Bernard A. Krooks, Esq., Littman Krooks LLP, will present on Elder Law and Special Needs Planning. He will discuss how to access government-financed healthcare while improving the quality of life for the family member with disabilities utilizing various elder law planning techniques. Pertinent tax considerations will be discussed, including how to balance long-term care planning with traditional tax planning for the high-net-worth client.
Day/Time: May 19, 2013, 4:00PM – 5:40PM.

Mr. Krooks will also participate in a panel discussion on Estate, Income & Financial Planning for the “99%” – A Panel Discussion of Issues Facing Clients with Less than $5 Million. This rapid-fire discussion with an expert panel will focus on planning strategies for clients of more modest wealth. Topics to be discussed include: estate planning using marital trusts, lifetime gifting and disclaimers; income tax considerations for clients in this wealth strata and financial planning concerns including maintaining adequate lifetime resources, long-term care insurance and other elder law concerns.
Day/Time: May 21, 2013, 2:45PM – 4:15PM.

Click here to download event brochure. For information about registration, please click here.

May 23, 2013

UJA Federation 23rd Annual Westchester Estate, Tax & Financial Planning Conference

Location: Westchester Marriott Hotel, 670 White Plains Road · Tarrytown, New York 10591

Time: 8:00AM – 5:00PM; Registration begins at 7:30AM.

Description: Join experts in estate, tax, and financial planning for a day of learning. Focus on topics pertinent to your field.

Bernard A. Krooks, Esq., Littman Krooks LLP, will serve as Co-Chair for this conference.

Click here to register. For more information, please contact Veronica Fischmann at 212-836-1434 or at fischmannv@ujafedny.org.

May 31, 2013

New York State Bar Association Continuing Legal Education Seminar: Article 81 of the Mental Hygiene Law

Location: New York Hotel Pennsylvania, 401 Seventh Avenue (at 33rd Street), New York, NY 10001

Time: 8:50AM – 5:00PM; Registration begins at 8:20AM.

Description: This CLE is co-sponsored by the Committee on Issues Affecting People with Disabilities and the Committee on Continuing Legal Education of the New York State Bar Association. Under Article 81 of the Mental Hygiene Law, persons appointed as a court evaluator or guardian, in almost all cases, must receive training approved by the Office of Court Administration. This program has been approved by the Office of Court Administration for such purposes.

The highly qualified and experienced practitioners in the health, elder and guardianship law fields on the faculty will highlights the latest legal and regulatory developments in this area as well as the fundamentals of how to serve as an effective guardian or court evaluator.

Bernard A. Krooks, Esq., Littman Krooks LLP, will speak on Guardianship.

Click here to register for this event. For more information, please click here. The program flyer is available here.

September 2013

September 16 – 17, 2013

Practising Law Institute’s 44th Annual Estate Planning Institute

Location: PLI Conference Center, Practising Law Institute, 810 Seventh Avenue, New York, NY 10019

Time: Program will begin at 9:00AM.

Description: Bernard A. Krooks, Esq., Littman Krooks LLP will be presenting an “Update on Elder Law, Especially Medicare and Medicaid and ObamaCare” which will take place on Monday, September 16, 2013 from 11:30 a.m. to 12:30 p.m.

For more information about this event, including registration procedure, please click here.

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