Upcoming Professional Events
Thursday, April 20, 2017
Location: Four Seasons Hotel, 1111 14th St, Denver, Co 80202
Time: 9:15 am - 10:15 am
Powers of Attorney and Financial Institutions:Oil and Vinegar? (April 20, 2017 9:15 AM – 10:15 AM)
Although a power of attorney is an important component of an overall estate plan, sometimes the best laid plans go awry. Banks and other financial institutions regularly reject otherwise valid powers of attorney drafted in accordance with applicable state law, creating complications and possible
extreme hardship for our clients and their families. This panel, including a representative from the banking compliance world, will discuss current issues relating to powers of attorney, along with practical solutions and potential statutory changes that might facilitate more widespread acceptance of powers of attorney by banks and other financial institutions.
- Springing versus immediately effective powers of attorney
- Selecting the proper agent, including multiple agents, successor agents, and compensation of agents
- Monitoring the agent, including whether there is an affirmative duty to act, and accounting proceedings
- Reliance by third parties on the power of attorney, including remedies available when a power of attorney is not honored
- Estate and elder law planning using powers of attorney
Program Chair and Moderator: Bernard A. Krooks, Esq., Littman Krooks LLP
Thursday, April 27, 2017 - Friday, April 28, 2017
Location: Overland Park Convention Center, 6000 College Blvd, Overland Park, KS 66211
The Kansas City Estate Planning Symposium is dedicated to producing an outstanding educational seminar for professionals and others in the fields of:
• Law • Accounting • Trust Administration • Investment Services • Life Insurance
Presenters include the Nation’s most knowledgeable, experienced and finest speakers in the areas of estate, business and tax planning.
The symposium will be useful for:
• Estate Planning Attorneys
• Business & Tax Attorneys
• Trust Officers
• Planned Giving Professionals
• Financial Planners
• Life Underwriters
Littman Krooks founding partner Bernard A. Krooks, Esq., to speak on “ABLE Accounts: What every Estate Planning Professional Needs to Know” on April 28, 2017 at 11:00 AM.
ABLE accounts are a new planning tool available to individuals with disabilities and their families. This presentation will focus on when it is appropriate to consider an ABLE account and how they compare to special needs trusts and other planning vehicles.
Registration is required. Register here.
Tuesday, November 7, 2017
Time: 12:00 am
The AICPA’s National Tax Conference, hosted in the heart of the nation’s capital and online, brings leading tax practitioners and key government officials together to present differing and shared positions for a thoughtful review of potential scenarios, tax priorities and a pulse check of the ever-changing tax landscape.
Who Should Attend?
CPAs and other financial professionals at every experience level, who are involved with tax planning, consulting and compliance