Upcoming Professional Events
Wednesday, December 4, 2019
Location: Nova Southeastern University, 3301 College Ave, Davie, Florida 33314
Time: 7:15 am - 11:15 am
United Way of Broward County, Community Foundation of Broward and the Jewish Federation of Broward County are joining together for the 18th year to provide an in-depth best practices seminar to local estate and trust service professionals for the and trust services professionals for the Annual Joint Tax and Estate Seminar on December 4th. The continuing education seminar features keynote speaker Bernard A. Krooks, Littman Krooks LLP, J.D., CPA, LLM (in taxation), CELA, AEP® (Distinguished), Founding Partner.
Wednesday, January 15, 2020
Time: 2:00 pm - 3:30 pm
This year’s Institute features a series of programs on Elder Law. This series provides practical guidance on when a special needs trust is appropriate, reviews the key provisions that should be included in the trust, and discusses how to counsel the beneficiary or trustee. The series also examines balancing vulnerability and autonomy for seniors, and planning for the divorce of older clients.
Special Needs Trusts: Recent Developments and Ethical Considerations
Bernard A. Krooks, Esq., Littman Krooks LLP
This panel will discuss recent cases involving special needs trusts, ethical issues that may arise, and how an attorney should respond and counsel a client who is the beneficiary or serving as trustee. Registration is required for this event. Click here to register.