Large Firm Service. Small Firm Attention.
Date(s) - October 29, 2019
7:15 am - 10:15 pm
Categories No Categories
BOUT THE PROGRAM: Practical Planning and Drafting for Incapacity for Your Clients and Their Beneficiaries
This program will provide an update on elder law and special needs planning, including how to draft a plan that works and takes into account future incapacity of the client and beneficiaries. Use of trusts will be discussed, as well as appropriate trust distribution standards.
7:15 Breakfast, Coffee & Networking
8:00 Welcome and Introductions
Two Meeting Requirement – To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two educational meetings annually. Reservations must be pre-paid.
Cancellation Policy – Reservations must be canceled in writing or by e-mail and received no later than Friday, October 25, 2019.
ABOUT THE SPEAKER: Bernard Krooks is a founding partner of the law firm Littman Krooks LLP and Chair of its Elder Law and Special Needs Department. Mr. Krooks is a nationally-recognized expert in all aspects of elder law and special needs planning. He is the Past President of the Board of Directors of the Arc of Westchester, the largest agency in Westchester County serving people with intellectual and developmental disabilities and their families.
Mr. Krooks is a member of the NAEPC Estate Planning Hall of Fame and is the recipient of the Accredited Estate Planner (AEP)® Distinguished designation. Mr. Krooks is past President of the Special Needs Alliance (SNA), a national, invitation-only, not-forprofit organization dedicated to assisting families with special needs planning. He is past President of the National Academy of Elder Law Attorneys (NAELA), a Fellow of NAELA, past Chair of the NAELA Tax Section and past Editor-in-Chief of the NAELA News. In addition, he is certified as a Certified Elder Law Attorney® (CELA®) by the National Elder Law Foundation and is an Accredited Estate Planner ®(AEP). He is a founding member and past President of the New York Chapter of NAELA. In 2007, his firm received the NYSARCemployer of the year award for employing people with disabilities. In 2008, he received the Chapter’s Outstanding Achievement Award for his lifelong work on behalf of seniors and those with disabilities. In 2011, his firm received the Family Friendly Employment Policy Award from the Westchester Women’s Bar Association. In 2016, he was named Advocate of the Year Award from the Arc of Westchester Children’s School for Early Development.