Robert G. Alexander Webinar-Elder Law & Special Needs Planning

Date: Wednesday, October 23, 2019
Time: 2:00pm - 3:00pm
Location: Sunrise Retirement Community (5501 Gordon Drive Sioux City IA 51106) -hosted by Janet Dorale
Speaker: Bernard A. Krooks- J.D., CPA, LLM (in taxation), CELA®, AEP® (Distinguished), Founding Partner

Hello SEPC Members!

I am pleased to announce our first collaborative webinar program offering. SEPC member, Janet Dorale, Director of Fund Development and Volunteer Services at Sunrise Senior Living has offered to provide the space for the following program. 

Please RSVP  if planning to attend!  Look for the balloons outside the building for where to enter!


About the Webinar:

This intermediate level 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 benefiicaries. Use of trusts will be discussed, as well as appropriate trust distribution standards. 


About the Speaker:

Bernard A. Krooks 
J.D., CPA, LLM (in taxation), CELA®, AEP® (Distinguished), Founding Partner

Bernard A. Krooks is the founding partner of the New York law firm Littman Krooks LLP and chair of its elder law and special needs department. He is past president of the Arc of Westchester, the largest agency in Westchester County, NY serving people with intellectual and developmental disabilities and their families.

A frequent presenter at the Heckerling Institute on Estate Planning and other national estate planning conferences, Mr. Krooks is immediate-past Chair of the Elder Law Committee of the American College of Trust and Estate Counsel (ACTEC) and Chair of the Elder Law and Special Needs Planning Group of the Real Property, Trust & Estate Law (RPTE) Section of the American Bar Association. He is past president and fellow of the National Academy of Elder Law Attorneys (NAELA), past president and founding member of the New York Chapter of NAELA, past Chair of the Elder Law Section of the New York State Bar Association, and past president of the Special Needs Alliance, a national invitation-only non-profit organization dedicated to assisting individuals with special needs and their families.

Mr. Krooks, author of numerous articles on elder law and related topics, is chair of the Elder Law Committee of Trusts & Estates Magazine, and serves on the Wolters Kluwer Financial and Estate Planning Advisory Board and the Advisory Committee of the Heckerling Institute on Estate Planning.


Related Document(s):

See Upcoming Event Calendar