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Live Webcast

Eldercare Planning Symposium


Total Credits: 8 including 8 Estate Financial Planning, 8 Taxes - Technical


Dates


Description

With every passing year, millions of baby boomers move even closer towards retirement. Join our specialists to learn the ins and outs of the tax, financial planning and insurance issues specific to Eldercare planning, as well as information on social security and medical benefits. Also, hear techniques and ideas for building an Eldercare practice.

Topics and speakers are still being finalized, please check back for more details at a later date.

Agenda

9:00 AM – Welcome & Introductions

9:05 AM – What are the Real Costs of Long-Term Care?

9:55 AM – Estates & Trusts Today

10:45 AM – Morning Break

10:55 AM – Identity Theft, Privacy Issues & Internet Security for Elderly Clients

11:45 AM – To Be or Not to Be a Trustee

12:35 PM – Group Luncheon

1:25 PM – Caregiving: America’s Rising Job Segment Panel Discussion

2:40 PM – Afternoon Break

2:50 PM – A Question of Judgment – Financial Decisions for Older Clients

3:40 PM – Case Studies in Social Security

4:55 PM – Adjournment

Basic Course Information

Learning Objectives

*Estates & Trusts

*Rising American Job Segment - Caregiving

*Identity Theft, Privacy Issues and Internet Security for Elderly Clients


Major Subjects *What are the Real Costs of Long-Term Care? *Estates & Trusts Today *Identity Theft, Privacy Issues & Internet Security for Elderly Clients *To Be or Not to Be a Trustee *Caregiving: America’s Rising Job Segment Panel Discussion *A Question of Judgment – Financial Decisions for Older Clients *Case Studies in Social Security

Course Materials

Faculty


Christopher W. Smith Related Seminars and Products


Christopher W. Smith concentrates his practice on special needs planning, elder law, and estate planning. Having a sister with Down Syndrome, Christopher has had a lifelong passion for special needs issues and has extended that passion to elder advocacy. He is licensed to practice law in both Indiana and Michigan and was a litigation attorney in Indianapolis before moving to Michigan. Christopher graduated from Indiana University Maurer School of Law (magna cum laude, Order of the Coif) where he also served as managing editor of the Indiana Law Journal. Prior to law school, Christopher majored in business and history at the University of Virginia and worked in finance for Procter & Gamble.

 

Christopher and his wife love to travel in and around Metro Detroit (often with fold-up bikes in tow) searching for hidden gems. They are even rumored to have a podcast discussing their adventures.

Some of his accomplishments and memberships include:

  • Council Member, Elder Law and Disability Section of the State Bar of Michigan
  • Selected as a “Rising Star” in both the Indiana edition of Super Lawyers Magazine (in 2009 and 2010) and the Michigan edition (2012 and 2013).
  • Volunteer Counselor, Michigan Medicare/Medicaid Assistance Program, Inc.
  • Volunteer, Guardianship Reviewer for the Oakland County Michigan Probate Court
  • Past Volunteer, Elder Law and Advocacy Center in Wayne County, Michigan






Sanford (Sandy) J. Mall, JD, CEL A, CAP, VA Related Seminars and Products

Founder and Senior Partner

Mall Malisow & Cooney PC, Farmington Hills


Sandy is the founder and senior partner of Mall Malisow & Cooney, PC - The Holistic ElderCare, Special Needs & Estate Planning Law Firm located in Farmington Hills, Oakland County, Michigan. Sandy is a past Chairperson of the Elder Law & Disability Rights Section of the State Bar of Michigan. He is a nationally board Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation, a VA Accredited Attorney and is a member of NAELA’s Council of Advanced Practitioners (CAP). Mr. Mall is a contributing editor and faculty for the Institute of Continuing Legal Education (ICLE). Sandy is a member of the Beaumont Health Institutional Ethics Committee, Educational Sub-Committee and teaches Law and Bioethics at William Beaumont School of Medicine, Oakland University.

Sandy’s credentials including the CELA & CAP designations further distinguishes him in the practice of law as a nationally recognized expert in his practice areas of estate planning, elder law, special needs disability planning and advocacy, VA benefits, Medicaid, Medicare, and probate and estate administration. He was also recognized by Worth Magazine as one of the Top 100 Lawyers in the country and has been selected as a Super Lawyer, Leading Lawyer, Best Lawyers by US News and he maintains an AV rating in Martindale Hubbell. He is a frequent speaker for the legal, accounting, health

care, mental health and financial advisory professions as well as being the author of numerous articles and seminars on all topics within his areas of expertise.

In addition to his membership on the State Bar of Michigan Elder Law & Disability Rights Section Council, he is also a member of the Probate & Estate Section, the Health Care Section and the Social Security Section, the Federal Reserve Money Smart Week Advisory Committee, and Past-Chair of the National Academy of Elder Law Attorneys (NAELA) Government Assistance Programs Section. Sandy is also a member of the ARC, the Financial Planning Association of Michigan, the Academy of Special Needs Planners, the Michigan Association of Justice (MAJ), and Wealth Counsel.

Mall Malisow & Cooney, PC provides holistic legal counseling and advocacy services to individuals, families and estates. The firm's full service legal practice areas include estate planning, business succession planning, elder law, mediation, Medicaid / Medicare beneficiary rights, elder care advocacy, special needs trusts, disability planning and advocacy, VA benefits planning, Social Security Disability and Supplemental Security Income, probate litigation, and estate administration. The firm works collaboratively with professional colleagues throughout Michigan and the United States primarily serving the Oakland, Wayne, Washtenaw, Macomb and Livingston Counties in Michigan.

Sandy and his high school sweetheart wife, Harriet (Dr. Harriet Mall) have been married more than 40 years. They have two married children and four grandchildren.






Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Accounting professionals looking for the latest updates and tools to use in the area of eldercare planning.
Original Recording Date 10/25/16
Yellow Book No
Course Developer MICPA
Date Added to Catalog 06/27/2016

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method Group Internet Based
Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Course Registration Requirements

Online Registration 


Reviews

5
4
3
2
1

Overall:      4.4

Total Reviews: 7

Comments

Ned K - Saginaw, Michigan

"I took this course last year and am glad I took it again. "