Total Credits: 8 including 8 Estate Financial Planning, 8 Taxes - Technical
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
*Estates & Trusts
*Rising American Job Segment - Caregiving
*Identity Theft, Privacy Issues and Internet Security for Elderly Clients
Important CPE Credit Information (0.06 MB) | Available after Purchase |
Eldercare Planning Symposium_Handout_10.25.2016 (10.20 MB) | 132 Pages | Available after Purchase |
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:
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.
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
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