Learn What Happens at the Intersection of Elder Law, Asset Protection and Accounting
2 CPE (TAX)
SPECIAL LONG ISLAND EAST LOCATION
Speaker: Aaron E. Futterman, Esq., CPA
Date: Thursday, August 8, 2019
Time: Registration/Breakfast/Program:7:45 AM - 10:00 AM
Location: Atlantis Banquets & Events - Hyatt Place LI East End - 431 Main Street., Riverhead, NY 11901
Learning Objective: To recognize the common misconceptions about asset protection, determine penalizing transfers, identify goals associated with undertaking asset protection steps and discuss specific asset protection vehicles like life insurance. Learn the reasoning behind the legal measures recommended. Identify several of the more common types of trusts and understand how they impact asset protection and tax liability. The costs for long term care will be described and possible options available to offset these costs will be discussed. Recognize the objections some people have about shielding assets as protection. Learn the updated estate planning laws which need to be considered from a tax perspective.
Cost: Members: On or before Friday, August 2 - $40
Non Members: On or before Friday, August 2 - $50
After Friday, August 2 - Members $50 / Non-Members 60
At the Door: $65
Register at: go.nccpap.org/nschapter/home
For more info contact the Office: (516) 997-9500 x2 or
email: kcasey@ns-nccpap.org