Redwood Empire Estate Planning Council

Continuing Education Credit

Continuing education credit will be available at each webinar for Accredited Estate Planner® designees.  In addition, a certificate of completion will be made available for those professionals that feel the program satisfies their continuing education requirements and are able to self-file.  Councils may also file the program in their home state for programs offered in a group setting.

Registration Fees

• $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
• $60 / member of an affiliated local estate planning council or at-large member of NAEPC
• $100 / individual non-member
• $250 / council meeting or group gathering (council dues must be current at the time of registration)

*Special note for those in an area of the country that does not observe daylight savings time...  please take special care to review the timing of the program when you receive your confirmation, and to adjust it based on the current time of year.  All NAEPC programs take place at 3:00 pm ET unless noted otherwise on this website or within an NAEPC newsletter. 

February 11, 2015 - 3:00 pm - 4:00 pm ET
Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished) - Littman Krooks LLP
Sophisticated Drafting and Administration Issues for Special Needs Trusts

Special Needs Trusts are often an important component of an estate plan for an individual with special needs and his or her family. Knowing which type of Special Needs trust (SNT) to utilize is only part of the solution. In this webinar, Bernard A. Krooks will review the drafting issues you will need to consider in order to ensure that the SNT offers the greatest amount of protection and the most flexibility for the intended beneficiary. In addition, Mr. Krooks will review significant issues which arise during the administration of many SNTs. These issues, if not properly addressed, can result in the loss or reduction of public benefits for the beneficiary.

Bernard A. Krooks is a founding partner of the law firm Littman Krooks LLP, chair of its elder law and special needs department, and is a nationally-recognized expert in all aspects of elder law and special needs planning. He is past president of the Special Needs Alliance, a national, invitation-only, not-for-profit organization dedicated to assisting families with special needs planning. Mr. Krooks is past president and fellow of the National Academy of Elder Law Attorneys, past chair of its tax section and past editor-in-chief of NAELA News, as well as a founding member and past president of its New York chapter and in 2008 received the chapter’s Outstanding Achievement Award for his lifelong work on behalf of seniors and those with disabilities. Krooks is past chair of the elder law section of the New York State Bar Association and past editor-in-chief of its newsletter, the Elder Law Attorney. He is also a member of the trusts and estates law and tax sections of the New York State Bar Association and co-authored the chapter entitled “Creative Advocacy in Guardianship Settings: Medicaid and Estate Planning, Including Transfer of Assets, Supplemental Needs Trusts & Protection of Disabled Family Members” of its publication Guardianship Practice in New York State and its publication Elder Law, Special Needs Planning and Will Drafting. He serves on the editorial boards of Exceptional Parent Magazine, Trusts & Estates magazine, and Leimberg Information Services. Krooks, a sought-after expert on elder law, special needs planning and estate planning matters, has been quoted in many national publications, has presented at national educational conferences, has testified before the United States House of Representatives and the New York City Council on long-term care issues, and has appeared on many radio and national television programs. Krooks is past president of the Estate Planning Council of Westchester, serves on the advisory board of The NAEPC Education Foundation, and is a member of the New York City and Hudson Valley Estate Planning Councils. 

REGISTER HERE

Upcoming Programs

March 18, 2015
John J. Scroggin, JD, LL.M., AEP® - Scroggin & Company, P.C.
Basis Planning
For decades the primary tax focus of estate planning has been in the minimization of transfer tax costs. For over 99% of Americans, the passage of ATRA shifted the tax focus of estate planning to income tax planning and tax basis planning. Jeff Scroggin will discuss some of the practical traps and opportunities in planning for the basis of assets, including pre-mortem basis planning, planning for loss assets and why many of the previous techniques clients previously adopted have pivoted 180 degrees.

John J. (“Jeff”)  Scroggin has practiced as a business, tax and estate planning attorney in Atlanta for 36 years. Jeff serves as a member of the board of directors of the University of Florida College of Law and as a founding trustee of the University of Florida College of Law Tax Institute. Jeff served on the board of directors of the NAEPC from 2002 to 2010 and was founding editor of the NAEPC Journal of Estate and Tax Planning from 2006-2011. He was co-editor of CCH’s Practical Estate Planning from 2004 to 2006. Jeff is the author of over 250 published articles, white papers and books. Jeff has been quoted extensively, including 8 times in the Wall Street Journal, on CHH Headline, National Public Radio, the New York Times, Fortune, Forbes, Kiplinger’s, Money, the International Herald Tribune, the Chicago Tribune, The South China Post, The LA Times, Newsday, and the Miami Herald.  REGISTER HERE

April 22, 2015
Program TBD

May 13, 2015
Special program presented by Care.com

Webinar Cancellation Policy:  Cancellations made prior to 14 days of the webinar will be eligible for a 75% refund. Cancellations within 14 days are not eligible for refund. All cancellations will receive the replay link. Please direct questions about billing or refunds to [email protected] or 866-930-4500.

Past Programs

Missed a live program?  Not to worry!  Archives of all programs are available.   The fee to participate is the same as the live feed. 

To obtain an archive of the following programs, please click HERE.

• 2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go! (advanced - intermediate) Turney P. Berry, JD, AEP®
• Avoiding the Twilight Zone of Estate Administration M. Holly Isdale, JD
• Charitable Strategies to Help Create and Protect Legacy Laura Malone, CAP®, CEPA
• Family Investment Partnerships: Structure, Design, Issues & Problems (Beyond the Valuation Discount) Paul S. Lee, JD, LL.M., AEP® (Distinguished)
• Increasing Client Receptivity from The Right Side of the Table Todd Fithian
• The ATRA-Math: Estate Planning After the American Taxpayer Relief Act of 2012  Thomas J. Pauloski, JD
• Life Insurance Policy Valuation: At Best an Art, Not a Science  Lawrence Brody, JD, LL.M., AEP® (Distinguished)

To obtain an archive of the following programs, please email the national office or phone 866-226-2224, making sure to include the specific webinar you wish to purchase.

• Perspectives on the Future of Estate Planning as a Profession  Lawrence Brody, JD, LL.M., AEP® (Distinguished) , Stuart Kessler, CPA/PFS, JD, LL.M., AEP® (Distinguished) & Jeffrey N. Pennell, JD
• Special Needs Trusts, What Every Estate Planner Needs to Know Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP®
• The Changing Landscape of Planning for Gay and Lesbian Couples: Opportunities (and Risks) Post-DOMA  Erica Nadeau, CPA & Scott E. Squillace, Esq.
• The Hybrid Domestic Asset Protection Trust:  a Third-Party Trust That Can Turn Into a Self-Settled Trust Steven J. Oshins , JD, AEP® (Distinguished)
• How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients  Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
• 2014 Heckerling Institute Highlights  Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
• Cognitive Errors in Group Decision Making Nancy B. Rapoport
• In-home, Private-duty Care is on the Rise: Understanding the Impact of New Legislation and How to Help Clients with Employment Risks & Responsibilities Tom Breedlove / Care.com (No fee to participate)