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Philadelphia Estate Planning Council

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  • October 2023 Luncheon Program

October 2023 Luncheon Program

  • Tuesday, October 17, 2023
  • 11:45 AM - 1:45 PM
  • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102


(depends on selected options)

Base fee:

Registration is closed

"Elder Law and Special Needs Planning"

COFFEE MEET AND GREET: The PEPC organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

11:30 a.m. - 12:00 p.m. Coffee Meet & Greet
11:45 - 12:00 p.m. Registration
12:00 - 1:45 p.m. Luncheon & Program


Planning for seniors and individuals with disabilities and their families is growing in importance as more Americans are living longer and living with disabilities. This presentation will focus on the nuts and bolts of elder law and special needs planning, including representing clients with diminished capacity, and the use of trusts in elder law and special needs planning. In addition, the SECURE Act made major changes to how estate planners address retirement accounts during the estate planning process. Proposed regulations attempted to clarify certain issues, including how to obtain the stretch for beneficiaries who are disabled or chronically ill and how a trust can qualify for life expectancy payouts. Mr. Krooks will address the interplay between special needs planning and retirement accounts.

Bernard A. Krooks, J.D., CPA, LLM (taxation), CELA®, AEP® (Distinguished) 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 the 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 past chair of the Elder Law Committee of the American College of Trust and Estate Counsel (ACTEC) and past 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.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

This meeting is being sponsored by

Click here to download a printable registration form.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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