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!
AGENDA11:30 a.m. - 12:00 p.m. Coffee Meet & Greet 11:45 - 12:00 p.m. Registration 12:00 - 1:45 p.m. Luncheon & Program
PROGRAM OVERVIEW
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.
The Philadelphia Estate Planning Council and the Financial Planning Association of the Philadelphia Tri-State Area are hosting a joint drop-in networking event for members and guests of both organizations on Thursday, October 26th at City Tap in Logan Square.
This event presents a unique opportunity to expand your professional network, engage with like-minded individuals, and build lasting relationships in a relaxed atmosphere with good food, craft cocktails and great conversation with other industry professionals.
Registration fee: $20 per person Includes light appetizers. Cash bar available for drinks.
No refunds for cancellations received after October 24, 2023.
Join us for Cross-Professions Networking Nights, hosted by the PICPA. We're putting CPAs and other accounting professionals in the same room with attorneys, financial professionals, and other business leaders -- it's niche networking with a purpose. With over 20 participating partner organizations, make lasting connections, create synergies, and foster innovative discussions.
Registration Fee: $55 (Refreshments include appetizers and an open bar.)
The November program will be offered as a virtual meeting only. We will not be offering an in-person option.
When a retirement account owner dies, advisors must guide the survivors. Learn how to advise beneficiaries, executors, and trustees regarding titling the account, minimum required distributions, estate tax valuation, transferring the account to heirs, post-death Roth conversions, disclaimers, the IRD deduction, advising a surviving spouse, and cleanup strategies to improve tax results, as we cope with the new regime of SECURE, SECURE 2.0, and the IRS’s proposed RMD regulations.
Natalie Choate, JD, is a lawyer, writer, and speaker whose mission in life is to translate the tax rules dealing with retirement benefits into practical English for the benefit of estate planners and other tax professionals, so they can serve their clients. Her book Life and Death Planning for Retirement Benefits is a leading resource for lawyers, accountants, financial planners, professors, students, and everyone else who needs to understand planning and compliance for retirement accounts.
Natalie is a former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she has received the “Distinguished Accredited Estate Planner” designation and “Lifetime Service Award” from the National Association of Estate Planners and Councils.
Natalie is a frequent contributor to Leimberg Information Services Employee Benefits and Estate Planning newsletters and to Ed Slott’s IRA Advisor. Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. She has lectured in all 50 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning and Financial World.
Celebrate the most wonderful time of year with the Philadelphia Estate Planning Council at our annual Holiday Celebration. This year's event will be held at Union Trust on Chestnut Street.
Heavy appetizers and light dinner buffet will be served and each attendee will receive two drink tickets (cash bar available for additional drinks).
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
