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Special Needs and Elder Care Planning: How to Plan with an Eye Towards the Tax Considerations
Wednesday, August 14, 2024, 3:00 PM - 4:00 PM EST
Category: NAEPC Webinar

Special Needs and Elder Care Planning: How to Plan with an Eye Towards the Tax Considerations

Speaker: Elizabeth Forspan, Esq.
Date: Wednesday, August 14, 2024, 3:00pm - 4:00pm ET

About the Program

Elizabeth Forspan, Esq. will discuss the intricacies of special needs planning for family members with disabilities and how such planning must consider the various potential tax traps. She will discuss first party versus second party Supplemental/Special Needs Trusts as well as planning for Long-Term Care and Medicaid.

About the Speaker

Elizabeth Forspan, Esq. is a Partner with Forspan Klear LLP, a New York-based Trusts and Estates and Elder Care Law Firm.  She assists clients with wills, trusts, advance directives, estate tax planning, Medicaid and long-term care planning, adult guardianships and special needs planning.  Elizabeth speaks throughout the United States to various professional organizations and has been nominated as a Super Lawyer Rising Star every year from 2016 through 2024.  She is the author of award-winning articles in professional publications and has been quoted in the New York Times.  Elizabeth has appeared on MarketWatch and has written for the New York Law Journal.  She is dedicated to her clients and the legal community and she serves on the boards of non-profits.

 

Registration Fees

 

Yearly Subscription

The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Prices start at $280. See complete information and registration form.

Single Webinar Registration Fees

  • $40 / Accredited Estate Planner® designee or Junior/Student
  • $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