Cannon Estate Planning Teleconference Series

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Estate Planning and Administration Issues for the Elderly and Disabled

TOPIC

Representing elderly and disabled clients requires particular expertise regarding a host of complicated federal and state law issues. These potentially vulnerable clients are often the individuals who need our services the most.

We will deal with the following important topics:

  • Preventing financial elder abuse
  • Challenging aspects of long-term care insurance 
  • Designing and administering special needs trusts 
  • Advising clients regarding IRC § 529A accounts


Time and Location

  •  

    September 25, 2018

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    12:30 PM - 2:00 PM

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    Marcum LLP
    750 Third Avenue
    11th Floor
    New York, NY 10017



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