NAEPC Webinar: Special Needs and Elder Care Planning: How to Plan with an Eye Towards the Tax Considerations
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.
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.
REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.
See all upcoming and previous webinars
The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
Fees
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year for one discounted fee.
Individual | Series | Type |
---|---|---|
$40 | $280 ($360 value) | Accredited Estate Planner® designee or Estate Planning Law Specialist certificant |
$40 | $280 ($360 value) | Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy) |
$60 | $420 ($540 value) | Member of an affiliated local estate planning council or at-large member of NAEPC |
$100 | $700 ($900 value) | Non-member |
$250 | $1,125 ($2,250 value) | Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together) Additional feeds available for $25 per feed per webinar by contacting us after the initial registration. |
To Register
- Individual Program: Click on "register here" on the page associated with the program you will be attending live or on-demand.
- Series Subscription: REGISTER FOR THE SERIES. We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.
For Our Councils
NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.
Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.
*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Questions
Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.