APPROVED CREDITS AVAILABLE FOR CPAs AND LAWYERS!
The New Jersey Foundation for Aging (NJFA) is pleased to announce the upcoming session on recognizing cognitive impairments and their impacts when considering financial and estate planning needs. This session will be presented by national experts covering both the medical realities and the legal imperatives on June 19th at Baltusrol Golf Club.
The speakers include John Heath, MD, AGSF, clinician, researcher, and author of more than 60 articles. He will provide examples of conditions that may compromise clients: brain injury, stroke, Alzheimer‚Äôs, COPD, MS, Parkinson disease. These are just some of the many risk factors that may impact your client‚Äôs cognitive capacity.¬† Martin Shenkman, CPA, MBA, AEP, PFS, JD, who is legal practitioner and award winning author of more than 40 books on tax and estate planning will present practical steps to assess the client‚Äôs estate and financial planning needs, drafting steps, financial tools and legal safeguards to create to mitigate the risks clients with health challenges face.
Five million Americans are living with Alzheimer‚Äôs disease; 400,000 are living with Multiple Sclerosis; Parkinson‚Äôs disease affects 1% of those over age 65; 130 million Americans live with some type of chronic disease. Clearly, these health issues and others affect Estate Planning.
3 CPE hours approved for CPAs; 3 CEs approved for CFPs; 3 CLEs have been approved for attorneys.
The session is being held at the Baltusrol Golf Club, 201 Shunpike Road, Springfield, NJ 07081 on June 19th. To Register go to www.njfoundationforaging.org/events.html