NAEPC Webinar: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq. of Forspan Klear, LLP, a New York-based Estate Planning and Elder Law firm, will discuss the various aspects of planning for those with disabilities as well as planning for clients with family members who are disabled and in receipt of government benefits. The lecture will include a discussion of Supplemental Needs Trusts and the taxation of such trusts. Elizabeth will also review important information regarding guardianship and conservatorship proceedings as well as planning with advance directives.
Elizabeth speaks throughout the United States on various aspects of Elder Care Planning, Tax Law and Estate Planning. She was the recipient of the prestigious Max Block Award for Outstanding Article in the Category of Technical Analysis, awarded by the New York State Society of Certified Public Accountants’ CPA Journal for her article “Casualty Losses for Property Damaged by Hurricane Sandy”.
Elizabeth has been named a Super Lawyers Rising Star in the areas of Estate Planning and Probate and Elder Law in 2016, 2017, 2018, 2019, 2020, 2021 and 2022. Elizabeth has been featured in New York Magazine, MarketWatch, and she has been quoted in the New York Times. Elizabeth’s articles and contributions have been featured in the New York Law Journal.
Elizabeth earned her Juris Doctor from Fordham University School of Law and her B.A. from Queens College of the City University of New York, where she graduated summa cum laude and is a member of Phi Beta Kappa.
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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.
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To register for an upcoming program, click on "register here" on the page associated with the program you will be attending live or on-demand. Those who are new to the Tradewing system must create an account before registering.
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.
Sponsorship
Webinar sponsorship is now available! Direct inquiries to Ed Socorro @ 312-600-5303 or sponsorship@naepc.org.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis! Participants must create an account and then register for the webinar they would like to attend.
