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08
Jul
2009

Bernard A. Krooks, Esq., Founding Partner at the New York Elder Law and Estate Planning firm

The conference is titled “Strategic Planning for Your High-Net Worth Clients.” Mr. Krooks will discuss Special Needs Trusts and how they work as well as proper tax planning under new tax law rules.


(1888PressRelease) July 08, 2009 - Specifically, Mr. Krooks will present a seminar titled, “Elder Law and Estate Planning - Oil and Vinegar?” Utilizing a variety of elder law planning techniques, Mr. Krooks will present how to access government-financed healthcare while preserving the family nest egg. Pertinent tax considerations, including how to balance long-term care planning with traditional tax planning for the high net-worth client, will also be discussed.

It is estimated that over 40 million Americans have disabilities. As the population ages, it is anticipated that an even higher percentage of our population will have disabilities. According to Mr. Krooks, in this climate, planning for seniors and individuals with disabilities takes on increased importance in the estate planning practice. Government healthcare benefits are more difficult to access, and insurance companies are getting tougher in their willingness to pay claims.

Mr. Krooks will present the seminar will be presented at 11:30 am on Tuesday July 21, 2009 at the New York Helmsley Hotel.

The Strategic Planning for Your High-Net Worth Clients Conference will run from 8:45 am to 5:00 pm on the July 21st. The objective of the conference is to update participants on the impact of recent legislation and tax law changes and to provide insight into today’s planning strategies for high-net-worth clients.

Bernard A. Krooks, Esq., is a founding partner of the law firm Littman Krooks LLP with offices in New York City, White Plains, NY, and Fishkill, NY. He is past President of the National Academy of Elder Law Attorneys, a Fellow of NAELA, past Chair of the NAELA Tax
Special Interest Group, and former Editor-in-Chief of the NAELA News. He co-authored the NYSBA publication Elder Law and Will Drafting and is an Adjunct Asst. Professor at NYU Center for Finance, Law, and Taxation. An expert on elder law, special needs planning and estate planning matters. Mr. Krooks has been quoted in many national publications.

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