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Gulf Coast - Joint meeting with the SW Florida Estate Planning Council - How to Help Protect Seniors (GU011618)

 
Date:Tuesday, January 16, 2018
Time:5:30pm - 7:30pm
(Registration at 4:30pm )
Facility:Michael's on East, Sarasota
CPE Credit:2.0 Technical Business
Vendor:Florida Institute of CPAs (Chapter)
Early Bird Price:Not applicable or see below.

Description:

Registration is now Closed - Meeting is Full

How to Help Protect Seniors
Credit(s) and Type: 2 | Technical Business
Speaker Name: Stuart C. Bear

I Have It Because Mom Likes Me The Best: How To Help Protect Vulnerable Seniors From Financial Exploitation

This program will review the “law” of advising elderly clients.  The program reviews a combination of statutes and case law addressing disability planning, succession planning, and eligibility for entitlement benefits, combined with practical knowledge of human interactions and family dynamics.  The program addresses both the written law, as well as the practical law, in advising elderly clients and, more specifically, what can be done to protect vulnerable seniors from financial exploitations.

Stuart C. Bear is a partner, shareholder, and the President of Chestnut Cambronne PA and holds a national reputation for providing the highest level of succession planning services for individuals and businesses; including single individuals, married couples, domestic partnerships, blended families, and seniors. His practice specializes in wills, trusts, disability planning, powers of attorney, living wills, asset protection, and Medical Assistance planning. A native of Superior, Wisconsin, Stuart received his B.A. from the University of Minnesota, Phi Beta Kappa, and his J.D. from William Mitchell College of Law.

Stuart is distinguished as a fellow of the American College of Trust and Estate Counsel (ACTEC). Its members are elected to the College by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors. He has also been designated a Super Lawyer, as well as one of the Top 40 Estate Planning Lawyers in Minnesota, by Super Lawyers magazine. Stuart is AV rated by Martindale-Hubbell, a testament to his peers ranking him at the highest level of professional excellence.

Stuart is a member of the Minnesota State Bar Association's Elder Law Governing Council, Probate and Trust Law Section, and Real Estate and Elder Law Section. He is also a current member of The National Academy of Elder Law Attorneys, Inc. (NAELA). Stuart is a frequent speaker at legal education seminars for attorneys, financial planners, and community organizations. He is currently an Adjunct Professor at the University of St. Thomas School of Law, located in Minneapolis, where he teaches courses on wills and estates.

 

 

Chapter Registration Contact
Name: Daniel Raymond
Email: draymond@natherson.com
Phone: 941-923-1881

Meal Description

  • Cocktails and networking between 4:30pm and 5:30pm
  • There will be a served dinner during the presentation.

Member Cost $75.00
Non Member Cost $115.00

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Call Member Services at (800) 342-3197.

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Not paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions.

  • Mail your reservation payment to:
    Florida Institute of CPAs
    P.O. Box 5437
    Tallahassee, FL 32314-5437
    Please make checks payable to: Florida Institute of CPAs


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Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Tuesday, January 16, 2018
General Sessions
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