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2017 July Dinner Meeting

July 19, 2017 @ 5:30 pm - 8:40 pm

Starts at $40.00

July Dinner Meeting
Eldercare Law and Asset Protection
Speaker: Attorney John Massih

Attendees will learn how clients can properly protect themselves from rising cost of health care/long-term care in the home or a facility. The following will be discussed:
-Proactive planning tools and strategies.
-Spousal protection rules-How to avoid impoverishing the spouse
-Crisis management for clients who are receiving long-term care services
-Tax ramifications of Trust used in Elder Care Planning situations

No Federal CEs (IRS Circ 230) for for this session
CPAs, CFPs, and Attorneys may qualify!

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program

RSVP no later than the Sunday before the meeting
Members: $40.00    Guests: $50.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either.   Walk in Fee add $20.00.

Details

Date:
July 19, 2017
Time:
5:30 pm - 8:40 pm
Cost:
Starts at $40.00

Venue

Anthony’s Lake Club
10 Christopher Columbus Ave
Danbury, CT 06810 United States
+ Google Map
Phone
203-792-4100
View Venue Website

Organizer

NY/CT Association of Tax Professionals, Inc.
Email
ccarpentieri@snet.net
View Organizer Website