Monthly Breakfast Roundtables are held on the second Wednesday of every month from September through May, typically at the Hereford House – 5001 Town Center Drive Leawood, KS (map).

Study groups meet twice a year, typically from 4-6pm consisting of an hour of discussion followed by a social.

Networking Events are held twice year after work at various locations around the city.

Professional Day, a full day of learning, is held in January.

Mark your calendars for these upcoming meetings:

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Breakfast Roundtable – October 10, 2018

October 10, 2018 @ 7:30 am - 9:00 am

Sponsored by:


Schedule
7:30 am – Breakfast & Networking
8:00 am – Meeting & CE Program

Legal Planning to Protect Assets from Long-Term Care Costs
Presented by: Mark D. Munson, CELA

When long-term care insurance is not an option for reason of being uninsurable or cost prohibitive, proactive legal planning can be used to protect assets from exorbitant uninsured long-term care nursing home costs. This program will explain how individuals can protect their assets from uninsured long-term care costs through legal planning. Attendees will learn basic rules and concepts regarding proactive Medicaid planning. 

This program offers one hour of CE for KS & MO insurance, legal, accounting, CFP and PACE (pending approvals).

Mark joined Shepherd Elder Law, LLC in 2017 and advises clients in Elder Law, Estate Planning, SpecialNeeds Trusts, Taxation and Asset Protection. Mark received a B.S.B. with distinction from the University of Minnesota, Carlson School of Management in 1995 and a JD from the University of South Dakota School of Law in 1999. Mark is Certified as an Elder Law Attorney by the National Elder Law Foundation and is also an accredited attorney with the Veterans Administration. Mark serves on the Board for the National Academy of Elder Law Attorneys, the Steering Committee for NAELA’s Tax Section, the Finance Committee of NAELA, and he is a member of the Trusts and Special Needs Trusts Section. He is a frequent presenter at national elder law educational conferences on the topics of asset protection and taxation of special needs trusts.

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Details

Date:
October 10, 2018
Time:
7:30 am - 9:00 am
Event Category:

Venue

Hereford House – Leawood
5001 Town Center Drive
Leawood, KS 66211 United States
+ Google Map
Phone:
(913) 327-0800