"Planning for Aging Clients and Chronic Illness" and "Estate Planning Nuggets: a potpourri of different planning ideas"
The Quad City Estate Planning Council is pleased to partner with the Illowa Partnership for Philanthropic Planning (IPPP) for their July Program:
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD - "Planning for Aging Clients and Chronic Illness" and "Estate Planning Nuggets: a potpourri of different planning ideas"
Monday July 13, 2015
11:30 a.m. to 1:00 p.m. (Sandwich buffet available starting at 11:00 a.m.)
Cardiovascular Center at Genesis East Hospital
1236 E. Rusholme Street
Davenport, Iowa 52803
Martin Shenkman is a nationally recognized expert on estate and tax matters with offices in Fort Lee, New Jersey and New York City. He has published 42 books and more than 1,000 articles. He is on the editorial board of Trusts & Estates Magazine, and has been a speaker at the Heckerling Estate Planning Institute and has participated in numerous panel programs for the Real Property, Trust and Estate Law Section of the American Bar Association.
Cost for Program is FREE for QCEPC, IPPP, and AFP-QC members
Non-members cost is $10.
(Please Note: Non-Member “no-shows” will be billed for the cost of their luncheon)
QCEPC Members & Guests, please RSVP to QCEstatePlanningCouncil@GMail.com by Wednesday July 8th, 2015.
**Special Thanks to Wells Fargo Wealth Management for sponsoring this event **
Application for IA CLE Credits will be submitted for this Program
For IPPP information Please contact Kellie Esters via email at Kellie.Esters@UnityPoint.Org or by calling 309-764-7027.
For information about joining the Illowa Partnership for Philanthropic Planning, please contact Lois Kundel, Membership Chair, via e-mail at lois.kundel@palmer.edu or by calling 563-884-5611.
