February 2015 FSP Lexington Meeting "Long Term Care Estate Planning Issues 2015"

  • 10 Feb 2015
  • 11:30 AM - 1:00 PM
  • DoubleTree Suites; 2601 Richmond Road; Lexington, Kentucky

Registration


Registration is closed

 
    Lexington Chapter of Financial Service Professionals
February Meeting
 
Tuesday, February 10, 2015
11:30 a.m. - 1:00 p.m.
     
 
  "Long Term Care Estate Planning Issues 2015"
Presented by:
Robert McClelland, Attorney at Law
 
     
 
  Discussing Long Term Care with your clients is a key topic.  Learn more about:
-Alternatives for Planning for Special Needs
-Planning to Pay for Long Term Care
-Medicaid Planning Strategies
 
After practicing 30 years Mr. McClelland has focused his practice to counsel aging clients and special needs families regarding asset protection, guardianship, social security needs planning, public benefits, probate and estate administration.  Mr. McClelland is personally a fiduciary and special needs Trustee in multiple cases for disabled clients.  He is a member of the Kentucky Bar Association's Elder Law Committee, National Academy of Elder Law Attorneys, Inc., the Special Needs Alliance, ElderCounsel, LLC, the Bluegrass Estate Planning Counsel and Wealth Counsel, LLC, all are national collaboratives of the top elder law and estate attorneys.  Mr. McClelland was conferred with a Master of Laws Degree by Stetson Law School of Tampa, Florida and the Center for Excellence in Elder Law at their May, 2013 graduation ceremony.  Mr. McClelland currently serves on the Board of Directors for the Kentucky Guardianship Association and serves an appointment as a member of the Lexington Fayette Urban County Government's Commission on Senior Services.
     
       
  
1 Hour of CE, CLE, CPE, CFP
Registration fee:
  $20 Member pay on-line in advance
$25 Member pay at door
$30 Potential Member
 
FREE for Members that bring a First Time Membership Eligible Guest
 
    Lunch is included

    DoubleTree Suites
  2601 Richmond Road
Lexington, Kentucky
_________________________________________
Lexington Chapter FSP Board of Directors:
Timothy Dunn, JD--President
Melissa Gayheart JD--Vice President   
Daniel King, CPA, CFP, PFS--Secretary/Treasurer 
Randall F. Wright, ChFC, CMFC--Immediate Past President 
William "Al" Wilson, CLU, ChFC, CRPC
Malinda A. Shepherd, MFS, CLU, ChFC
Burke Christensen, JD, CLU
Richard Wehrle, JD, CPA 
 Douglas Vowels 
John H. Kiebler, Jr., HIA, MHP, PAHM, LUTCF, CBC 
William Atkins, CPA 
 
 


 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.420.8922 
 Lexington Chapter of Society of Financial Service Professionals. 
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