Session 1 – 1 – 2:45 pm –  What Accountants Need to Know About Trusts & Intro To Medicaid Planning with Todd Bornstein, Selzer Gurvitch Rabin Wertheimer & Polott, P.C.

• Course will provide an overview of revocable trusts and irrevocable trusts – purpose, creation, administration, benefits, income tax treatment, estate tax effects. Review Grantor Trusts – purpose, administration, benefits, common methods to create. Overview of Medicaid laws and planning techniques.

Session 2 – 2:50 – 4:30pm – The New Normal: Legal Considerations for Returning to Work with Sarah Lemmert and John Archibald, Franklin & Prokopik, P.C.

• Join us for this timely session and learn how employers can navigate the legal issues in returning to work in the COVID-19 pandemic. We will discuss legal issues for employers surrounding the COVID-19 vaccine, preparing the office and workforce for return to work, and considerations for teleworking.