Financial Planning for the Elderly, Disabled, and their Families (Including Reverse Mortgages) (from Annual Advanced Elder Law Update 2014) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0 (GAL Incap: 1.0)

MCLE Credit: 1.0 (Ethics: 0.0; GAL Incap: 1.0)
Live-Interactive Credit: 0.0
Price: $70 (Includes a downloadable audio version.)
Viewable Through: 09/30/2017


A pre-recorded streaming VIDEO replay of one session from the September 2014 live seminar, 23rd Annual Advanced Elder Law Update Seminar.

GAL Continuing Credits: 1.0

Note: Your GAL certificate may be found at the front of your written materials.

Will your client run out of money? Can your client afford to hire in-home 24/7 care? If so, for how long? How confident are you in the projections that the financial planner is providing? What is “Monte Carlo” analysis? What are the tax ramifications? A good financial plan needs to cover a number of bases. This presentation will give you the tools to identify those elements and evaluate the merits of both the plan and the financial planner.


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I. Mark Cohen, Cohen & Burnett, PC / McLean

I. Mark Cohen, JD, LL.M, CFP® is the founding partner and visionary for both OptiFour Integrated Wealth Management, LLC, Registered Investment Advisor, and Cohen & Burnett, P.C., Attorneys and Counselors at Law, as well as co-author ofLessons to My Children: Simple Life Lessons for Financial Success, Wealth and Abundance.

Mark is licensed to practice law in both Virginia and Arizona. Mark is a past president of the Northern Virginia Estate Planning Council and is an active member of the Legislative Committee of the Wills Trusts and Estates Section of the Virginia State Bar Association. Mark is a frequent lecturer and writer at attorney CLE seminars where he specializes in estate taxes and ethics.

Mark has been published extensively in trusts and estates journals and magazines, and is the author of the first and only comprehensive treatise on the Uniform Trust Code, (Cohen, 864 T.M. 1st, Uniform Trust Code).

Mark grew up in an Air Force family the son of a rocket scientist. He has lived in Ohio, Colorado, California, Israel, Arizona and Virginia. He met his former wife, Kathy, during his first year of law school while she was working on her Masters in Teaching English as a Second Language. Together they have two children, Michael and Rachel, both William and Mary graduates. Michael is a Second Lieutenant in the U.S. Army and Rachel is a primary school teacher with Teach for America in San Antonio, Texas.

Mark enjoys woodworking, guitar, and anything that gets him outdoors, especially cycling, kayaking, flying small airplanes, sailing, and backpacking. He is a passionate supporter of the Leukemia & Lymphoma Society and was once nominated as a candidate to be Man of the Year of their National Capital Area chapter where he raised nearly $50,000 for cancer research in just 10 weeks.

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