Quarterly Chapter Meeting - DINK Planning
Date: Thursday, October 8, 2015
Time: 3:30pm - 6:30pm
Location: New Riff Distillery
Speaker: Amy R. Tripp
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Quarterly Chapter Meeting
Thursday, October 8, 2015
At the New Riff Distillery
DINK Planning: The Rise of Dual Income,
No Kids Couples
Speaker: Amy R. Tripp
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| A Special Thank You
To Our
Season Sponsor
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Credits Approved:
CFP
CPA
Kentucky Insurance
Kentucky Legal
Ohio Insurance
Ohio Legal
Click Here to Download the New Professional
Application!
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Date:
Thursday, October 8, 2015
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Meeting Cost:
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Time:
3:00pm-3:30pm Registration
3:300pm-5:00pm Presentation
5:00pm-6:30pm Networking, Cocktails & Tour
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Location:
New Riff Distillery
24 Distillery Way
Newport, KY 41073
Directions & Parking Information
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**New Professionals are those who have been practicing for less than five years are encouraged to print and submit the one-time Pre-Registration Application which must be completed and returned prior to the registration deadline. Upon submission, you will be authorized to attend this and future seminars for the "Member" price.
10% Discount for groups registering 10 or more attendees.
Deadline to Register: Monday, October 5, 2015
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DINK (Dual Income, No Kids) couples are increasing and there are special planning issues that should be considered when counseling for estate planning and long term care. The lack of children eliminates the most natural group of trusted persons to act as agents, trustees and care givers.
The planner will consider special language and instructions including but not limited to the use of fiduciaries, trust protectors, trust advisors and care managers when drafting estate planning documents. The planner will consider the use a special trustee instruction letter/memorandum as a guide to personal care choices and other directions for increased quality of life. The planner will provide options to preserve dignity and minimize risk as the DINK couple becomes vulnerable during aging.
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 Amy R. Tripp
Amy Rombyer Tripp concentrates her practice in the areas of elder law, estate planning, and special needs planning. Active in the State Bar of Michigan, she is the former chairperson of the Elder Law and Disability Rights Section and a member of the Probate and Estate Planning Section. Ms. Tripp is a fellow with the American College of Trust and Estate Counsel and a member of the Special Needs Alliance, an invitation-only nonprofit organization whose members are leaders in their states in the special needs area. She is also a member of the National Academy of Elder Law Attorneys, the Academy of Special Needs Planners, and the National Alliance on Mental Illness. She has been selected for inclusion in Super Lawyers Magazine since 2008 thru 2015 and named the Best Lawyers® 2014 Lansing Elder Law "Lawyer of the Year." Ms. Tripp also received the 2009 Nadene Mitcham Courage and Heart Award from the Michigan Campaign for Quality Care and is a frequent speaker on issues of elder law and special needs to other professionals, community groups, and nonprofit organizations
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