Calling all professional advisors! Join the Southern Arizona Estate Planning Council (SAEPC) for additional learning opportunities this summer that will be hosted and co-sponsored by the Community Foundation for Southern Arizona.

The July 2023 session will offer three bonus hours of CLE to professionals who join Southern Arizona Estate Planning Council for the 2023-2024 season. Non-members are able to attend for $75 per session.

Registration and breakfast will begin at 8:00 AM, and the first educational session will begin promptly at 8:30 AM.

Special Needs Planning: What Is It & Where To Start

When: Friday, July 21, 2023 | 8:00 AM – 11:30 AM
Where: Community Foundation Campus | 5049 E. Broadway Blvd.
Speakers: Evelyn Kleinhans, Life in Balance Accounting CPAs, PLC & Robert Fleming, Fleming & Curti, PLC

Learning objectives:

  • The basic legal and tax concepts in the formation and operation of a supplemental needs trust
  • The fiduciary taxation options of supplemental needs trusts
  • The use and taxation of retirement benefits in trusts
  • The law and concepts of the ABLE Act

About Our Speakers

Evelyn Kleinhans’ primary focus is on federal income taxation of trusts, estates, partnerships, limited liability companies, and individuals, with an emphasis on planning for complex fiduciary and real estate transactions. Evelyn holds master’s and bachelor’s degrees in accounting, both earned at the University of Arizona. She has been published in Taxation for Accountants and Taxation for Lawyers and has instructed graduate tax courses at the University of Arizona, the Arizona State Society of CPAs, and various professional groups. Her professional affiliations include the Southern Arizona Estate Planning Council, the Tucson Tax Study Group, the Arizona Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. Evelyn has volunteered with the Girls Scouts of Southern Arizona, Echoing Hope Ranch, Animals’ Crusaders of Arizona, the Jewish Federation of Southern Arizona, and the American Cancer Society. She is currently serving on the Professional Advisory Committee for the Community Foundation for Southern Arizona and the Finance Committee for Primavera Foundation.

Robert B. Fleming is a partner in the Tucson elder law firm of Fleming & Curti, P.L.C., with a practice limited to trust (and special needs trust) administration, guardianship, conservatorship, estate planning, and probate. Mr. Fleming was the original author of The Elder Law Answer Book and co-author (with the late Prof. Kenney Hegland) of New Times, New Challenges: Law and Advice for Savvy Seniors and Their Families. He is certified as an Estate and Trust specialist by the State Bar of Arizona and as a Certified Elder Law Attorney (CELA) by the NationalElder Law Foundation. Mr. Fleming is a founding member of the Special Needs Alliance (www.specialneedsalliance.com). He has lived in (and is passionate about) downtown Tucson, Arizona (a UNESCO International City of Gastronomy) for over four decades.

Please use the form below to register.