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Earn 2 hours of professional education credits for CPAs by attending this complimentary breakfast seminar.

Alzheimer’s disease is on the rise and knowing how to work with clients with diminished capacity will become an essential skill for accountants and CPAs to master as clients continue to age. Please join us for a panel presentation featuring Jim McAleer, CEO of Alzheimer's Orange County, Fay Blix, Esq. of the Law Offices of Fay Blix, and Zeb Law, Esq. of Law & Stein, LLP as they share their insights, perspectives and best practices to address this growing practical and professional challenge. Topics to be addressed by this panel will include:

• Alarming Statistics on the Increasing Rate of Alzheimer’s in California, Specifically Orange and Los Angeles Counties
• Increased Reporting of Elder Abuse Resulting in Increased Litigation
• The Latest Welfare and Institutions Code Provisions
• Identifying and Understanding the Symptoms and Practical Consequences of Alzheimer’s and Dementia
• Protecting Yourself and Your Firm from Liability
• Hypothetical Case Studies 

SPEAKERS 

Jim McAleer, MPA
CEO of Alzheimer's Orange County

Jim McAleer began his career in the nonprofit world at age eighteen while pursuing an undergraduate degree in Savannah, Georgia. McAleer has worked with individuals with disabilities, children in and out of the US, seniors, and more. He has a Master’s Degree in Public Administration from Northeastern University and now serves as President and CEO of the Alzheimer’s, Orange County, an 8+ million agency serving people with memory loss and dementia. McAleer founded and Co-Chairs the OC Aging Services Collaborative and currently leads the OC Strategic Plan for Aging initiative. .

 R. Zebulon (“Zeb”) Law
Esq. of Law & Stein, LLP

R. Zebulon (“Zeb”) Law earned his bachelors’ degree (summa cum laude) from Long Island University, C.W. Post College in 1985. He went on to receive his J.D. from The American University, Washington College of Law in 1988, and his LL.M. degree (Master of Laws in Taxation) from Georgetown University. In addition, Zeb is a licensed Certified Public Accountant* (although please note the firm does not undertake any auditing matters).
Zeb has practiced law in Orange County since 1993. His practice includes estate planning, business planning, tax planning, and trust and probate administration matters. Over his career, Mr. Law has utilized his extensive knowledge and experience in tax and estate planning to implement advanced techniques that have resulted in millions of dollars of estate and gift tax savings for numerous high net worth clients (handling total assets in the billions of dollars).
Zeb has served on several state bar committees and has testified as an expert witness in a number of cases involving contested trusts. He has lectured nationally on estate planning matters, has been featured as a guest expert on talk radio, and has written and published numerous articles on estate and tax planning issues.
Zeb has been teaching as an adjunct tax and estate planning professor for over 11 years, and is currently teaching a graduate (and post-graduate) course in estate planning for the Dale E. Fowler School of Law at Chapman University in Orange, CA. Additionally, Zeb serves on the board of the Chapman University Estates & Trusts Advisory Committee, as well as the Chapman University Endowment Council.

Fay Blix
Esq. of the Law Offices of Fay Blix

Fay is an elder law attorney who has been practicing in Orange County since 1984. She was among the first group of attorneys in the nation to be certified as an elder law attorney by the National Elder Law Foundation in 1995.

Fay is the founding chair of the Orange County Bar Association Elder Law Section, is a Fellow of the National Academy of Elder Law Attorneys and a member of The Council of Advanced Practitioners. She served on the Governor’s Alzheimer’s Advisory Committee and was appointed a member of the task force to create a state plan for Alzheimer’s Disease for the State of California. She has served on several boards including the Alzheimer’s Association; Alzheimer’s Family Services Center and the Leadership Council of UCI-MIND. She was awarded The Maureen Reagan Outstanding Advocate Award from the National Alzheimer’s Association, May, 2005. She is co-author of CEB California Elder Law Resources, Benefits and Planning and California Powers of Attorney and Health Care Directives. She has been named as a “Southern California Super Lawyer (Elder Law)” as well as “Best Lawyers in America (Elder Law)” for many years. 

For more information,
please contact Jessica Gonzalez at 714.250.3150