Estate and Financial Strategies for the Mature Client
Monday, June 10, 2024
8:00am - 3:30pm (opens at 7:30 AM) EST
8Credits
Technical Business
Registration is Open
Members
$295.00 Regular Price
Non-Members
$395.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/MAOLDXWS
Level: Basic
Vendor: Werner and Rocca Seminars, Ltd
Field of Study: Taxes
Overview:
The realm of elder planning encompasses a wide array of challenges. This course offers a fresh perspective on the issues practitioners may confront in estate and financial planning for older clients, as well as executing these tailored strategies.Objectives:
Discussing specific planning requirements for the older client.Presenters:
-
Arthur Joseph Werner
Read more about Arthur Joseph Werner here
Major Topics:
- Proficiency in deciphering Medicare intricacies.
- Categorization of life insurance types, with a focus on issues relevant to the insured elder.
- Comprehensive overview of Medigap insurance.
- Grasping nuances surrounding Social Security considerations.
- Delving into Medicaid planning and its interplay with trusts, insurance, and annuities.
- Utilizing planning insights utilizing Roth and other IRAs.
- Addressing unique estate planning considerations for mature clients.
- Exploring housing and care alternatives.
- Tailoring estate planning strategies for the specific needs of older clients.
- Navigating gifting intricacies applicable to older clients.
Major Topics:
- Proficiency in deciphering Medicare intricacies.
- Categorization of life insurance types, with a focus on issues relevant to the insured elder.
- Comprehensive overview of Medigap insurance.
- Grasping nuances surrounding Social Security considerations.
- Delving into Medicaid planning and its interplay with trusts, insurance, and annuities.
- Utilizing planning insights utilizing Roth and other IRAs.
- Addressing unique estate planning considerations for mature clients.
- Exploring housing and care alternatives.
- Tailoring estate planning strategies for the specific needs of older clients.
- Navigating gifting intricacies applicable to older clients.