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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Estate and Financial Planning for the Older ClientCOURSE ID: OLDX
DESCRIPTION

The range of elder planning problems is vast. This course takes a fresh look at the problems the practitioner may encounter in estate and financial planning for the older clients and carrying out those plans.

DESIGNED FOR: CPAs, financial planners, attorneys, isurance agents, bankersFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: BasicPREREQUISITES: NoneCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To provode the practitioner with a complete understanding of the specific planning needs for the older client.
HIGHLIGHTS:

* Understanding Medicare * Types of life insurance and the issues specific to the insured elder * Overview of Medigap insurance * Understanding Social Security issues * Issues surrounding the structure of long-term care insurance *Medicaid planning and its implications with trusts, insurance and annuities * Planning tips using Roth or other IRAs * Special estate planning issues for the older client * Housing and care alternatives * Gifting issues for the older client

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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