Course ID: OLDX

Estate and Financial Planning for the Older Client

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 older clients and carrying out those plans.

Learning Objectives

List specific planning needs for the older client.

Major Topics

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

Who Should Attend

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Fields of Study





Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


Let's Roll!

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Or, contact BLI: 888-481-3500 or
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