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 the older clients and carrying out those plans.


LEARNING OBJECTIVES
  • To provode the practitioner with a complete understanding of the 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
  • 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

DESIGNED FOR
CPAs, financial planners, attorneys, isurance agents, bankers

FIELD OF STUDY
Specialized Knowledge & Application
Taxes

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Basic

This course is available for your group as:

Group Live
 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: 888-481-3500 or learn@blionline.org