[WEB] Estate and Financial Strategies for the Mature Client

Description

LINK AND INSTRUCTIONS TO COME FROM HSCPA ONE DAY PRIOR TO SESSION

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.

Highlights

• 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.

Objectives

At the end of this course, you will be able to:

• Discussing specific planning requirements for the older client.

Designed For

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