CANCELLED: Estate and Financial Planning for the Older Client (17WL01-14)
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.
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
