Estate and Financial Planning for the Older Client (Currently Unavailable)

Author: Arthur Joseph Werner

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.

Publication Date: February 2014

Designed For
CPAs, attorneys, financial planners, insurance agents, and bankers.

Topics Covered

• 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

Learning Objectives

• Distinguish between the different specific planning needs for the older client.
• Define Medicare and Medigap

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None