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Complying with the Requirements When Financial Planning for Elder Clients
There are a lot of problems when it comes to elder planning. The range is vast, and the subject is specific.
This session by expert speaker Arthur Werner explains the problems a practitioner might encounter in estate and financial planning for elder clients, by providing a fresh outlook to them and helping them carry out those plans.
The session will equip the practitioner by providing a comprehensive understanding of the specific requirements needed when you’re planning for elder clients. You will also get guidance which will help you assist elder clients in dealing with retirement issues. Also, you will be able to deal with complex estate issues that is specific to your elder clients. The webinar will also update you on health care issues stemming from Medicare and the Affordable Care Act.
Understanding specific planning needs for elder clients
Assisting an elder client in dealing with retirement issues
How to deal with complex estate issues specific to the elder client
Healthcare issues stemming from Medicare and the Affordable Care Act
Understanding health care issues
Types of life insurance and the issues specific to the insured elder
Understanding Social Security issues
Medicaid planning and its implications with trusts, insurance, and annuities
Retirement distribution planning
Special estate planning issues for the older client
Gifting issues for the older client
NASBA & IRS Category of Study: Taxes
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Arthur Joseph Werner, JD, MS (Taxation), received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxa...