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Concurrent Session Onsite and Online

PFP2313. Paying for Long Term Care - Using Trusts for Planning Around Shortfalls in LTC Resources

Elizabeth Forspan, Esq., a Trusts and Estates and Elder Care attorney based out of New York, will discuss the various options available for paying for long term care. The session will include a discussion about long term care insurance, private pay options and the Medicaid program.

Learning Objectives:

  • To understand the tax considerations associated with Medicaid and Long Term Care planning.
  • To understand the various options available for paying for Long Term Care.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Finance
Level
Intermediate
Prerequisites
3-4 years in the Profession
Advanced Preparation
NA
Session Tags
PFP
CFP