SOP2204. Overview of Current Elder Planning Topics

A review of the most important legal, tax and financial topics facing your senior clients and their families today including planning for incapacity, estate distribution and long term care financing.

Learning Objectives:

• Determine the basic estate planning documents for senior clients including financial and health care powers of attorney, wills and revocable and irrevocable trusts and their uses.
• Identify the various tax issues facing the elderly.
• Choose the options for financing long term care expenses including private pay, Medicare, Medicaid and long term care insurance.