2024-25 Elder Law Tax Planning & Strategies Featuring New Planning Strategies
(Full-Day or 2 Half-Days)
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(Full-Day or 2 Half-Days)
CREDITS: 8
CATEGORY: Taxation
SPEAKER: Arthur J. Werner, Esq.
DATE: Tuesday November 19, 2024 or 2 Half-Days 11/19 & 11/20
or Wednesday December 11, 2024 or 2 Half-Days 12/11 & 12/12
or Thursday January 16, 2025 or 2 Half-Days 1/16 & 1/17
TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern
8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up
Half Day Option: View Anytime Between 9AM-5PM Eastern on each day.
LOCATION: All New (2024) Pre-Recorded Webinar With Live Q&A
This unique seminar will highlight new tax strategies for elder law planning for 2024-25 and beyond by Arthur Werner, who is one of the most knowledgeable tax experts in Estate & Elder Law.
Topics & Learning Objectives Include:
- Life Insurance
- Long-term Care Insurance
- Domicile Planning
- Medicare and Medicaid
- Medigap
- Medicaid planning and its implications with trusts, insurance, and annuities
- Gifting Issues for the Older Client
- Special estate planning issues for the older client
- Portability
Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.
- Program Level: Intermediate
- Prerequisites: Basic Knowledge of Estate & Elder Law Taxation
- Advance Preparation: None Required
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