2024-25 Elder Law Planning and Strategies

Featuring New Planning Strategies

CREDITS: 8

CATEGORY: Professional Practice

SPEAKER: Arthur J. Werner, Esq.

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

$250.00 $125.00
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$125.00
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To download our Summer 2024 Schedule click here.
To download our CLE brochure click here.

For any questions or concerns please email us at cpe@aceseminars.com or leave a message at (718) 544-1929.