2024-25 Elder Law Tax Planning & Strategies

Featuring New Planning Strategies
(Full-Day or 2 Half-Days)

CREDITS: 8

CATEGORY: Taxation

SPEAKER: Arthur J. Werner, Esq.

DATE: Tuesday October 29, 2024 or 2 Half-Days 10/29 & 10/30
or 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
$320.00 $285.00
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$285.00
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To download our Fall 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.