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