Elder Law Planning and Strategies

Featuring New Planning Strategies Under TCJA


CATEGORY: Professional Practice

SPEAKER: Arthur J. Werner, Esq.

This unique seminar will highlight new tax strategies for elder law planning under the Tax Cuts and Jobs Act by Arthur Werner, who is one of the most knowledgeable tax experts in Estate & Elder Law.

Topics & Learning Objectives Include:

  • Medicare and Medicaid
  • Medigap
  • Life Insurance
  • Understanding Social Security Issues
  • Long-term Care Insurance
  • Medicaid planning and its implications with trusts, insurance, and annuities
  • Planning tips using Roth and other IRAs
  • Special estate planning issues for the older client
  • Housing and Care Alternatives
  • Domicile Planning
  • NY, NJ, CT Elder Law Planning
  • Gifting Issues for the Older Client
$250.00 $125.00
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For multiple seminar discounts or for firm discounts please contact us

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To download our Fall & Winter 2023 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.