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Estate Planning and Long-Term Care Planning for the Elderly (4101191B)

 
REGISTRATION STATUS: OPEN

Under the Deficit Reduction Act of Feb. 8, 2006, the ability to plan for long-term nursing home care has been severely restricted, and public benefit programs are a tangled web of confusion. Better equip yourself to guide your clients through long-term care planning for health care and finances. This course overviews essential legal documents, and emphasizes estate planning, income tax and capital gains tax planning, as well as long-term care planning using public benefit programs.

Date:Friday, October 22, 2010
Time:8:30 AM - 4:30 PM (Registration at 7:30 AM)
Facility:TBA
Area:Inland Empire
CPE Credit:6.5 Estate Plan/Trust
6.5 MCLE (Min Cont Legal Educ)
8.0 CFP-Estate Planning
8.0 CPE (Continuing Professional Education)
Instructors: David B. Gaw Esq. / Barbara Bergstein Esq
Developer:Barbara Bergstein A Professional Law
NASBA Subject Area:Taxes
Delivery:Group Live
Course Level:Beginning
Fee:$315 CalCPA Members, $415 Nonmembers
Coupon Fee:$0
VP Fee:$0

Objectives:
  • Understand rules for the treatment of income and resources.
  • Learn how the courts can protect the family assets for the well spouse.
  • Understand how to use irrevocable grantor trusts.
  • Explore estate planning for seniors.
  • Review specific needs trusts.

Major Topics:
  • Estate planning for the elderly
  • Medicare
  • SSI and Social Security disability
  • Medi-Cal for long term care under the Deficit Reduction Act of 2006
  • Rules for the treatment of income
  • Rules for the treatment of resources
  • Preventing spousal impoverishment-federal and state law
  • Use of the irrevocable trust (specific needs, income tax defective)
  • Estate Planning for Seniors Include House Trusts, QPRTS, DPAs
  • IRA and Beneficiary Designation
  • Undue Influence
  • Capacity
  • Conservatorships

Designed for:

CPAs, financial planners and attorneys whose practice includes a growing elderly population or children of aging parents.

Prerequisite:

None

Advanced Preparation:

None


Note:

To ensure that all credit is properly recorded, please review your personal profile and update your CPA, CFP, CTEC and/or Bar license number(s).


 

Related Products

Estate Planning and Long-Term Care Planning for the Elderly - Reference Book

Under the Deficit Reduction Act of Feb. 8, 2006, the ability to plan for long-term nursing home care has been severely restricted, and public benefit programs are a tangled web of confusion. Better equip yourself to guide your clients through long-term care planning for health care and finances.

This course overviews essential legal documents, and emphasizes estate planning, income tax and capital gains tax planning, as well as long-term care planning using public benefit programs.

 
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