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Critical Issues Facing Senior Clients (Update)

1h 2m

Created on September 13, 2021

Intermediate

CC

$89

Overview

According to the U.S. Department of Health and Human Services, nearly 70% of Americans age 65+ will need long-term care at some point in their lives. While there are a number of planning options available to shelter a client's assets from the cost of care (e.g., gifting of assets, utilizing an irrevocable trust, and/or purchasing long term care insurance), many in or approaching their elder years remain in the dark. Implementing these options prior to needing care is imperative.

This course, presented by Anthony J. Enea, certified elder law attorney and managing member of Enea, Scanlan & Sirignano, LLP, will offer an in-depth look at critical issues facing senior clients including the cost of long-term care, Medicaid eligibility, estate and gift taxes, and advanced planning options and effective strategies for plan implementation.

Learning Objectives:

  1. Review Medicaid eligibility criteria

  2. Identify the most common components of asset protection planning

  3. Assess potential estate and gift tax issues

  4. Recognize effective strategies for protecting a client's assets


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