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Module Two
Elder Care
Focus on understanding the financial, emotional,a nd physical needs of the elderly and statistical analysis, including demographics and trends.
- Health Care Issues-Financial-Social Security, Medicare/Medicaid, long-term care insurance, asset protection planning, and powers of attorney/conservatorships
- Health Care Issues-Physical-Residential needs, nursing care, incapacity, and powers of attorney/conservatorships
- Financial Issues/Managing Assets-Trusts, conservatorships, and power of attorney
- Cash Flow-Traditional planning, reverse mortgages, and charitable planning
- Estate Planning-Protecting the non-incapacitated spouse, protecting the heirs, and crating, modifying, or implementing an estate plan for the incapacitated elder
Instructor: David M. Harrison
Tax Planning
Focus on the basic federal tax structure in the United States and on the basic concepts of the income tax system and the transfer tax system.
- Income Tax System-Basic overview including: tax policy, tax disputes, and judicial/regulatory interpretations, with emphasis on determining types of income and deductions, tax rates, alternative minimum taxes, and reading income tax returns
- Gift and Estate Taxes-Basic overview of the transfer tax system, including: tax policy related to transfer of wealth and review of legislative history
- Methods of Transferring Wealth, Including Gift, Devise, Contract, and Law-Gift and estate tax rules; generation-skipping transfer rules
Instructors: Matthew Rayer and Bill Hranchak
Dates: November 12-14, 2008
Fee: $930.00
Course Number-8902
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