Learn about the tax consequences of estate planning for the aging and disabled as well as tax elections to be considered for estates and irrevocable trusts. The options available in the long-term care market will also be discussed.
DESIGNED FOR
CPAs and accountants involved with tax planning
BENEFITS
Become familiar with the tax consequences of estates and irrevocable trusts and options in the long-term care market.
HIGHLIGHTS
- Tax consequences of estate planning for aging and disability
- Long-term care expenses
- Medicaid qualification
- Aging-in-place
- Tax elections for estates and irrevocable trusts created as part of the estate plan
- The purposes of the elections, the formats of the elections and the requirements for the elections
- General background information about the use of trusts in the estate plan
- Current long-term care market and the different options available to clients and business owners
SPONSORED BY
PREREQUISITES
None
ADVANCE PREPARATION
None