Why attend?
Forty-three percent of the population over age sixty-five
will spend at least 408 days in a nursing home. Even couples
with assets up to $4 million do not usually have sufficient
liquidity to pay privately.
Shouldn't your estate plan protect assets
from the costs of long-term care as well as from the costs
of estate taxes and probate? For those clients under age
sixty-five, the cost and complexity of an estate plan keeps
many from moving forward. This program teaches you how to
make the plan simple, flexible, and cost effective.
Retirement plan assets present a perplexing
problem for estate planners. While retirement plans can
be made payable to a credit shelter trust, it is preferable
that they be payable to the surviving spouse to minimize
income taxes. Stock options, incentive stock options, and
restricted stock may or may not be permitted to be held
by or payable to a trust, so must be made payable to the
spouse. How, then, should the decedent's exemption be fully
utilized? These are the questions the estate planner must
face every day in every case, regardless of the size of
the couple's estate.
Another dilemma is how to make complex planning
simple, flexible, and cost effective in such an uncertain
legislative world. This program addresses this dilemma and
offers practical solutions and advice.
You will learn...
