Attention:
Card image cap

Financial Planning for Senior Clients


Level: Intermediate
Runtime: 60 minutes
Recorded Date: June 30, 2022
Click here to share this program
Download PDF
Closed Caption

Agenda

  • Easing the transition of older workers to retirement—or helping retirees make good financial, tax, and estate planning choices for their benefits
  • Choosing and paying for the best housing situation for seniors
  • Making sure that health care, including long-term care, will be available when needed, by planning for Medicare, Medicaid, and long-term care insurance
Runtime: 1 hour
Recorded: June 30, 2022

For NY - Difficulty Level: For experienced attorneys only (non-transitional)

Description

The seminar will give you a better understanding of the elder care perspective—the 360-degree view you need to make optimum plans for senior citizens and their families in an aging society.

Provided By

Card image cap The National Underwriter
Card image cap

Panelists

Card image cap

Dana Shilling

Author

Dana Shilling has an A.B. in History from Goucher College, and a J.D. from the Harvard Law School. A useful combination—because the ever-changing rules make a lot more sense in historical perspective. She has worked in the language simplification/ forms design field, which taught her a great deal about how to find the best place to start explaining something difficult and how to convey complex concepts. Her pandemic passion is online jigsaw puzzles, which also taught her a lot about finding patterns. She is retired from the New York bar and now writes full-time. Shilling currently resides in Jersey City.


Card image cap

Similar Courses

Card image cap
95 minutes
401k and Other Retirement Topics for Beginners and Non-ERISA Attorneys
Join us to learn the basics of defined contribution retirement plan issues under ERISA, including 401(k) plans.

American Bar Association

$115

Add to Cart
Card image cap
122 minutes
A New Regime of Transparency: Anti-Money Laundering and Corporate Transparency Acts of 2020 and Expansion of Cryptocurrency Reporting
Join us for a two-hour program covering the substantial legislative changes made by the Anti-Money Laundering and Corporate Transparency Acts of 2020 and the recent expansion of cryptocurrency reporting announced by FinCEN.

American Bar Association

$165

Add to Cart
Card image cap
94 minutes
Arbitration of ERISA Claims
Experts will address questions on arbitrating ERISA claims.

American Bar Association

$115

Add to Cart
Card image cap
89 minutes
Average Income Test in LIHTC Projects: Recent IRS Regulations, Updates & Implications
On October 30, 2020, the IRS published in the Federal Register proposed regulations on the LIHTC Average Income Test (AIT) minimum set-aside for public comment. The regulations, which are not yet finalized, would provide guidance on implementation of the AIT.

American Bar Association

$115

Add to Cart
Previous Next