Financial and Estate Planning for Elderly and Terminally Ill Clients   New

This webinar delivers an integrated blueprint for advising clients at the intersection of retirement sustainability, wealth preservation, and asset insulation. We will dive into issues surrounding retirement cash flow planning in the context of today's retirement savings gap and strategic mechanics of utilizing trusts and beneficiary optimization to enhance estate efficiency. Furthermore, we will address the legal documentation and financial frameworks necessary to manage client incapacity seamlessly. Additionally, we will analyze compliant asset protection strategies that shield wealth from creditors without disrupting the core objectives of the overarching estate and financial plan.

Participants will gain practical planning insights they can apply when advising elderly and terminally ill clients on retirement sustainability, incapacity planning, wealth preservation, and estate planning decisions.

Who should attend: CPAs and tax professionals desiring to better understand the financial and tax-adjacent implications of retirement cash flow planning, trusts, incapacity, and asset protection strategies.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC OR CFP CREDIT. 

Instructor: Karen Trott, CPA
Instructor assignments are fluid and subject to change.