transcript   Transcript

Trusts and Estates: Elder Law and Special Needs Update

Recorded on: Sep. 13, 2017
Running Time: 01:00:08

Full Transcript:

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Taken from the Web Program 48th Annual Estate Planning Institute recorded September 2017 in New York.

Trusts and Estates: Elder Law and Special Needs Update [01:00:08]

A. Special Needs Planning Update

  • Special Needs Trust Fairness Act
  • ABLE accounts
  • Drafting issues for first-party and third-party trusts
  • Administration issues for first-party and third-party trusts

B. Elder Law Update

  • Recent proposals and changes
  • Planning for married couples
  • Long-term care insurance
  • Medicare and Medicaid
    Bernard A. Krooks
    (NO IRS Continuing Education credit for Tax Professionals)
    (CPE Field of Study: Specialized Knowledge & Applications)

The purchase price of this segment includes the following article from the Course Handbook available online:

  • Elder Law and Special Needs Update
    Bernard A. Krooks
  • Elder Law and Special Needs Update (July 12, 2017) (PowerPoint slides)
    Bernard A. Krooks

Presentation Material

  • Elder Law and Special Needs Update
    Bernard A. Krooks
Bernard A Krooks ~ Littman Krooks LLP
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