CPCLE 105 - Graying Pop.:Estate Plan.

Institution:

Neumann University

Subject:

Description:

3 Substantive Hours and .5 Hour Ethics CLE; 4 Hours Tax CPE. This program is designed to bring together lawyers and CPAs to discuss and review the realities of estate planning and elder law facing an ever-increasing number of aging suburban clients. This seminar will instruct general practitioners and CPAs on how to counsel aging clients in estate planning and elder law areas specific to their needs and will discuss effective strategies and techniques to protect and preserve the wealth of these clients. The course will cover issues such as children, grandchildren, business succession planning, federal estate and gift taxes, GST tax, estate, gift and inheritance planning, Medicare/Medicaid planning, elder rights, incapacity, conservatorships/guardianships, housing, planning for future medical care, and health care decision making. It will also cover how these issues relate to various estate planning documents including wills, trusts, living wills, powers of attorney, retirement plans and other documents with beneficiary designations, and the ethical considerations flowing from the above topics.

Credits:

0.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.neumann.edu

Phone Number:

(610) 459-0905

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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