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ENGAGE 2017


EST1722 - Updates, Worries, and Strategies for Older Americans and those with Special Needs


Jun 14, 2017 2:05pm ‐ Jun 14, 2017 3:20pm

Standard: $49.00

Description

The devastating cost of home care and skilled nursing home care too often wipes out family savings and causes the loss of the family residence. With proper, tax-sensitive planning, eligibility for special Medicare programs, Medicaid, VA, and other benefits to pay for such services can be achieved while protecting family assets. Closely related is the world of “special needs” planning, where there are significant developments – the ABLE Act and the Special Needs Trust Fairness Act – to be added to your arsenal. This session will also explore policies and initiatives of the Trump Administration that impact these vulnerable communities.

Speaker(s):

  • Michael Gilfix, JD, Managing Partner, Gilfix and La Poll Associates, LLP
Tags: EST

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