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AICPA ENGAGE 2019

TAX19NL01 - The Sandwich Generation


‐ Jun 11, 2019 12:15pm

Standard: $ 49.00

Elizabeth Forspan will address important issues affecting those in the “sandwich generation”, or those who are charged with caring for both elderly parents as well as their own children. Topics will include planning for one’s parent’s incapacity, long term care and death, planning for one’s own incapacity and long term care, and planning for adolescent children, adult children and children with special needs. Elizabeth will also touch on estate planning topics, elder care/Medicaid planning and the important topic of how to avoid guardianship/conservatorships.

Learning Objectives Include:

  1. Understanding the critical importance of advance directives, including the durable power of attorney.
  2. Understanding, at a high-level, the various governmental programs that are available to the elderly and disabled.

Speaker(s):

Tags:

TAX

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