TAX19NL01

The Sandwich Generation

Date
June 11, 2019
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for AICPA ENGAGE 2019
This includes sessions from AICPA ENGAGE 2019:
Thumbnail for Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2019)
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2019)

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

Speaker Image for Elizabeth Forspan
Partner, Forspan Klear LLP

General

Related Products

Thumbnail for Estate Planning Strategies for Moderate, High & Ultra High Net Worth Clients Post-TCJA
Estate Planning Strategies for Moderate, High & Ultra High Net Worth Clients Post-TCJA
Our panel of experts will examine current tax and non-tax strategies to be considered by clients in various wealth levels including:
Thumbnail for Should you Convert to a C-Corp
Should you Convert to a C-Corp
The TCJA drop in the corporate tax rate to a flat 21% makes the C corporate form of doing business sound attractive. But Congress offered temporary rate relief for other entities with a new qualified business income (QBI) deduction of 20%, but not all business activities and owners qualify for it…
Thumbnail for (Repeat of PFP19001) A First Look at IRA Life Expectancy Payout Changes Under the "Secure Bill" and the Best Ideas so Far (PFP, EST, TAX)
(Repeat of PFP19001) A First Look at IRA Life Expectancy Payout Changes Under the "Secure Bill" and the Best Ideas so Far (PFP, EST, TAX)
In the biggest bill for retirement planning in years, Congress is poised to change the law for life expectancy payouts to either a five- or ten-year payout. This legislation has strong bipartisan support and is supported by the President…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.