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EST1722

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

Date
June 14, 2017
$49
Standard Price

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

Speaker Image for Michael Gilfix
Managing Partner, Gilfix and La Poll Associates, LLP

General

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