CECP
WHAT EVERY PROFESSIONAL SHOULD KNOW ABOUT ELDER CARE PLANNING
This course will assist CPAs in advising their clients on the unique problems of the elderly client. Topics include nursing-home care insurance, Medicare and Medicaid, Social Security benefits, and estate-planning issues for the aged or incapacitated.
Major topics include:
- Health insurance issues -- Medicare benefits and eligibility issues, Part A hospitalization, Part B medical services, Part D perscription drugs employer-provided benefits, and COBRA requirements
- Life insurance -- Viatical settlements and other issues
- Long-term care insurance policies -- The pros and cons of new products in light of new regulations; Medicare Plus accounts
- Medicaid -- Financial eligibility, spousal responsibility, and asset planning
- Social Security issues -- Eligibility, available benefits, timing of benefits, benefit reductions, and strategies to maximize benefits
- Trust planning for the elderly -- Surrogate decision making, power of attorney, guardianship, revocable living trust arrangements, and Medicaid trust planning
- Estate planning issues -- Gifts, trusts, and distribution planning for qualified plans and IRAs
- Principal residence planning -- Integrating the newest strategies with Medicaid
- Various living arrangements for the retired person
Designed for: All CPAs who have elderly clients in need of consulting on these very important issues.
Level of knowledge: Basic
Field of study: Taxes
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