Asset Protection Planning
X58.9376 /
Continuing Education
/ $395
SPRING 2008
Gain an understanding of techniques of asset protection planning with the focus on elder law planning. Discuss long-term care issues including planning for the homestead, protecting jointly held assets, annuities, pension-related assets and IRAs, long-term care insurance, power of attorney and guardianship, crisis planning, planning for individuals and spouses, and Medicaid liens and recoveries. Explore supplemental needs trusts, credit shelter trusts, marital deduction trusts, qualified domestic trusts, qualified personal residence trusts, grantor retained annuity trusts, and others. Recommended reading: Estate Planning by Bernard A. Krooks; and New York Elder Law Practice by Vincent J. Russo and Marvin Rachlin.
This course is applicable toward:
