Planning for the Elderly. What Can and Should Be Done for an Increasingly Aging Population

Aired: Thursday, November 2, 2017


2.5 CTFA

The 2017 Trust and Estate Planning Series will provide you and your staff with critical information on estate planning and trust administration topics. This series is an excellent business development opportunity; invite outside counsel to attend these informative programs at your location.

This 2-hour recording provides a fresh look at the challenges of planning for and protecting elderly clients.

This recording focuses on:

  • Increasing importance of planning for elderly
  • Avoiding abuse of elderly
  • How to recognize undue influence
  • Use of power of attorney and medical directives
  • Importance of revocable trusts
  • Planning when the client is incompetent
  • Medicare and Medicaid planning
  • Social Security planning

Speakers:

  • Thomas W. Abendroth, Partner, Schiff Hardin LLP
  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP

 

 

 Continuing Education Credits

 
ABA Professional Certification has approved this program for 2.5 CTFA continuing education credits for the live program and the recording.

Recordings are not eligible for CFP credits.

CPE logoRecordings are not eligible for CPE credits.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
​Questions? Please contact Linda Shepard / Cari Hearn for more information.
 

 Pricing & Purchasing

 

Streaming Online Recording
Now Available

ABA Member • $265
Non-Member • $395

 

 Who Should Attend

 
  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CPAs and CFPs
 

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