An Introduction to Elder Law and Special Needs Planning

03/20/2015 - 12:30 PM to 2:00 PM
This program will provide an introduction to elder law and special needs planning. Our panelist will discuss Medicaid eligibility, asset protection and potential pitfalls involved with incorporating elder law and special needs considerations into a client's estate plan. ...
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CLE - Estate Planning: Crunching the Numbers

03/26/2015 - 9:00 AM to 12:00 PM
Understanding the mathematical implications of the various planning options we have will make us better advisors. Learn to analyze various strategies in estate planning from a mathematical perspective. Utilizing a mathematical analysis as part of our planning process will enable us to more effectively advise and educate our clients....
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