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2018 Teleconference & Archive Bundle: Estate Planning and Administration Issues for the Elderly and Disabled

Representing elderly and disabled clients requires particular expertise regarding a host of complicated federal and state law issues. These potentially vulnerable clients are often the individuals who need our services the most. We will deal with the following important topics:

  • Preventing financial elder abuse
  • Challenging aspects of long-term care insurance
  • Designing and administering special needs trusts
  • Advising clients regarding IRC ยง 529A accounts
Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

Archive Note:CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application.
Kansas Attorneys must apply for CLE approval 30 days before event date or earlier.