Elder Law Conference - A Virtual Event


8.0 Credits

The topic of elder law has become relevant and immediate to a rapidly growing number of individuals. As the Baby Boomer generation continues to near the age of retirement, an increased number of practitioners are having conversations with clients regarding social security, retirement planning, and more. This conference discusses the important issues relevant to an aging population and prepares you for those often complicated conversations by arming you with the details and information you need. Plus, this is a great event to build your professional network!

Designed For

CPAs, attorneys, and other professionals looking to stay abreast of recent developments affecting their practice and clients.


Please select the appropriate session or option below to continue with your online registration.

Tuesday, September 28, 2021

Agenda Includes:

      Andrew Katzenstein, Partner, Proskauer Rose LLP

This session will be a review of the most recent cases, rulings, and tax code changes that impact estate, gift and generation-skipping tax matters, and income taxation of trusts.

     Bill Zywiciel, CLF, LUTCF, Regional Sales VP, Prudential Financial

     Chuck Perrault, CFP, CLU, CHFC, Director, Prudential Financial

When transferring assets to the next generation of loved ones after death, there should be a plan in place. The imminent threat of COVID-19 has brought our mortality into greater focus and created a sense of urgency for being prepared. This means planning how all of your client's assets and property—aka the estate—will be passed along. Understand the careful planning needed to transfer assets and minimize the tax impact for your clients.

     Natalie Perry, Partner, Harrison & Held LLP

This session will discuss the issues that can arise with long term trusts, review the tools available to modify irrevocable trusts, and offer advice on advising clients on modifications. 

     Steve Gorin, Partner, Thompson Coburn LLP

Tax rates on dividends and capital gains are proposed to increase dramatically.  Given that trusts with only $13K in taxable income are in the top bracket and special needs trusts (or other asset protection trusts) often accumulate much of their income, what planning should be done?  We will explore tax issues involved in using annuities or variable life insurance to defer or avoid tax on accumulated income.  Also proposed is to treat trust distributions of property as sales, which also would impose tax on termination.  If this tax is enacted, should trusts be modified, terminated, or otherwise divided in 2021 to avoid this tax?  Whether or not these proposals are enacted, all of these issues are important, so you will not want to miss this!

     Gary Zwick, Attorney, Walter | Haverfield LLP

This session will cover case studies, descriptions and explanations of effective and practical estate planning techniques to not only save estate taxes, but also to protect clients and their heirs from future estate taxes, divorce and creditors at the same time.  This session will also show you how to structure basic estate documents, uses of GRATs, sales to grantor trusts, preferred partnership freezes and the like.

     Dave Hall, CPA, Managing Partner, The Prosperity Guy

Medicare is a complex and evolving program that most retirees do not spend enough time trying to understand. In this session, attendees will learn the essential information they need to know to understand better the Medicare program and the benefits to which they are entitled. In addition, attendees will learn where the pitfalls in the program are and how they can avoid them.

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