Instead of focusing on traditional estate planning through drafting documents, this program will explore the intricacies of annuities and long-term care insurance policies - financial instruments that are often part of a client's estate and long-term care plan. The goal is to help estate planning practitioners benefit from a more nuanced understanding of these common financial instruments.

Seminar Information
Seminar Date:
March 22, 2019
Estate Planning with Complex Instruments: Annuities, Long-Term Care Insurance and Medicare Considerations

Instead of focusing on traditional estate planning through drafting documents, this program will explore the intricacies of annuities and long-term care insurance policies - financial instruments that are often part of a client's estate and long-term care plan. The goal is to help estate planning practitioners benefit from a more nuanced understanding of these common financial instruments.

Speaker Information
Kenneth Kraus, Esq.   [ view bio ]
David Peartree, Esq.   [ view bio ]
Jane Van Zikle, CLTC   [ view bio ]
Individual topic purchase: Selected
Monroe County Bar Center for Education
Professional Practice Credits: 2.00
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