Complimentary

November 15, 2024


Live Webcast


NYSED 1

Manhattan/Bronx Chapter: Protecting Assets from the Cost of Long-Term Care Tech Session Webinar

The uncover effective strategies for protecting your assets from the cost of long-term care.

November 15, 2024
Live Webcast
NYSED 1
  • View Bio

    Instructor

    Lauren
    Enea

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Learn how to draft a sufficiently broad power of attorney.
  • Gain insights into using a revocable living trust as an effective estate planning tool.
  • Understand the strategies for planning the transfer of a primary residence.

Major Topics

  • How to draft a sufficiently broad power of attorney
  • How to use a revocable living trust as an effective estate planning tool
  • How to plan for the transfer of a primary residence

CPE Credits Available

NYSED 1
1
Specialized Knowledge / Industries (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Specialized Knowledge / Industries (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Members who assist clients in long-term care needs.

Provider

Foundation for Accounting Education

This event has ended.