Products tagged with 'retirement benefits'

The most comprehensive annual program for elder law attorneys offers more than 10 hours of legal updates (2019) and practical instruction of practical and relevant content.

Register now! The IICLE® 16th Annual Elder Law Short Course (virtual edition) will bring you up to speed on the latest in elder law ... from a safe social distance! New this Year: All registrants will have FREE access to the entire program online on-demand, with the opportunity to earn credit for breakout sessions missed at no additional charge.

The 63rd Annual Estate Planning Short Course offers more than 18 hours of advanced instruction on Illinois estate planning law through carefully crafted sessions led by experienced estate planning attorneys.

Take a deeper dive into nuanced aspects and rule changes relating to SSI, SSDI, Medicare, Medicaid, and waiver programs to better protect your clients' benefits and programs.

This handbook is the go-to resource for elder law attorneys, providing practical advice and tips on advocating for the needs and interests of elderly clients.

Understand the basics of retirement benefits and relevant tax issues specific to planning with retirement assets in an elder law context.

Learn how to plan for the risk that the Illinois estate tax might be assessed, even when the risk is a possibility rather than a probability. Consider several applicable estate planning techniques which will help reduce or eliminate the imposition of the Illinois estate tax for couples who have accumulated over $4.0 million of combined assets (including house, retirement benefits, life insurance, etc.). Understand portability under the federal estate tax.

Explore how Medicaid Compliant Annuities can be used to accelerate your client's Medicaid eligibility. This course offers an overview of the Illinois Medicaid program, defines the requirements of a Medicaid Compliant Annuity, and reviews two case studies showing this spend-down tool in action. Plus, you'll walk through the annuity sales process. Sponsored by Krause Financial Services.