Selected Tax Issues with Powers of Appointment

Understanding the benefits and services available to an individual with special needs will help to inspire your creativity to better serve your clients for a more secure future. SSI, SSDI, Medicare, IL Medicaid, and waiver services will be highlighted.

Understand recent developments in income tax matters and the impact on estate planning and administration.

It’s time to get back to the basics. This session will review every tax we can find that affects the elderly in a format that is easy to remember and entertaining