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Elder and Special Needs Planning (On-Demand) 2020


Are you ready to help your clients set realistic expectations and goals? In this four-part narrated PowerPoint presentation, Tom Tillery will examine professional environment and non-financial factors, financial decisions, taxation and income tax planning and integration with other areas of PFP. Society has been called upon to care for the widow, the orphan, and the chronically ill. In this narrated PowerPoint presentation, Tom Tillery discusses the role of the personal financial planner with respect to this demographic—to act as the fulcrum, multiplying, focusing and coordinating the efforts of the myriad advisers providing services to the elderly, chronically ill and those with special needs.

This course will address the professional environment within which the personal financial planner provides services, and financial and non-financial factors including types of care, communication with cognitively or physically impaired clients, family dynamics and life planning. To apply personal financial planning resources effectively, the personal financial planner must become familiar with the regulatory landscape, as well as the variety of other professional disciplines that have evolved to provide care to this group. The course also covers housing options, Medicare and Medicaid issues, as well as tax planning opportunities for the elderly, chronically ill and those with special needs.

Note: This course has been updated for the Tax Cuts and Jobs Act (“Tax Reform”).

Format: Voiceover PowerPoint, Audio

Learning Objectives
  • Identify who is considered a fiduciary under the Investment Advisers Act of 1940.
  • Differentiate among the types of care available to the chronically ill, elderly, or those with special needs.
  • Distinguish between incapacity and incompetency.
  • Identify the primary dispositive estate documents.
Major Topics
  • Professional Environment and Non-Financial factors.
  • Financial Decisions, Taxation and Income Tax Planning.
  • Integration with Other Areas of PFP, including: Estate Planning, Charitable Planning, Investment Planning, Risk-Management and Insurance, and Retirement Planning
AICPA - Durham
Course Level
CPE Field of Study
Specialized Knowledge
Who Should Attend

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning

Tom Tillery Susan Tillery


Advanced Preparation


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Elder and Special Needs Planning (On-Demand) 2020

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