CBA Seminar – Wealth Transfer Planning: Tax and Medicaid Implications
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CBA Seminar – Wealth Transfer Planning: Tax and Medicaid Implications
February 27, 2015 @ 9:00 am - 2:30 pm
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This program will cover the basic estate tax, gift tax and Medicaid aspects of common transfers. Basic strategies, including the use of Trusts, care contracts and annuities will also be covered. There will be a focus on the special problem posed by the incapacitated client.