Through the use of hypothetical situations, this course book provides information and guidance on estate planning techniques such as spend down, annuities, and special needs trusts. This faculty of experts explains how to manage uncertainty, both financial and medical, as well as family dynamics.
Summary of Contents
- Long Term Care Crisis Planning Basics
- Planning Techniques – Spend Down, Annuities, Special Needs Trusts
- Applying Planning Techniques to Hypothetical Situations